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Kapstone Financial Advisors’s UnitedHealth UNH Stock Holding History

Kapstone Financial Advisors’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-378
Closed -$220K – 119
2024
Q3 		$220K Buy
+378
New +$214K 0.13% 96
2023
Q3 		– Sell
-438
Closed -$221K – 98
2023
Q2 		$221K Buy
+438
New +$214K 0.18% 90

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kapstone Financial Advisors's UNH Position: Q4 2024 in Review

Kapstone Financial Advisors sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 378 shares — an estimated $220K sold.

Kapstone Financial Advisors first reported a position in UNH in Q2 2023 and held it in 2 quarters. The position peaked at $221K in Q2 2023. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Kapstone Financial Advisors reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Kapstone Financial Advisors sold 378 UnitedHealth shares in Q4 2024, an estimated $220K.
  • Kapstone Financial Advisors first reported a position in UnitedHealth in Q2 2023 and held it in 2 quarters.
  • Kapstone Financial Advisors's UnitedHealth position peaked at $221K in Q2 2023.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Kapstone Financial Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.