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Regal Partners’s UnitedHealth UNH Stock Holding History

Regal Partners’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
-5,292
Closed -$2.62M – 62
2024
Q1 		$2.62M Sell
5,292
-3,024
-36% -$1.54M 0.26% 28
2023
Q4 		$4.38M Buy
8,316
+1,041
+14% +$555K 0.47% 28
2023
Q3 		$3.67M Sell
7,275
-1,800
-20% -$886K 0.82% 24
2023
Q2 		$4.36M Buy
9,075
+1,700
+23% +$831K 0.94% 21
2023
Q1 		$3.49M Sell
7,375
-500
-6% -$241K 0.68% 20
2022
Q4 		$4.18M Sell
7,875
-1,981
-20% -$1.05M 0.98% 15
2022
Q3 		$4.98M Hold
9,856
– – 1.04% 16
2022
Q2 		$5.06M Buy
+9,856
New +$4.95M 0.86% 17

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

Regal Partners's UNH Position: Q2 2024 in Review

Regal Partners sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 5,292 shares — an estimated $2.62M sold.

Regal Partners first reported a position in UNH in Q2 2022 and held it in 8 quarters. The position peaked at $5.06M in Q2 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Regal Partners reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Regal Partners sold 5,292 UnitedHealth shares in Q2 2024, an estimated $2.62M.
  • Regal Partners first reported a position in UnitedHealth in Q2 2022 and held it in 8 quarters.
  • Regal Partners's UnitedHealth position peaked at $5.06M in Q2 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Regal Partners's 13F filing for Q2 2024, filed 2 Aug 2024.