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Wunderlich Capital Managemnt’s UnitedHealth UNH Stock Holding History

Wunderlich Capital Managemnt’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 		$3.26M Buy
6,405
+332
+5% +$163K 1.46% 30
2024
Q1 		$3M Sell
6,073
-317
-5% -$161K 1.35% 34
2023
Q4 		$3.36M Sell
6,390
-235
-4% -$125K 1.51% 28
2023
Q3 		$3.34M Sell
6,625
-43
-0.6% -$21.2K 1.65% 24
2023
Q2 		$3.21M Sell
6,668
-2
-0% -$978 1.57% 26
2023
Q1 		$3.15M Sell
6,670
-1
-0% -$483 1.64% 20
2022
Q4 		$3.54M Sell
6,671
-88
-1% -$46.6K 1.97% 14
2022
Q3 		$3.41M Buy
6,759
+52
+0.8% +$27.3K 2.18% 13
2022
Q2 		$3.44M Sell
6,707
-57
-0.8% -$28.6K 2.01% 11
2022
Q1 		$3.45M Sell
6,764
-69
-1% -$33.3K 1.63% 17
2021
Q4 		$3.43M Buy
6,833
+37
+0.5% +$16.7K 1.53% 22
2021
Q3 		$2.65M Buy
6,796
+155
+2% +$64.2K 1.28% 36
2021
Q2 		$2.66M Buy
6,641
+44
+0.7% +$17.5K 1.35% 33
2021
Q1 		$2.46M Sell
6,597
-94
-1% -$32.6K 1.34% 35
2020
Q4 		$2.35M Sell
6,691
-22
-0.3% -$7.37K 1.3% 31
2020
Q3 		$2.09M Buy
6,713
+11
+0.2% +$3.38K 1.29% 28
2020
Q2 		$1.98M Sell
6,702
-23
-0.3% -$6.59K 1.39% 27
2020
Q1 		$1.68M Sell
6,725
-129
-2% -$35.5K 1.38% 25
2019
Q4 		$2.02M Sell
6,854
-21
-0.3% -$5.49K 1.27% 37
2019
Q3 		$1.49M Buy
6,875
+13
+0.2% +$3.14K 1.03% 55
2019
Q2 		$1.67M Buy
+6,862
New +$1.65M 1.11% 45

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

Wunderlich Capital Managemnt's UNH Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its UnitedHealth (UNH) stake by 5.5% in Q2 2024, buying an estimated $163K and bringing the position to 6,405 shares worth $3.26M. The position accounts for 1.46% of the portfolio, ranked #30.

Wunderlich Capital Managemnt first reported a position in UNH in Q2 2019 and has held it in 21 quarters since. The position peaked at $3.54M in Q4 2022. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Wunderlich Capital Managemnt held 6,405 shares of UnitedHealth worth $3.26M as of Q2 2024.
  • Wunderlich Capital Managemnt bought 332 UnitedHealth shares in Q2 2024, an estimated $163K.
  • UnitedHealth made up 1.46% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #30 holding.
  • Wunderlich Capital Managemnt first reported a position in UnitedHealth in Q2 2019 and has held it in 21 quarters since.
  • Wunderlich Capital Managemnt's UnitedHealth position peaked at $3.54M in Q4 2022.
  • 3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.