FOCUS Wealth Advisors’s UnitedHealth UNH Stock Holding History

FOCUS Wealth Advisors’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 Q2	–	Sell	-3,660	Closed	-$1.73M	–	66
2023 Q1	$1.73M	Sell	3,660 -45	-1%	-$21.7K	1.14%	22
2022 Q4	$1.96M	Sell	3,705 -60	-2%	-$31.8K	1.36%	19
2022 Q3	$1.9M	Sell	3,765 -27	-0.7%	-$14.2K	1.35%	20
2022 Q2	$1.95M	Buy	3,792 +12	+0.3%	+$6.03K	1.33%	16
2022 Q1	$1.93M	Sell	3,780 -5	-0.1%	-$2.41K	1.15%	21
2021 Q4	$1.9M	Buy	3,785 +124	+3%	+$56.1K	1.14%	23
2021 Q3	$1.43M	Buy	3,661 +92	+3%	+$38.1K	0.97%	25
2021 Q2	$1.43M	Buy	3,569 +175	+5%	+$69.8K	1%	25
2021 Q1	$1.25M	Sell	3,394 -22	-0.6%	-$7.62K	0.92%	26
2020 Q4	$1.2M	Buy	+3,416	New	+$1.15M	0.92%	26

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FOCUS Wealth Advisors's UNH Position: Q2 2023 in Review

FOCUS Wealth Advisors sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 3,660 shares — an estimated $1.73M sold.

FOCUS Wealth Advisors first reported a position in UNH in Q4 2020 and held it in 10 quarters. The position peaked at $1.96M in Q4 2022. 3,130 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

FOCUS Wealth Advisors reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
FOCUS Wealth Advisors sold 3,660 UnitedHealth shares in Q2 2023, an estimated $1.73M.
FOCUS Wealth Advisors first reported a position in UnitedHealth in Q4 2020 and held it in 10 quarters.
FOCUS Wealth Advisors's UnitedHealth position peaked at $1.96M in Q4 2022.
3,130 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.