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Register Financial Advisors’s UnitedHealth UNH Stock Holding History

Register Financial 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
Q3 		– Sell
-295
Closed -$150K – 664
2024
Q2 		$150K Buy
295
+16
+6% +$7.84K 0.08% 200
2024
Q1 		$138K Sell
279
-388
-58% -$197K 0.07% 209
2023
Q4 		$351K Buy
667
+366
+122% +$195K 0.23% 100
2023
Q3 		$152K Buy
301
+3
+1% +$1.48K 0.11% 160
2023
Q2 		$143K Sell
298
-23
-7% -$11.2K 0.1% 166
2023
Q1 		$152K Buy
321
+150
+88% +$72.4K 0.12% 152
2022
Q4 		$90.5K Buy
+171
New +$90.6K 0.06% 270

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Register Financial Advisors's UNH Position: Q3 2024 in Review

Register Financial Advisors sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 295 shares — an estimated $150K sold.

Register Financial Advisors first reported a position in UNH in Q4 2022 and held it in 7 quarters. The position peaked at $351K in Q4 2023. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Register Financial Advisors reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 295 UnitedHealth shares in Q3 2024, an estimated $150K.
  • Register Financial Advisors first reported a position in UnitedHealth in Q4 2022 and held it in 7 quarters.
  • Register Financial Advisors's UnitedHealth position peaked at $351K in Q4 2023.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.