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Spectrum Wealth Counsel’s UnitedHealth UNH Stock Holding History

Spectrum Wealth Counsel’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
-793
Closed -$404K – 441
2024
Q2 		$404K Sell
793
-42
-5% -$20.6K 0.05% 96
2024
Q1 		$413K Sell
835
-12,492
-94% -$6.35M 0.05% 110
2023
Q4 		$7.02M Buy
+13,327
New +$7.11M 0.97% 26

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

Spectrum Wealth Counsel's UNH Position: Q3 2024 in Review

Spectrum Wealth Counsel sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 793 shares — an estimated $404K sold.

Spectrum Wealth Counsel first reported a position in UNH in Q4 2023 and held it in 3 quarters. The position peaked at $7.02M in Q4 2023. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Spectrum Wealth Counsel reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 793 UnitedHealth shares in Q3 2024, an estimated $404K.
  • Spectrum Wealth Counsel first reported a position in UnitedHealth in Q4 2023 and held it in 3 quarters.
  • Spectrum Wealth Counsel's UnitedHealth position peaked at $7.02M in Q4 2023.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q3 2024, filed 8 Nov 2024.