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Steward Partners Investment Solutions’s UnitedHealth UNH Stock Holding History

Steward Partners Investment Solutions’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 		$7.91M Buy
15,996
+11,125
+228% +$5.66M 1.33% 18
2023
Q4 		$2.56M Buy
+4,871
New +$2.6M 1.07% 19

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

Steward Partners Investment Solutions's UNH Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its UnitedHealth (UNH) stake by 228% in Q1 2024, buying an estimated $5.66M and bringing the position to 15,996 shares worth $7.91M. The position accounts for 1.33% of the portfolio, ranked #18.

Steward Partners Investment Solutions first reported a position in UNH in Q4 2023 and has held it in 2 quarters since. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Steward Partners Investment Solutions held 15,996 shares of UnitedHealth worth $7.91M as of Q1 2024.
  • Steward Partners Investment Solutions bought 11,125 UnitedHealth shares in Q1 2024, an estimated $5.66M.
  • UnitedHealth made up 1.33% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #18 holding.
  • Steward Partners Investment Solutions first reported a position in UnitedHealth in Q4 2023 and has held it in 2 quarters since.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.