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Pinnacle Wealth Management Group’s UnitedHealth UNH Stock Holding History

Pinnacle 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 		– Sell
-415
Closed -$205K – 114
2024
Q1 		$205K Hold
415
– – 0.15% 101
2023
Q4 		$218K Hold
415
– – 0.18% 89
2023
Q3 		$209K Buy
+415
New +$204K 0.19% 89

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

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

Pinnacle Wealth Management Group sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 415 shares — an estimated $205K sold.

Pinnacle Wealth Management Group first reported a position in UNH in Q3 2023 and held it in 3 quarters. The position peaked at $218K in Q4 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Pinnacle Wealth Management Group reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 415 UnitedHealth shares in Q2 2024, an estimated $205K.
  • Pinnacle Wealth Management Group first reported a position in UnitedHealth in Q3 2023 and held it in 3 quarters.
  • Pinnacle Wealth Management Group's UnitedHealth position peaked at $218K in Q4 2023.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2024, filed 24 Jul 2024.