Prio Wealth Limited Partnership’s UnitedHealth UNH Stock Holding History

Prio Wealth Limited Partnership’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	$249K	Buy	+426	New	+$241K	0.01%	237
2023 Q4	–	Sell	-552	Closed	-$278K	–	265
2023 Q3	$278K	Buy	+552	New	+$272K	0.01%	218
2023 Q1	–	Sell	-416	Closed	-$221K	–	255
2022 Q4	$221K	Sell	416 -64	-13%	-$33.9K	0.01%	236
2022 Q3	$242K	Hold	480	–	–	0.01%	228
2022 Q2	$247K	Sell	480 -75	-14%	-$37.7K	0.01%	235
2022 Q1	$283K	Sell	555 -10	-2%	-$4.82K	0.01%	233
2021 Q4	$284K	Sell	565 -168	-23%	-$76K	0.01%	242
2021 Q3	$286K	Buy	733 +3	+0.4%	+$1.24K	0.01%	235
2021 Q2	$292K	Buy	730 +22	+3%	+$8.77K	0.01%	236
2021 Q1	$263K	Sell	708 -317	-31%	-$110K	0.01%	250
2020 Q4	$359K	Sell	1,025 -478	-32%	-$160K	0.01%	218
2020 Q3	$469K	Sell	1,503 -152	-9%	-$46.7K	0.02%	173
2020 Q2	$488K	Sell	1,655 -116	-7%	-$33.2K	0.02%	169
2020 Q1	$442K	Buy	1,771 +433	+32%	+$119K	0.02%	163
2019 Q4	$393K	Buy	+1,338	New	+$350K	0.02%	197

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prio Wealth Limited Partnership's UNH Position: Q3 2024 in Review

Prio Wealth Limited Partnership opened a new position in UnitedHealth (UNH) in Q3 2024: 426 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #237 among its holdings. This is a return to the name: Prio Wealth Limited Partnership previously reported a position in UNH as recently as Q3 2023.

Prio Wealth Limited Partnership first reported a position in UNH in Q4 2019 and has held it in 15 quarters since. The position peaked at $488K in Q2 2020. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

Prio Wealth Limited Partnership held 426 shares of UnitedHealth worth $249K as of Q3 2024.
UnitedHealth was a new Prio Wealth Limited Partnership position in Q3 2024.
UnitedHealth made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #237 holding.
Prio Wealth Limited Partnership first reported a position in UnitedHealth in Q4 2019 and has held it in 15 quarters since.
Prio Wealth Limited Partnership's UnitedHealth position peaked at $488K in Q2 2020.
3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.