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Wilbanks Smith & Thomas Asset Management’s UnitedHealth UNH Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q1 		$14.1M Buy
28,553
+671
+2% +$341K 0.4% 59
2023
Q4 		$14.7M Buy
27,882
+903
+3% +$482K 0.45% 57
2023
Q3 		$13.6M Buy
26,979
+126
+0.5% +$62K 0.47% 52
2023
Q2 		$12.9M Sell
26,853
-1,661
-6% -$812K 0.43% 59
2023
Q1 		$13.5M Sell
28,514
-1,095
-4% -$528K 0.47% 54
2022
Q4 		$15.7M Buy
29,609
+546
+2% +$289K 0.6% 36
2022
Q3 		$14.7M Buy
29,063
+360
+1% +$189K 0.63% 30
2022
Q2 		$14.7M Sell
28,703
-32
-0.1% -$16.1K 0.62% 30
2022
Q1 		$14.4M Buy
28,735
+117
+0.4% +$56.4K 0.57% 33
2021
Q4 		$14.4M Buy
28,618
+357
+1% +$162K 0.5% 45
2021
Q3 		$11M Buy
28,261
+770
+3% +$319K 0.43% 61
2021
Q2 		$11M Buy
27,491
+1,212
+5% +$483K 0.43% 57
2021
Q1 		$9.78M Buy
26,279
+1,865
+8% +$646K 0.42% 56
2020
Q4 		$8.56M Buy
24,414
+1,356
+6% +$455K 0.4% 62
2020
Q3 		$7.19M Buy
23,058
+1,259
+6% +$387K 0.39% 62
2020
Q2 		$6.43M Buy
21,799
+2,093
+11% +$600K 0.39% 56
2020
Q1 		$4.92M Buy
19,706
+2,255
+13% +$621K 0.36% 57
2019
Q4 		$5.13M Buy
17,451
+1,077
+7% +$282K 0.3% 70
2019
Q3 		$3.56M Buy
16,374
+605
+4% +$146K 0.22% 99
2019
Q2 		$3.85M Buy
15,769
+1,436
+10% +$345K 0.25% 91
2019
Q1 		$3.54M Buy
14,333
+1,623
+13% +$414K 0.23% 96
2018
Q4 		$3.17M Buy
12,710
+9,872
+348% +$2.61M 0.22% 82
2018
Q3 		$755K Sell
2,838
-357
-11% -$92.9K 0.05% 191
2018
Q2 		$784K Buy
3,195
+227
+8% +$54.5K 0.06% 156
2018
Q1 		$635K Buy
2,968
+146
+5% +$33.3K 0.05% 169
2017
Q4 		$622K Buy
2,822
+50
+2% +$10.6K 0.05% 173
2017
Q3 		$543K Buy
2,772
+270
+11% +$52.2K 0.05% 187
2017
Q2 		$464K Sell
2,502
-70
-3% -$12.3K 0.04% 190
2017
Q1 		$422K Sell
2,572
-54
-2% -$8.84K 0.04% 190
2016
Q4 		$420K Buy
2,626
+1,062
+68% +$159K 0.04% 182
2016
Q3 		$219K Buy
+1,564
New +$219K 0.02% 261

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

Wilbanks Smith & Thomas Asset Management's UNH Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its UnitedHealth (UNH) stake by 2.4% in Q1 2024, buying an estimated $341K and bringing the position to 28,553 shares worth $14.1M. The position accounts for 0.4% of the portfolio, ranked #59.

Wilbanks Smith & Thomas Asset Management first reported a position in UNH in Q3 2016 and has held it in 31 quarters since. The position peaked at $15.7M in Q4 2022. 3,381 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 28,553 shares of UnitedHealth worth $14.1M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 671 UnitedHealth shares in Q1 2024, an estimated $341K.
  • UnitedHealth made up 0.4% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #59 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in UnitedHealth in Q3 2016 and has held it in 31 quarters since.
  • Wilbanks Smith & Thomas Asset Management's UnitedHealth position peaked at $15.7M in Q4 2022.
  • 3,381 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.