Financial Architects (New Jersey)’s UnitedHealth UNH Stock Holding History

Financial Architects (New Jersey)’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
2019 Q1	–	Sell	-600	Closed	-$149K	–	1535
2018 Q4	$149K	Hold	600	–	–	0.03%	316
2018 Q3	$160K	Buy	+600	New	+$156K	0.03%	352
2018 Q1	–	Sell	-800	Closed	-$176K	–	1597
2017 Q4	$176K	Sell	800 -2,400	-75%	-$509K	0.03%	349
2017 Q3	$627K	Buy	+3,200	New	+$618K	0.11%	132
2015 Q3	–	Sell	-50	Closed	-$24K	–	872
2015 Q2	$24K	Buy	+50	New	+$5.92K	0.01%	603

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

Financial Architects (New Jersey)'s UNH Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its UnitedHealth (UNH) stake by 8.4% in Q2 2023, buying an estimated $39.6K and bringing the position to 1,042 shares worth $501K. The position accounts for 0.08% of the portfolio, ranked #206.

Financial Architects (New Jersey) first reported a position in UNH in Q2 2014 and has held it in 34 quarters since. The position peaked at $566K in Q4 2022. 3,129 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

Financial Architects (New Jersey) held 1,042 shares of UnitedHealth worth $501K as of Q2 2023.
Financial Architects (New Jersey) bought 81 UnitedHealth shares in Q2 2023, an estimated $39.6K.
UnitedHealth made up 0.08% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #206 holding.
Financial Architects (New Jersey) first reported a position in UnitedHealth in Q2 2014 and has held it in 34 quarters since.
Financial Architects (New Jersey)'s UnitedHealth position peaked at $566K in Q4 2022.
3,129 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.