AJ Wealth Strategies’s UnitedHealth UNH Stock Holding History

AJ Wealth Strategies’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 Q2	$216K	Buy	+449	New	+$220K	0.01%	274

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AJ Wealth Strategies's UNH Position: Q2 2023 in Review

AJ Wealth Strategies opened a new position in UnitedHealth (UNH) in Q2 2023: 449 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #274 among its holdings.

3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

AJ Wealth Strategies held 449 shares of UnitedHealth worth $216K as of Q2 2023.
UnitedHealth was a new AJ Wealth Strategies position in Q2 2023.
UnitedHealth made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #274 holding.
3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.