Levy Wealth Management Group’s UnitedHealth UNH Stock Holding History

Levy Wealth Management Group’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 Q2	$454K	Sell	892 -110	-11%	-$53.9K	0.12%	64
2024 Q1	$528K	Hold	1,002	–	–	0.15%	57
2023 Q4	$528K	Buy	1,002 +2	+0.2%	+$1.07K	0.15%	57
2023 Q3	$504K	Buy	1,000 +3	+0.3%	+$1.48K	0.16%	52
2023 Q2	$479K	Buy	997 +3	+0.3%	+$1.47K	0.14%	59
2023 Q1	$470K	Buy	994 +323	+48%	+$156K	0.14%	57
2022 Q4	$356K	Buy	671 +1	+0.1%	+$530	0.12%	59
2022 Q3	$338K	Buy	+670	New	+$352K	0.15%	48

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Levy Wealth Management Group's UNH Position: Q2 2024 in Review

Levy Wealth Management Group reduced its UnitedHealth (UNH) stake by 11% in Q2 2024, selling an estimated $53.9K and leaving 892 shares worth $454K. The position accounts for 0.12% of the portfolio, ranked #64.

Levy Wealth Management Group first reported a position in UNH in Q3 2022 and has held it in 8 quarters since. The position peaked at $528K in Q1 2024. 3,401 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Levy Wealth Management Group held 892 shares of UnitedHealth worth $454K as of Q2 2024.
Levy Wealth Management Group sold 110 UnitedHealth shares in Q2 2024, an estimated $53.9K.
UnitedHealth made up 0.12% of Levy Wealth Management Group's portfolio in Q2 2024, its #64 holding.
Levy Wealth Management Group first reported a position in UnitedHealth in Q3 2022 and has held it in 8 quarters since.
Levy Wealth Management Group's UnitedHealth position peaked at $528K in Q1 2024.
3,401 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.