RWG
UNH icon

Ratio Wealth Group’s UnitedHealth UNH Stock Holding History

Ratio Wealth 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
Q1 		$215K Sell
435
-30
-6% -$15.3K 0.04% 74
2023
Q4 		$245K Buy
465
+30
+7% +$16K 0.05% 67
2023
Q3 		$219K Buy
+435
New +$214K 0.05% 66

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

Ratio Wealth Group's UNH Position: Q1 2024 in Review

Ratio Wealth Group reduced its UnitedHealth (UNH) stake by 6.5% in Q1 2024, selling an estimated $15.3K and leaving 435 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #74.

Ratio Wealth Group first reported a position in UNH in Q3 2023 and has held it in 3 quarters since. The position peaked at $245K in Q4 2023. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Ratio Wealth Group held 435 shares of UnitedHealth worth $215K as of Q1 2024.
  • Ratio Wealth Group sold 30 UnitedHealth shares in Q1 2024, an estimated $15.3K.
  • UnitedHealth made up 0.04% of Ratio Wealth Group's portfolio in Q1 2024, its #74 holding.
  • Ratio Wealth Group first reported a position in UnitedHealth in Q3 2023 and has held it in 3 quarters since.
  • Ratio Wealth Group's UnitedHealth position peaked at $245K in Q4 2023.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.