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Filbrandt Wealth Management’s UnitedHealth UNH Stock Holding History

Filbrandt 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
2021
Q3 		$7K Buy
+17
New +$7.04K ﹤0.01% 135
2020
Q4 		– Sell
-400
Closed -$125K – 185
2020
Q3 		$125K Sell
400
-35
-8% -$10.8K 0.1% 42
2020
Q2 		$128K Buy
+435
New +$125K 0.1% 55

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Filbrandt Wealth Management's UNH Position: Q3 2021 in Review

Filbrandt Wealth Management opened a new position in UnitedHealth (UNH) in Q3 2021: 17 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #135 among its holdings. This is a return to the name: Filbrandt Wealth Management previously reported a position in UNH as recently as Q3 2020.

Filbrandt Wealth Management first reported a position in UNH in Q2 2020 and has held it in 3 quarters since. The position peaked at $128K in Q2 2020. 2,564 funds tracked by Wall St. Rank hold UNH as of Q3 2021.

  • Filbrandt Wealth Management held 17 shares of UnitedHealth worth $7K as of Q3 2021.
  • UnitedHealth was a new Filbrandt Wealth Management position in Q3 2021.
  • UnitedHealth made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #135 holding.
  • Filbrandt Wealth Management first reported a position in UnitedHealth in Q2 2020 and has held it in 3 quarters since.
  • Filbrandt Wealth Management's UnitedHealth position peaked at $128K in Q2 2020.
  • 2,564 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.