BDO Wealth Advisors’s UnitedHealth UNH Stock Holding History

BDO 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
2023 Q2	$2.32M	Buy	4,822 +922	+24%	+$451K	0.27%	82
2023 Q1	$1.84M	Sell	3,900 -20	-0.5%	-$9.65K	0.23%	90
2022 Q4	$2.08M	Sell	3,920 -80	-2%	-$42.4K	0.26%	83
2022 Q3	$2.02M	Hold	4,000	–	–	0.27%	79
2022 Q2	$2.06M	Sell	4,000 -1	-0%	-$502	0.25%	80
2022 Q1	$2.04M	Sell	4,001 -15	-0.4%	-$7.24K	0.22%	87
2021 Q4	$2.02M	Buy	4,016 +28	+0.7%	+$12.7K	0.21%	84
2021 Q3	$1.56M	Hold	3,988	–	–	0.17%	102
2021 Q2	$1.6M	Sell	3,988 -562	-12%	-$224K	0.18%	99
2021 Q1	$1.69M	Buy	4,550 +519	+13%	+$180K	0.2%	91
2020 Q4	$1.41M	Buy	4,031 +106	+3%	+$35.5K	0.2%	85
2020 Q3	$1.22M	Buy	3,925 +24	+0.6%	+$7.37K	0.2%	82
2020 Q2	$1.15M	Hold	3,901	–	–	0.2%	83
2020 Q1	$973K	Buy	3,901 +3,692	+1,767%	+$1.02M	0.2%	86
2019 Q4	$61K	Sell	209 -135	-39%	-$35.3K	0.02%	284
2019 Q3	$75K	Buy	344 +5	+1%	+$1.21K	0.02%	274
2019 Q2	$83K	Buy	339 +9	+3%	+$2.17K	0.02%	263
2019 Q1	$82K	Sell	330 -500	-60%	-$128K	0.02%	238
2018 Q4	$207K	Sell	830 -75	-8%	-$19.8K	0.07%	144
2018 Q3	$241K	Hold	905	–	–	0.08%	141
2018 Q2	$222K	Buy	905 +400	+79%	+$96K	0.08%	149
2018 Q1	$108K	Sell	505 -100	-17%	-$22.8K	0.04%	181
2017 Q4	$133K	Hold	605	–	–	0.06%	135
2017 Q3	$118K	Sell	605 -50	-8%	-$9.66K	0.06%	130
2017 Q2	$121K	Buy	+655	New	+$115K	0.05%	155

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

BDO Wealth Advisors's UNH Position: Q2 2023 in Review

BDO Wealth Advisors increased its UnitedHealth (UNH) stake by 24% in Q2 2023, buying an estimated $451K and bringing the position to 4,822 shares worth $2.32M. The position accounts for 0.27% of the portfolio, ranked #82.

BDO Wealth Advisors first reported a position in UNH in Q2 2017 and has held it in 25 quarters since. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

BDO Wealth Advisors held 4,822 shares of UnitedHealth worth $2.32M as of Q2 2023.
BDO Wealth Advisors bought 922 UnitedHealth shares in Q2 2023, an estimated $451K.
UnitedHealth made up 0.27% of BDO Wealth Advisors's portfolio in Q2 2023, its #82 holding.
BDO Wealth Advisors first reported a position in UnitedHealth in Q2 2017 and has held it in 25 quarters since.
3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.