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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
Q2 		– Sell
-400
Closed -$98K – 1474
2019
Q1 		$98K Buy
+400
New +$102K 0.02% 452
2018
Q4 		– Sell
-200
Closed -$53K – 1503
2018
Q3 		$53K Buy
+200
New +$52K 0.01% 622

Other funds holding UNH

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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.