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Seneca Financial Advisors’s UnitedHealth UNH Stock Holding History

Seneca 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
Q1 		– Sell
-387
Closed -$204K – 60
2023
Q4 		$204K Buy
+387
New +$206K 0.12% 55

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

Seneca Financial Advisors's UNH Position: Q1 2024 in Review

Seneca Financial Advisors sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 387 shares — an estimated $204K sold.

Seneca Financial Advisors first reported a position in UNH in Q4 2023 and held it in 1 quarter. The position peaked at $204K in Q4 2023. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Seneca Financial Advisors reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Seneca Financial Advisors sold 387 UnitedHealth shares in Q1 2024, an estimated $204K.
  • Seneca Financial Advisors first reported a position in UnitedHealth in Q4 2023 and held it in 1 quarter.
  • Seneca Financial Advisors's UnitedHealth position peaked at $204K in Q4 2023.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Seneca Financial Advisors's 13F filing for Q1 2024, filed 27 Aug 2025.