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One Wealth Management Investment & Advisory Services’s UnitedHealth UNH Stock Holding History

One Wealth Management Investment & Advisory Services’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
Q3 		– Sell
-2,314
Closed -$1.18M – 127
2024
Q2 		$1.18M Sell
2,314
-166
-7% -$81.4K 0.47% 35
2024
Q1 		$1.23M Sell
2,480
-106
-4% -$53.9K 0.5% 33
2023
Q4 		$1.36M Buy
+2,586
New +$1.38M 0.61% 34

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
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
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

One Wealth Management Investment & Advisory Services's UNH Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 2,314 shares — an estimated $1.18M sold.

One Wealth Management Investment & Advisory Services first reported a position in UNH in Q4 2023 and held it in 3 quarters. The position peaked at $1.36M in Q4 2023. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 2,314 UnitedHealth shares in Q3 2024, an estimated $1.18M.
  • One Wealth Management Investment & Advisory Services first reported a position in UnitedHealth in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's UnitedHealth position peaked at $1.36M in Q4 2023.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.