Fiat Wealth Management’s UnitedHealth UNH Stock Holding History

Fiat 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 Q4	$2.23M	Buy	+4,227	New	+$2.25M	28.16%	1

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fiat Wealth Management's UNH Position: Q4 2023 in Review

Fiat Wealth Management opened a new position in UnitedHealth (UNH) in Q4 2023: 4,227 shares worth $2.23M. The stake represents 28.16% of the portfolio and ranks #1 among its holdings.

3,412 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Fiat Wealth Management held 4,227 shares of UnitedHealth worth $2.23M as of Q4 2023.
UnitedHealth was a new Fiat Wealth Management position in Q4 2023.
UnitedHealth made up 28.16% of Fiat Wealth Management's portfolio in Q4 2023, its #1 holding.
3,412 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Fiat Wealth Management's 13F filing for Q4 2023, filed 3 May 2024.