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ARS Wealth Advisors’s UnitedHealth UNH Stock Holding History

ARS Wealth 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
2021
Q2 		$1.1M Buy
2,739
+2
+0.1% +$797 0.2% 49
2021
Q1 		$1.02M Sell
2,737
-277
-9% -$96K 0.22% 46
2020
Q4 		$1.06M Buy
3,014
+105
+4% +$35.2K 0.23% 45
2020
Q3 		$907K Sell
2,909
-45
-2% -$13.8K 0.25% 38
2020
Q2 		$871K Sell
2,954
-63
-2% -$18.1K 0.27% 39
2020
Q1 		$752K Buy
3,017
+990
+49% +$272K 0.32% 42
2019
Q4 		$596K Buy
2,027
+995
+96% +$260K 0.17% 58
2019
Q3 		$224K Buy
+1,032
New +$249K 0.07% 100

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ARS Wealth Advisors's UNH Position: Q2 2021 in Review

ARS Wealth Advisors increased its UnitedHealth (UNH) stake by 0.07% in Q2 2021, buying an estimated $797 and bringing the position to 2,739 shares worth $1.1M. The position accounts for 0.2% of the portfolio, ranked #49.

ARS Wealth Advisors first reported a position in UNH in Q3 2019 and has held it in 8 quarters since. 2,587 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

  • ARS Wealth Advisors held 2,739 shares of UnitedHealth worth $1.1M as of Q2 2021.
  • ARS Wealth Advisors bought 2 UnitedHealth shares in Q2 2021, an estimated $797.
  • UnitedHealth made up 0.2% of ARS Wealth Advisors's portfolio in Q2 2021, its #49 holding.
  • ARS Wealth Advisors first reported a position in UnitedHealth in Q3 2019 and has held it in 8 quarters since.
  • 2,587 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.