Doyle Wealth Management’s UnitedHealth UNH Stock Holding History

Doyle 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 Q3	$3.61M	Buy	7,142 +139	+2%	+$73.1K	0.31%	68
2022 Q2	$3.6M	Buy	7,003 +131	+2%	+$65.8K	0.29%	72
2022 Q1	$3.5M	Buy	6,872 +220	+3%	+$106K	0.25%	75
2021 Q4	$3.34M	Buy	6,652 +41	+0.6%	+$18.6K	0.24%	74
2021 Q3	$2.58M	Buy	6,611 +2,597	+65%	+$1.08M	0.21%	77
2021 Q2	$1.61M	Buy	4,014 +523	+15%	+$209K	0.13%	87
2021 Q1	$1.3M	Buy	3,491 +1,872	+116%	+$649K	0.12%	92
2020 Q4	$568K	Buy	1,619 +900	+125%	+$302K	0.06%	129
2020 Q3	$224K	Buy	+719	New	+$221K	0.03%	169
2020 Q2	–	Sell	-905	Closed	-$226K	–	185
2020 Q1	$226K	Buy	905 +102	+13%	+$28.1K	0.04%	165
2019 Q4	$236K	Buy	+803	New	+$210K	0.03%	188
2019 Q3	–	Sell	-839	Closed	-$205K	–	720
2019 Q2	$205K	Buy	+839	New	+$202K	0.03%	188
2019 Q1	–	Sell	-681	Closed	-$170K	–	710
2018 Q4	$170K	Sell	681 -256	-27%	-$67.6K	0.03%	189
2018 Q3	$249K	Buy	937 +30	+3%	+$7.8K	0.04%	169
2018 Q2	$223K	Buy	+907	New	+$218K	0.04%	165

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

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

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

Doyle Wealth Management's UNH Position: Q3 2022 in Review

Doyle Wealth Management increased its UnitedHealth (UNH) stake by 2% in Q3 2022, buying an estimated $73.1K and bringing the position to 7,142 shares worth $3.61M. The position accounts for 0.31% of the portfolio, ranked #68.

Doyle Wealth Management first reported a position in UNH in Q2 2018 and has held it in 15 quarters since. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

Doyle Wealth Management held 7,142 shares of UnitedHealth worth $3.61M as of Q3 2022.
Doyle Wealth Management bought 139 UnitedHealth shares in Q3 2022, an estimated $73.1K.
UnitedHealth made up 0.31% of Doyle Wealth Management's portfolio in Q3 2022, its #68 holding.
Doyle Wealth Management first reported a position in UnitedHealth in Q2 2018 and has held it in 15 quarters since.
2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.