Catalyst Wealth Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$371K Buy
785
+12
+2% +$5.79K 0.35% 88
2022
Q4
$410K Buy
+773
New +$409K 0.39% 84

Other funds holding UNH

Catalyst Wealth Management's UNH Position: Q1 2023 in Review

Catalyst Wealth Management increased its UnitedHealth (UNH) stake by 1.6% in Q1 2023, buying an estimated $5.79K and bringing the position to 785 shares worth $371K. The position accounts for 0.35% of the portfolio, ranked #88.

Catalyst Wealth Management first reported a position in UNH in Q4 2022 and has held it in 2 quarters since. The position peaked at $410K in Q4 2022. 3,111 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

  • Catalyst Wealth Management held 785 shares of UnitedHealth worth $371K as of Q1 2023.
  • Catalyst Wealth Management bought 12 UnitedHealth shares in Q1 2023, an estimated $5.79K.
  • UnitedHealth made up 0.35% of Catalyst Wealth Management's portfolio in Q1 2023, its #88 holding.
  • Catalyst Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 2 quarters since.
  • Catalyst Wealth Management's UnitedHealth position peaked at $410K in Q4 2022.
  • 3,111 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.