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BerganKDV Wealth Management’s UnitedHealth UNH Stock Holding History

BerganKDV 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
2023
Q2 		$11.9M Sell
24,809
-276
-1% -$135K 1.19% 18
2023
Q1 		$11.9M Sell
25,085
-793
-3% -$383K 1.22% 19
2022
Q4 		$13.7M Buy
25,878
+219
+0.9% +$116K 1.49% 16
2022
Q3 		$13M Buy
25,659
+321
+1% +$169K 1.55% 14
2022
Q2 		$13M Sell
25,338
-458
-2% -$230K 1.49% 16
2022
Q1 		$13.2M Buy
25,796
+557
+2% +$269K 1.41% 17
2021
Q4 		$12.7M Sell
25,239
-156
-0.6% -$70.6K 1.32% 20
2021
Q3 		$9.92M Buy
25,395
+639
+3% +$265K 1.12% 19
2021
Q2 		$9.91M Buy
24,756
+528
+2% +$211K 1.18% 17
2021
Q1 		$9.01M Buy
24,228
+246
+1% +$85.2K 1.16% 17
2020
Q4 		$8.41M Buy
23,982
+434
+2% +$145K 1.18% 17
2020
Q3 		$7.34M Buy
23,548
+731
+3% +$225K 1.16% 16
2020
Q2 		$6.73M Buy
22,817
+888
+4% +$254K 1.15% 18
2020
Q1 		$5.47M Buy
21,929
+10,239
+88% +$2.82M 1.12% 18
2019
Q4 		$3.44M Buy
11,690
+236
+2% +$61.7K 0.61% 36
2019
Q3 		$2.49M Buy
11,454
+2,623
+30% +$633K 0.49% 44
2019
Q2 		$2.15M Buy
8,831
+370
+4% +$89K 0.43% 48
2019
Q1 		$2.09M Buy
8,461
+1,139
+16% +$290K 0.43% 51
2018
Q4 		$1.82M Buy
7,322
+368
+5% +$97.2K 0.43% 46
2018
Q3 		$1.85M Sell
6,954
-402
-5% -$105K 0.4% 49
2018
Q2 		$1.8M Buy
7,356
+816
+12% +$196K 0.4% 45
2018
Q1 		$1.4M Buy
6,540
+26
+0.4% +$5.94K 0.38% 55
2017
Q4 		$1.44M Buy
6,514
+89
+1% +$18.9K 0.34% 55
2017
Q3 		$1.26M Buy
6,425
+61
+1% +$11.8K 0.31% 64
2017
Q2 		$1.18M Buy
6,364
+673
+12% +$118K 0.34% 55
2017
Q1 		$933K Sell
5,691
-529
-9% -$86.6K 0.28% 69
2016
Q4 		$995K Buy
6,220
+597
+11% +$89.2K 0.33% 60
2016
Q3 		$787K Sell
5,623
-189
-3% -$26.5K 0.27% 67
2016
Q2 		$821K Buy
5,812
+2,072
+55% +$276K 0.35% 61
2016
Q1 		$482K Buy
+3,740
New +$442K 0.29% 94

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BerganKDV Wealth Management's UNH Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its UnitedHealth (UNH) stake by 1.1% in Q2 2023, selling an estimated $135K and leaving 24,809 shares worth $11.9M. The position accounts for 1.19% of the portfolio, ranked #18.

BerganKDV Wealth Management first reported a position in UNH in Q1 2016 and has held it in 30 quarters since. The position peaked at $13.7M in Q4 2022. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

  • BerganKDV Wealth Management held 24,809 shares of UnitedHealth worth $11.9M as of Q2 2023.
  • BerganKDV Wealth Management sold 276 UnitedHealth shares in Q2 2023, an estimated $135K.
  • UnitedHealth made up 1.19% of BerganKDV Wealth Management's portfolio in Q2 2023, its #18 holding.
  • BerganKDV Wealth Management first reported a position in UnitedHealth in Q1 2016 and has held it in 30 quarters since.
  • BerganKDV Wealth Management's UnitedHealth position peaked at $13.7M in Q4 2022.
  • 3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.