Waypoint Capital Advisors’s UnitedHealth UNH Stock Holding History

Waypoint Capital Advisors’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	$3.03M	Buy	5,181 +78	+2%	+$44.1K	0.65%	37
2024 Q2	$2.6M	Buy	5,103 +43	+0.8%	+$21.1K	0.65%	40
2024 Q1	$2.5M	Buy	5,060 +21	+0.4%	+$10.7K	0.65%	40
2023 Q4	$2.65M	Buy	5,039 +55	+1%	+$29.3K	0.77%	36
2023 Q3	$2.51M	Sell	4,984 -18	-0.4%	-$8.86K	0.84%	31
2023 Q2	$2.4M	Buy	5,002 +28	+0.6%	+$13.7K	0.75%	37
2023 Q1	$2.35M	Sell	4,974 -39	-0.8%	-$18.8K	0.77%	39
2022 Q4	$2.66M	Buy	5,013 +23	+0.5%	+$12.2K	0.92%	32
2022 Q3	$2.52M	Sell	4,990 -278	-5%	-$146K	1.1%	25
2022 Q2	$2.71M	Sell	5,268 -72	-1%	-$36.2K	1.23%	20
2022 Q1	$2.72M	Buy	5,340 +57	+1%	+$27.5K	1.6%	16
2021 Q4	$2.65M	Buy	+5,283	New	+$2.39M	1.82%	15

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Waypoint Capital Advisors's UNH Position: Q3 2024 in Review

Waypoint Capital Advisors increased its UnitedHealth (UNH) stake by 1.5% in Q3 2024, buying an estimated $44.1K and bringing the position to 5,181 shares worth $3.03M. The position accounts for 0.65% of the portfolio, ranked #37.

Waypoint Capital Advisors first reported a position in UNH in Q4 2021 and has held it in 12 quarters since. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

Waypoint Capital Advisors held 5,181 shares of UnitedHealth worth $3.03M as of Q3 2024.
Waypoint Capital Advisors bought 78 UnitedHealth shares in Q3 2024, an estimated $44.1K.
UnitedHealth made up 0.65% of Waypoint Capital Advisors's portfolio in Q3 2024, its #37 holding.
Waypoint Capital Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 12 quarters since.
3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Waypoint Capital Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.