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UNH icon

TCWP’s UnitedHealth UNH Stock Holding History

TCWP’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
-1,039
Closed -$529K – 54
2024
Q2 		$529K Buy
1,039
+7
+0.7% +$3.43K 1.3% 24
2024
Q1 		$511K Sell
1,032
-27
-3% -$13.7K 1.36% 26
2023
Q4 		$558K Sell
1,059
-4,422
-81% -$2.36M 1.58% 22
2023
Q3 		$2.76M Buy
5,481
+33
+0.6% +$16.2K 2.1% 11
2023
Q2 		$2.62M Sell
5,448
-508
-9% -$248K 0.56% 53
2023
Q1 		$2.81M Sell
5,956
-430
-7% -$208K 0.53% 61
2022
Q4 		$3.39M Sell
6,386
-699
-10% -$370K 0.69% 47
2022
Q3 		$3.58M Buy
7,085
+286
+4% +$150K 0.76% 38
2022
Q2 		$3.49M Buy
6,799
+118
+2% +$59.3K 0.74% 35
2022
Q1 		$3.41M Sell
6,681
-547
-8% -$264K 0.62% 43
2021
Q4 		$3.63M Buy
+7,228
New +$3.27M 0.72% 48

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

TCWP's UNH Position: Q3 2024 in Review

TCWP sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 1,039 shares — an estimated $529K sold.

TCWP first reported a position in UNH in Q4 2021 and held it in 11 quarters. The position peaked at $3.63M in Q4 2021. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • TCWP reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • TCWP sold 1,039 UnitedHealth shares in Q3 2024, an estimated $529K.
  • TCWP first reported a position in UnitedHealth in Q4 2021 and held it in 11 quarters.
  • TCWP's UnitedHealth position peaked at $3.63M in Q4 2021.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.