PO
UNH icon

Private Ocean’s UnitedHealth UNH Stock Holding History

Private Ocean’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 		$497K Buy
975
+47
+5% +$23K 0.04% 98
2024
Q1 		$459K Buy
928
+4
+0.4% +$2.03K 0.05% 96
2023
Q4 		$487K Hold
924
– – 0.05% 93
2023
Q3 		$466K Sell
924
-348
-27% -$171K 0.06% 87
2023
Q2 		$612K Buy
1,272
+344
+37% +$168K 0.08% 77
2023
Q1 		$439K Sell
928
-6
-0.6% -$2.9K 0.06% 93
2022
Q4 		$495K Buy
934
+105
+13% +$55.6K 0.06% 78
2022
Q3 		$418K Hold
829
– – 0.07% 77
2022
Q2 		$425K Sell
829
-44
-5% -$22.1K 0.07% 79
2022
Q1 		$445K Buy
873
+1
+0.1% +$482 0.06% 76
2021
Q4 		$438K Hold
872
– – 0.05% 79
2021
Q3 		$341K Sell
872
-128
-13% -$53K 0.04% 92
2021
Q2 		$400K Buy
1,000
+138
+16% +$55K 0.05% 83
2021
Q1 		$321K Sell
862
-41
-5% -$14.2K 0.06% 86
2020
Q4 		$317K Hold
903
– – 0.06% 74
2020
Q3 		$282K Buy
903
+41
+5% +$12.6K 0.07% 83
2020
Q2 		$254K Hold
862
– – 0.06% 81
2020
Q1 		$214K Buy
862
+591
+218% +$163K 0.06% 87
2019
Q4 		$80K Buy
271
+3
+1% +$785 0.02% 185
2019
Q3 		$59K Buy
268
+127
+90% +$30.6K 0.01% 207
2019
Q2 		$34K Sell
141
-16
-10% -$3.85K 0.01% 247
2019
Q1 		$39K Hold
157
– – 0.01% 226
2018
Q4 		$39K Hold
157
– – 0.01% 188
2018
Q3 		$42K Hold
157
– – 0.02% 169
2018
Q2 		$39K Hold
157
– – 0.02% 185
2018
Q1 		$33K Buy
157
+5
+3% +$1.14K 0.02% 217
2017
Q4 		$34K Buy
+152
New +$32.2K 0.02% 158
2015
Q1 		– Sell
-234
Closed -$24K – 195
2014
Q4 		$24K Buy
+234
New +$22.2K 0.02% 109

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Ocean's UNH Position: Q2 2024 in Review

Private Ocean increased its UnitedHealth (UNH) stake by 5.1% in Q2 2024, buying an estimated $23K and bringing the position to 975 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #98.

Private Ocean first reported a position in UNH in Q4 2014 and has held it in 28 quarters since. The position peaked at $612K in Q2 2023. 3,401 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Private Ocean held 975 shares of UnitedHealth worth $497K as of Q2 2024.
  • Private Ocean bought 47 UnitedHealth shares in Q2 2024, an estimated $23K.
  • UnitedHealth made up 0.04% of Private Ocean's portfolio in Q2 2024, its #98 holding.
  • Private Ocean first reported a position in UnitedHealth in Q4 2014 and has held it in 28 quarters since.
  • Private Ocean's UnitedHealth position peaked at $612K in Q2 2023.
  • 3,401 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.