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WealthSource Partners’s UnitedHealth UNH Stock Holding History

WealthSource 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
2023
Q4 		$1.56M Sell
2,963
-125
-4% -$66.7K 0.1% 153
2023
Q3 		$1.56M Sell
3,088
-930
-23% -$458K 0.11% 150
2023
Q2 		$1.93M Sell
4,018
-1,897
-32% -$928K 0.13% 124
2023
Q1 		$2.8M Sell
5,915
-93
-2% -$44.9K 0.19% 81
2022
Q4 		$3.19M Buy
6,008
+329
+6% +$174K 0.23% 78
2022
Q3 		$2.87M Buy
5,679
+82
+1% +$43.1K 0.21% 81
2022
Q2 		$2.88M Sell
5,597
-597
-10% -$300K 0.21% 82
2022
Q1 		$3.16M Sell
6,194
-173
-3% -$83.4K 0.21% 79
2021
Q4 		$3.2M Sell
6,367
-123
-2% -$55.7K 0.26% 64
2021
Q3 		$2.54M Buy
6,490
+817
+14% +$338K 0.22% 75
2021
Q2 		$2.27M Sell
5,673
-584
-9% -$233K 0.2% 75
2021
Q1 		$2.33M Buy
6,257
+509
+9% +$176K 0.23% 71
2020
Q4 		$2.02M Sell
5,748
-47
-0.8% -$15.8K 0.24% 53
2020
Q3 		$1.81M Buy
5,795
+281
+5% +$86.3K 0.24% 53
2020
Q2 		$1.63M Sell
5,514
-690
-11% -$198K 0.23% 56
2020
Q1 		$1.55M Sell
6,204
-876
-12% -$241K 0.24% 53
2019
Q4 		$2.08M Sell
7,080
-1,198
-14% -$313K 0.27% 66
2019
Q3 		$1.8M Buy
8,278
+646
+8% +$156K 0.27% 89
2019
Q2 		$1.86M Buy
7,632
+3,814
+100% +$917K 0.29% 93
2019
Q1 		$944K Buy
3,818
+1,708
+81% +$436K 0.21% 99
2018
Q4 		$526K Buy
2,110
+121
+6% +$32K 0.15% 142
2018
Q3 		$529K Buy
1,989
+162
+9% +$42.1K 0.14% 149
2018
Q2 		$448K Buy
1,827
+341
+23% +$81.9K 0.13% 162
2018
Q1 		$318K Buy
1,486
+191
+15% +$43.6K 0.1% 193
2017
Q4 		$285K Buy
+1,295
New +$274K 0.09% 208
2017
Q1 		– Sell
-1,292
Closed -$207K – 308
2016
Q4 		$207K Sell
1,292
-1,000
-44% -$149K 0.09% 223
2016
Q3 		$321K Sell
2,292
-483
-17% -$67.6K 0.12% 175
2016
Q2 		$392K Hold
2,775
– – 0.15% 143
2016
Q1 		$358K Buy
+2,775
New +$328K 0.15% 140

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

WealthSource Partners's UNH Position: Q4 2023 in Review

WealthSource Partners reduced its UnitedHealth (UNH) stake by 4% in Q4 2023, selling an estimated $66.7K and leaving 2,963 shares worth $1.56M. The position accounts for 0.1% of the portfolio, ranked #153.

WealthSource Partners first reported a position in UNH in Q1 2016 and has held it in 29 quarters since. The position peaked at $3.2M in Q4 2021. 3,412 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

  • WealthSource Partners held 2,963 shares of UnitedHealth worth $1.56M as of Q4 2023.
  • WealthSource Partners sold 125 UnitedHealth shares in Q4 2023, an estimated $66.7K.
  • UnitedHealth made up 0.1% of WealthSource Partners's portfolio in Q4 2023, its #153 holding.
  • WealthSource Partners first reported a position in UnitedHealth in Q1 2016 and has held it in 29 quarters since.
  • WealthSource Partners's UnitedHealth position peaked at $3.2M in Q4 2021.
  • 3,412 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.