Providence Capital Advisors’s UnitedHealth UNH Stock Holding History

Providence Capital Advisors’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 Q4	–	Sell	-80	Closed	-$46.8K	–	324
2024 Q3	$46.8K	Hold	80	–	–	0.01%	177
2024 Q2	$40.7K	Sell	80 -1	-1%	-$490	0.01%	171
2024 Q1	$40.1K	Hold	81	–	–	0.01%	170
2023 Q4	$42.6K	Sell	81 -11	-12%	-$5.87K	0.01%	171
2023 Q3	$46.4K	Buy	92 +91	+9,100%	+$44.8K	0.01%	159
2023 Q2	$481	Sell	1 -3	-75%	-$1.47K	﹤0.01%	298
2023 Q1	$1.89K	Buy	+4	New	+$1.93K	﹤0.01%	276
2022 Q1	–	Sell	-16	Closed	-$8K	–	518
2021 Q4	$8K	Buy	+16	New	+$7.24K	﹤0.01%	242
2019 Q2	–	Sell	-42	Closed	-$10K	–	288
2019 Q1	$10K	Buy	+42	New	+$10.7K	0.01%	179
2018 Q1	–	Sell	-48	Closed	-$11K	–	298
2017 Q4	$11K	Buy	+48	New	+$10.2K	0.01%	194

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Providence Capital Advisors's UNH Position: Q4 2024 in Review

Providence Capital Advisors sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 80 shares — an estimated $46.8K sold.

Providence Capital Advisors first reported a position in UNH in Q4 2017 and held it in 10 quarters. The position peaked at $46.8K in Q3 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Providence Capital Advisors reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Providence Capital Advisors sold 80 UnitedHealth shares in Q4 2024, an estimated $46.8K.
Providence Capital Advisors first reported a position in UnitedHealth in Q4 2017 and held it in 10 quarters.
Providence Capital Advisors's UnitedHealth position peaked at $46.8K in Q3 2024.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Providence Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.