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McNaughton Wealth Management’s UnitedHealth UNH Stock Holding History

McNaughton Wealth Management’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 		– Sell
-460
Closed -$228K – 55
2024
Q1 		$228K Buy
460
+7
+2% +$3.56K 0.13% 51
2023
Q4 		$238K Buy
+453
New +$242K 0.14% 50
2020
Q3 		– Sell
-719
Closed -$212K – 49
2020
Q2 		$212K Buy
+719
New +$206K 0.2% 45
2020
Q1 		– Sell
-763
Closed -$224K – 48
2019
Q4 		$224K Buy
+763
New +$200K 0.21% 46

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

McNaughton Wealth Management's UNH Position: Q2 2024 in Review

McNaughton Wealth Management sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 460 shares — an estimated $228K sold.

McNaughton Wealth Management first reported a position in UNH in Q4 2019 and held it in 4 quarters. The position peaked at $238K in Q4 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • McNaughton Wealth Management reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • McNaughton Wealth Management sold 460 UnitedHealth shares in Q2 2024, an estimated $228K.
  • McNaughton Wealth Management first reported a position in UnitedHealth in Q4 2019 and held it in 4 quarters.
  • McNaughton Wealth Management's UnitedHealth position peaked at $238K in Q4 2023.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on McNaughton Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.