TFO Wealth Partners’s UnitedHealth UNH Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-59	Closed	-$29.2K	–	706
2024 Q1	$29.2K	Sell	59 -6	-9%	-$3.05K	0.01%	71
2023 Q4	$34.2K	Sell	65 -705	-92%	-$376K	0.01%	64
2023 Q3	$370K	Buy	770 +6	+0.8%	+$2.95K	0.08%	32
2023 Q2	$367K	Buy	764 +104	+16%	+$50.9K	0.08%	30
2023 Q1	$312K	Buy	660 +653	+9,329%	+$315K	0.07%	32
2022 Q4	$1.95K	Sell	7 -594	-99%	-$315K	﹤0.01%	260
2022 Q3	$304K	Sell	601 -80	-12%	-$42.1K	0.08%	31
2022 Q2	$350K	Sell	681 -41	-6%	-$20.6K	0.08%	31
2022 Q1	$368K	Sell	722 -45	-6%	-$21.7K	0.07%	31
2021 Q4	$367K	Buy	767 +67	+10%	+$30.3K	0.07%	28
2021 Q3	$274K	Hold	700	–	–	0.05%	32
2021 Q2	$279K	Hold	700	–	–	0.06%	27
2021 Q1	$260K	Hold	700	–	–	0.08%	30
2020 Q4	$245K	Sell	700 -732	-51%	-$245K	0.08%	28
2020 Q3	$446K	Sell	1,432 -18	-1%	-$5.53K	0.17%	19
2020 Q2	$428K	Buy	1,450 +40	+3%	+$11.5K	0.17%	20
2020 Q1	$351K	Hold	1,410	–	–	0.15%	25
2019 Q4	$414K	Buy	+1,410	New	+$369K	0.38%	22

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's UNH Position: Q2 2024 in Review

TFO Wealth Partners sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 59 shares — an estimated $29.2K sold.

TFO Wealth Partners first reported a position in UNH in Q4 2019 and held it in 18 quarters. The position peaked at $446K in Q3 2020. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

TFO Wealth Partners reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 59 UnitedHealth shares in Q2 2024, an estimated $29.2K.
TFO Wealth Partners first reported a position in UnitedHealth in Q4 2019 and held it in 18 quarters.
TFO Wealth Partners's UnitedHealth position peaked at $446K in Q3 2020.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.