FMB Wealth Management’s UnitedHealth UNH Stock Holding History

FMB 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 Q1	–	Sell	-465	Closed	-$247K	–	59
2022 Q4	$247K	Buy	+465	New	+$246K	0.32%	42

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

FMB Wealth Management's UNH Position: Q1 2023 in Review

FMB Wealth Management sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 465 shares — an estimated $247K sold.

FMB Wealth Management first reported a position in UNH in Q4 2022 and held it in 1 quarter. The position peaked at $247K in Q4 2022. 3,109 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

FMB Wealth Management reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
FMB Wealth Management sold 465 UnitedHealth shares in Q1 2023, an estimated $247K.
FMB Wealth Management first reported a position in UnitedHealth in Q4 2022 and held it in 1 quarter.
FMB Wealth Management's UnitedHealth position peaked at $247K in Q4 2022.
3,109 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on FMB Wealth Management's 13F filing for Q1 2023, filed 15 Oct 2024.