VAFP
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Vahanian & Associates Financial Planning’s UnitedHealth UNH Stock Holding History

Vahanian & Associates Financial Planning’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
2023
Q4 		$390K Sell
741
-330
-31% -$176K 1.54% 22
2023
Q3 		$540K Buy
+1,071
New +$527K 1.73% 18
2022
Q1 		– Sell
-907
Closed -$455K – 135
2021
Q4 		$455K Buy
+907
New +$411K 0.37% 75

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vahanian & Associates Financial Planning's UNH Position: Q4 2023 in Review

Vahanian & Associates Financial Planning reduced its UnitedHealth (UNH) stake by 31% in Q4 2023, selling an estimated $176K and leaving 741 shares worth $390K. The position accounts for 1.54% of the portfolio, ranked #22.

Vahanian & Associates Financial Planning first reported a position in UNH in Q4 2021 and has held it in 3 quarters since. The position peaked at $540K in Q3 2023. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

  • Vahanian & Associates Financial Planning held 741 shares of UnitedHealth worth $390K as of Q4 2023.
  • Vahanian & Associates Financial Planning sold 330 UnitedHealth shares in Q4 2023, an estimated $176K.
  • UnitedHealth made up 1.54% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #22 holding.
  • Vahanian & Associates Financial Planning first reported a position in UnitedHealth in Q4 2021 and has held it in 3 quarters since.
  • Vahanian & Associates Financial Planning's UnitedHealth position peaked at $540K in Q3 2023.
  • 3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.