ForthRight Wealth Management’s UnitedHealth UNH Stock Holding History

ForthRight 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 Q2	–	Sell	-491	Closed	-$232K	–	58
2023 Q1	$232K	Hold	491	–	–	0.11%	49
2022 Q4	$260K	Hold	491	–	–	0.13%	43
2022 Q3	$248K	Hold	491	–	–	0.15%	39
2022 Q2	$252K	Hold	491	–	–	0.14%	39
2022 Q1	$250K	Hold	491	–	–	0.13%	37
2021 Q4	$247K	Sell	491 -25	-5%	-$11.3K	0.14%	36
2021 Q3	$202K	Buy	+516	New	+$214K	0.12%	38

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

ForthRight Wealth Management's UNH Position: Q2 2023 in Review

ForthRight Wealth Management sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 491 shares — an estimated $232K sold.

ForthRight Wealth Management first reported a position in UNH in Q3 2021 and held it in 7 quarters. The position peaked at $260K in Q4 2022. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

ForthRight Wealth Management reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
ForthRight Wealth Management sold 491 UnitedHealth shares in Q2 2023, an estimated $232K.
ForthRight Wealth Management first reported a position in UnitedHealth in Q3 2021 and held it in 7 quarters.
ForthRight Wealth Management's UnitedHealth position peaked at $260K in Q4 2022.
3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on ForthRight Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.