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Ropes Wealth Advisors’s UnitedHealth UNH Stock Holding History

Ropes Wealth 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
2023
Q3 		$961K Sell
1,906
-660
-26% -$325K 0.19% 105
2023
Q2 		$1.23M Buy
2,566
+288
+13% +$141K 0.2% 105
2023
Q1 		$1.08M Sell
2,278
-154
-6% -$74.3K 0.19% 109
2022
Q4 		$1.29M Buy
2,432
+469
+24% +$248K 0.23% 97
2022
Q3 		$991K Buy
1,963
+22
+1% +$11.6K 0.21% 103
2022
Q2 		$997K Buy
1,941
+132
+7% +$66.3K 0.21% 106
2022
Q1 		$923K Sell
1,809
-814
-31% -$393K 0.16% 130
2021
Q4 		$1.32M Buy
2,623
+260
+11% +$118K 0.23% 94
2021
Q3 		$923K Buy
2,363
+9
+0.4% +$3.73K 0.15% 119
2021
Q2 		$943K Buy
2,354
+584
+33% +$233K 0.15% 124
2021
Q1 		$729K Buy
1,770
+328
+23% +$114K 0.13% 133
2020
Q4 		$506K Sell
1,442
-138
-9% -$46.3K 0.08% 154
2020
Q3 		$493K Buy
1,580
+815
+107% +$250K 0.1% 145
2020
Q2 		$226K Sell
765
-119
-13% -$34.1K 0.05% 184
2020
Q1 		$220K Hold
884
– – 0.06% 169
2019
Q4 		$260K Sell
884
-788
-47% -$206K 0.06% 187
2019
Q3 		$363K Buy
1,672
+285
+21% +$68.8K 0.08% 164
2019
Q2 		$338K Buy
1,387
+393
+40% +$94.5K 0.07% 178
2019
Q1 		$246K Hold
994
– – 0.07% 198
2018
Q4 		$248K Buy
994
+19
+2% +$5.02K 0.07% 191
2018
Q3 		$259K Buy
+975
New +$254K 0.06% 203
2017
Q2 		– Sell
-7
Closed -$1K – 582
2017
Q1 		$1K Sell
7
-208
-97% -$34.1K ﹤0.01% 512
2016
Q4 		$34K Sell
215
-45
-17% -$6.72K 0.01% 356
2016
Q3 		$36K Buy
260
+204
+364% +$28.6K 0.01% 309
2016
Q2 		$8K Sell
56
-31
-36% -$4.13K ﹤0.01% 379
2016
Q1 		$11K Sell
87
-1,004
-92% -$119K ﹤0.01% 327
2015
Q4 		$128K Buy
1,091
+988
+959% +$115K 0.06% 185
2015
Q3 		$12K Buy
+103
New +$12.3K 0.01% 337

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ropes Wealth Advisors's UNH Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its UnitedHealth (UNH) stake by 26% in Q3 2023, selling an estimated $325K and leaving 1,906 shares worth $961K. The position accounts for 0.19% of the portfolio, ranked #105.

Ropes Wealth Advisors first reported a position in UNH in Q3 2015 and has held it in 28 quarters since. The position peaked at $1.32M in Q4 2021. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Ropes Wealth Advisors held 1,906 shares of UnitedHealth worth $961K as of Q3 2023.
  • Ropes Wealth Advisors sold 660 UnitedHealth shares in Q3 2023, an estimated $325K.
  • UnitedHealth made up 0.19% of Ropes Wealth Advisors's portfolio in Q3 2023, its #105 holding.
  • Ropes Wealth Advisors first reported a position in UnitedHealth in Q3 2015 and has held it in 28 quarters since.
  • Ropes Wealth Advisors's UnitedHealth position peaked at $1.32M in Q4 2021.
  • 3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.