Endurance Wealth Management’s UnitedHealth UNH Stock Holding History

Endurance 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	$1.29M	Hold	2,685	–	–	0.18%	83
2023 Q1	$1.27M	Hold	2,685	–	–	0.18%	82
2022 Q4	$1.42M	Hold	2,685	–	–	0.21%	76
2022 Q3	$1.36M	Hold	2,685	–	–	0.22%	79
2022 Q2	$1.38M	Hold	2,685	–	–	0.21%	79
2022 Q1	$1.37M	Hold	2,685	–	–	0.18%	87
2021 Q4	$1.35M	Hold	2,685	–	–	0.15%	102
2021 Q3	$1.05M	Hold	2,685	–	–	0.12%	117
2021 Q2	$1.07M	Sell	2,685 -11	-0.4%	-$4.39K	0.12%	117
2021 Q1	$1M	Buy	2,696 +412	+18%	+$143K	0.12%	114
2020 Q4	$801K	Hold	2,284	–	–	0.1%	113
2020 Q3	$712K	Buy	2,284 +53	+2%	+$16.3K	0.1%	109
2020 Q2	$658K	Hold	2,231	–	–	0.11%	110
2020 Q1	$556K	Buy	2,231 +945	+73%	+$260K	0.11%	115
2019 Q4	$378K	Sell	1,286 -2,163	-63%	-$566K	0.06%	144
2019 Q3	$750K	Buy	3,449 +2,202	+177%	+$531K	0.12%	107
2019 Q2	$304K	Hold	1,247	–	–	0.05%	150
2019 Q1	$308K	Hold	1,247	–	–	0.05%	147
2018 Q4	$311K	Hold	1,247	–	–	0.06%	140
2018 Q3	$332K	Hold	1,247	–	–	0.05%	145
2018 Q2	$306K	Hold	1,247	–	–	0.05%	147
2018 Q1	$267K	Hold	1,247	–	–	0.04%	154
2017 Q4	$275K	Sell	1,247 -25	-2%	-$5.3K	0.04%	150
2017 Q3	$249K	Hold	1,272	–	–	0.04%	154
2017 Q2	$236K	Sell	1,272 -1,075	-46%	-$189K	0.04%	153
2017 Q1	$385K	Hold	2,347	–	–	0.07%	132
2016 Q4	$376K	Buy	2,347 +2,075	+763%	+$310K	0.07%	132
2016 Q3	$38K	Hold	272	–	–	0.01%	289
2016 Q2	$38K	Hold	272	–	–	0.01%	286
2016 Q1	$35	Hold	272	–	–	﹤0.01%	293
2015 Q4	$32K	Hold	272	–	–	0.01%	307
2015 Q3	$33K	Hold	272	–	–	0.01%	301
2015 Q2	$33K	Buy	+272	New	+$32.2K	0.01%	312

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

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

Endurance Wealth Management held its UnitedHealth (UNH) position steady in Q2 2023 at 2,685 shares worth $1.29M. The position accounts for 0.18% of the portfolio, ranked #83.

Endurance Wealth Management first reported a position in UNH in Q2 2015 and has held it in 33 quarters since. The position peaked at $1.42M in Q4 2022. 3,129 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

Endurance Wealth Management held 2,685 shares of UnitedHealth worth $1.29M as of Q2 2023.
Endurance Wealth Management left its UnitedHealth share count unchanged in Q2 2023.
UnitedHealth made up 0.18% of Endurance Wealth Management's portfolio in Q2 2023, its #83 holding.
Endurance Wealth Management first reported a position in UnitedHealth in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's UnitedHealth position peaked at $1.42M in Q4 2022.
3,129 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.