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WESPAC Advisors’s UnitedHealth UNH Stock Holding History

WESPAC 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
Q2 		– Sell
-439
Closed -$217K – 183
2024
Q1 		$217K Sell
439
-115
-21% -$58.5K 0.13% 154
2023
Q4 		$292K Buy
+554
New +$295K 0.2% 118
2023
Q1 		– Sell
-741
Closed -$393K – 130
2022
Q4 		$393K Sell
741
-174
-19% -$92.2K 0.68% 41
2022
Q3 		$462K Buy
915
+258
+39% +$136K 0.62% 55
2022
Q2 		$337K Buy
+657
New +$330K 0.26% 70
2019
Q4 		– Sell
-943
Closed -$205K – 115
2019
Q3 		$205K Sell
943
-415
-31% -$100K 0.2% 93
2019
Q2 		$331K Sell
1,358
-232
-15% -$55.8K 0.25% 79
2019
Q1 		$344K Buy
1,590
+197
+14% +$50.2K 0.24% 86
2018
Q4 		$347K Hold
1,393
– – 0.34% 69
2018
Q3 		$371K Buy
1,393
+478
+52% +$124K 0.22% 103
2018
Q2 		$224K Sell
915
-415
-31% -$99.6K 0.23% 97
2018
Q1 		$285K Buy
+1,330
New +$304K 0.17% 108
2017
Q4 		– Sell
-1,330
Closed -$260K – 135
2017
Q3 		$260K Buy
1,330
+220
+20% +$42.5K 0.17% 113
2017
Q2 		$206K Buy
+1,110
New +$195K 0.14% 127
2015
Q4 		– Sell
-6,797
Closed -$789K – 99
2015
Q3 		$789K Sell
6,797
-3,230
-32% -$387K 1.39% 29
2015
Q2 		$1.22M Sell
10,027
-215
-2% -$25.4K 0.92% 43
2015
Q1 		$1.21M Buy
10,242
+414
+4% +$46K 0.92% 44
2014
Q4 		$993K Buy
+9,828
New +$931K 0.7% 53
2014
Q1 		– Sell
-5,509
Closed -$415K – 156
2013
Q4 		$415K Buy
+5,509
New +$396K 0.35% 102

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WESPAC Advisors's UNH Position: Q2 2024 in Review

WESPAC Advisors sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 439 shares — an estimated $217K sold.

WESPAC Advisors first reported a position in UNH in Q4 2013 and held it in 19 quarters. The position peaked at $1.22M in Q2 2015. 3,401 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • WESPAC Advisors reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • WESPAC Advisors sold 439 UnitedHealth shares in Q2 2024, an estimated $217K.
  • WESPAC Advisors first reported a position in UnitedHealth in Q4 2013 and held it in 19 quarters.
  • WESPAC Advisors's UnitedHealth position peaked at $1.22M in Q2 2015.
  • 3,401 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on WESPAC Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.