VFPI
UNH icon

Vantage Financial Partners (Illinois)’s UnitedHealth UNH Stock Holding History

Vantage Financial Partners (Illinois)’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 		$2.23M Sell
4,377
-10
-0.2% -$4.9K 0.55% 32
2024
Q1 		$2.17M Buy
4,387
+50
+1% +$25.4K 0.57% 32
2023
Q4 		$2.28M Sell
4,337
-55
-1% -$29.3K 0.69% 31
2023
Q3 		$2.21M Sell
4,392
-98
-2% -$48.2K 1.27% 16
2023
Q2 		$2.16M Buy
4,490
+315
+8% +$154K 1.2% 16
2023
Q1 		$1.97M Buy
4,175
+375
+10% +$181K 1.17% 14
2022
Q4 		$2.01M Sell
3,800
-330
-8% -$175K 1.16% 15
2022
Q3 		$2.09M Sell
4,130
-50
-1% -$26.3K 1.35% 15
2022
Q2 		$2.15M Buy
4,180
+485
+13% +$244K 1.27% 15
2022
Q1 		$1.88M Buy
3,695
+30
+0.8% +$14.5K 0.98% 18
2021
Q4 		$1.84M Sell
3,665
-235
-6% -$106K 0.93% 17
2021
Q3 		$1.52M Sell
3,900
-275
-7% -$114K 0.81% 20
2021
Q2 		$1.67M Buy
4,175
+300
+8% +$120K 0.93% 19
2021
Q1 		$1.44M Hold
3,875
– – 0.81% 22
2020
Q4 		$1.36M Hold
3,875
– – 0.79% 25
2020
Q3 		$1.21M Sell
3,875
-900
-19% -$276K 0.74% 26
2020
Q2 		$1.41M Hold
4,775
– – 0.88% 17
2020
Q1 		$1.19M Hold
4,775
– – 0.86% 18
2019
Q4 		$1.4M Buy
4,775
+350
+8% +$91.6K 0.82% 22
2019
Q3 		$962K Buy
4,425
+975
+28% +$235K 0.64% 23
2019
Q2 		$842K Buy
+3,450
New +$830K 0.54% 27

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

Vantage Financial Partners (Illinois)'s UNH Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) reduced its UnitedHealth (UNH) stake by 0.23% in Q2 2024, selling an estimated $4.9K and leaving 4,377 shares worth $2.23M. The position accounts for 0.55% of the portfolio, ranked #32.

Vantage Financial Partners (Illinois) first reported a position in UNH in Q2 2019 and has held it in 21 quarters since. The position peaked at $2.28M in Q4 2023. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 4,377 shares of UnitedHealth worth $2.23M as of Q2 2024.
  • Vantage Financial Partners (Illinois) sold 10 UnitedHealth shares in Q2 2024, an estimated $4.9K.
  • UnitedHealth made up 0.55% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #32 holding.
  • Vantage Financial Partners (Illinois) first reported a position in UnitedHealth in Q2 2019 and has held it in 21 quarters since.
  • Vantage Financial Partners (Illinois)'s UnitedHealth position peaked at $2.28M in Q4 2023.
  • 3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.