Altium Wealth Management’s UnitedHealth UNH Stock Holding History

Altium Wealth 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
2022 Q2	$8.09M	Buy	15,758 +1,090	+7%	+$547K	0.58%	28
2022 Q1	$7.48M	Buy	14,668 +587	+4%	+$283K	0.48%	32
2021 Q4	$7.07M	Buy	14,081 +839	+6%	+$380K	0.46%	31
2021 Q3	$5.17M	Buy	13,242 +103	+0.8%	+$42.7K	0.37%	32
2021 Q2	$5.26M	Buy	13,139 +101	+0.8%	+$40.3K	0.39%	32
2021 Q1	$4.85M	Buy	13,038 +133	+1%	+$46.1K	0.39%	32
2020 Q4	$4.53M	Buy	12,905 +784	+6%	+$263K	0.4%	31
2020 Q3	$3.78M	Buy	12,121 +401	+3%	+$123K	0.39%	33
2020 Q2	$3.46M	Buy	11,720 +284	+2%	+$81.4K	0.39%	33
2020 Q1	$2.85M	Buy	11,436 +3,645	+47%	+$1M	0.39%	31
2019 Q4	$2.29M	Buy	7,791 +557	+8%	+$146K	0.27%	50
2019 Q3	$1.57M	Buy	7,234 +939	+15%	+$227K	0.21%	63
2019 Q2	$1.54M	Sell	6,295 -714	-10%	-$172K	0.22%	59
2019 Q1	$1.73M	Buy	7,009 +736	+12%	+$188K	0.28%	54
2018 Q4	$1.56M	Buy	6,273 +810	+15%	+$214K	0.3%	50
2018 Q3	$1.45M	Buy	5,463 +990	+22%	+$258K	0.28%	56
2018 Q2	$1.1M	Buy	4,473 +2,953	+194%	+$709K	0.29%	62
2018 Q1	$325K	Buy	1,520 +78	+5%	+$17.8K	0.13%	117
2017 Q4	$318K	Buy	+1,442	New	+$306K	0.15%	112

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Altium Wealth Management's UNH Position: Q2 2022 in Review

Altium Wealth Management increased its UnitedHealth (UNH) stake by 7.4% in Q2 2022, buying an estimated $547K and bringing the position to 15,758 shares worth $8.09M. The position accounts for 0.58% of the portfolio, ranked #28.

Altium Wealth Management first reported a position in UNH in Q4 2017 and has held it in 19 quarters since. 2,958 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Altium Wealth Management held 15,758 shares of UnitedHealth worth $8.09M as of Q2 2022.
Altium Wealth Management bought 1,090 UnitedHealth shares in Q2 2022, an estimated $547K.
UnitedHealth made up 0.58% of Altium Wealth Management's portfolio in Q2 2022, its #28 holding.
Altium Wealth Management first reported a position in UnitedHealth in Q4 2017 and has held it in 19 quarters since.
2,958 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.