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Source Financial Advisors’s UnitedHealth UNH Stock Holding History

Source 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 		$664K Sell
1,135
-125
-10% -$70.7K 0.2% 58
2024
Q2 		$642K Buy
1,260
+10
+0.8% +$4.9K 0.2% 57
2024
Q1 		$618K Sell
1,250
-229
-15% -$116K 0.19% 60
2023
Q4 		$779K Sell
1,479
-7
-0.5% -$3.73K 0.24% 59
2023
Q3 		$749K Buy
1,486
+47
+3% +$23.1K 0.25% 58
2023
Q2 		$692K Buy
1,439
+75
+5% +$36.7K 0.23% 60
2023
Q1 		$644K Sell
1,364
-284
-17% -$137K 0.22% 66
2022
Q4 		$874K Sell
1,648
-43
-3% -$22.8K 0.33% 56
2022
Q3 		$854K Buy
1,691
+32
+2% +$16.8K 0.34% 55
2022
Q2 		$853K Buy
1,659
+42
+3% +$21.1K 0.33% 56
2022
Q1 		$825K Sell
1,617
-45
-3% -$21.7K 0.24% 62
2021
Q4 		$835K Sell
1,662
-176
-10% -$79.7K 0.23% 60
2021
Q3 		$718K Buy
1,838
+15
+0.8% +$6.21K 0.19% 61
2021
Q2 		$730K Buy
1,823
+92
+5% +$36.7K 0.19% 62
2021
Q1 		$644K Buy
1,731
+164
+10% +$56.8K 0.17% 62
2020
Q4 		$550K Buy
+1,567
New +$525K 0.15% 71

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

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

Source Financial Advisors reduced its UnitedHealth (UNH) stake by 9.9% in Q3 2024, selling an estimated $70.7K and leaving 1,135 shares worth $664K. The position accounts for 0.2% of the portfolio, ranked #58.

Source Financial Advisors first reported a position in UNH in Q4 2020 and has held it in 16 quarters since. The position peaked at $874K in Q4 2022. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Source Financial Advisors held 1,135 shares of UnitedHealth worth $664K as of Q3 2024.
  • Source Financial Advisors sold 125 UnitedHealth shares in Q3 2024, an estimated $70.7K.
  • UnitedHealth made up 0.2% of Source Financial Advisors's portfolio in Q3 2024, its #58 holding.
  • Source Financial Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's UnitedHealth position peaked at $874K in Q4 2022.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.