Frontier Wealth Management’s UnitedHealth UNH Stock Holding History

Frontier 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
2022 Q2	$7.54M	Buy	14,672 +327	+2%	+$164K	0.55%	49
2022 Q1	$7.66M	Buy	14,345 +884	+7%	+$426K	0.1%	38
2021 Q4	$6.76M	Buy	13,461 +645	+5%	+$292K	0.45%	48
2021 Q3	$5.01M	Buy	12,816 +306	+2%	+$127K	0.35%	60
2021 Q2	$5.01M	Buy	12,510 +685	+6%	+$273K	0.35%	58
2021 Q1	$4.4M	Buy	11,825 +1,060	+10%	+$367K	0.34%	55
2020 Q4	$3.77M	Buy	10,765 +1,202	+13%	+$403K	0.31%	66
2020 Q3	$2.98M	Buy	9,563 +695	+8%	+$213K	0.27%	72
2020 Q2	$2.62M	Buy	8,868 +2,568	+41%	+$736K	0.24%	80
2020 Q1	$1.57M	Buy	6,300 +766	+14%	+$211K	0.26%	92
2019 Q4	$1.63M	Sell	5,534 -2,905	-34%	-$760K	0.26%	87
2019 Q3	$1.83M	Sell	8,439 -718	-8%	-$173K	0.27%	81
2019 Q2	$2.23M	Buy	9,157 +1,325	+17%	+$319K	0.33%	67
2019 Q1	$1.94M	Buy	7,832 +1,187	+18%	+$303K	0.26%	88
2018 Q4	$1.66M	Buy	6,645 +8	+0.1%	+$2.11K	0.25%	97
2018 Q3	$1.77M	Buy	6,637 +1	+0%	+$260	0.17%	96
2018 Q2	$1.63M	Buy	6,636 +24	+0.4%	+$5.76K	0.23%	99
2018 Q1	$1.42M	Buy	6,612 +534	+9%	+$122K	0.2%	118
2017 Q4	$1.34M	Sell	6,078 -1,135	-16%	-$241K	0.22%	110
2017 Q3	$1.41M	Buy	7,213 +501	+7%	+$96.8K	0.2%	121
2017 Q2	$1.25M	Buy	6,712 +652	+11%	+$114K	0.19%	130
2017 Q1	$994K	Buy	6,060 +256	+4%	+$41.9K	0.15%	157
2016 Q4	$929K	Buy	5,804 +3,080	+113%	+$460K	0.15%	161
2016 Q3	$381K	Buy	2,724 +105	+4%	+$14.7K	0.06%	246
2016 Q2	$370K	Sell	2,619 -300	-10%	-$40K	0.06%	247
2016 Q1	$376K	Buy	2,919 +598	+26%	+$70.7K	0.03%	229
2015 Q4	$273K	Sell	2,321 -616	-21%	-$72K	0.04%	267
2015 Q3	$341K	Buy	2,937 +1,180	+67%	+$141K	0.05%	238
2015 Q2	$214K	Sell	1,757 -109	-6%	-$12.9K	0.03%	303
2015 Q1	$221K	Buy	+1,866	New	+$207K	0.04%	273

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Frontier Wealth Management's UNH Position: Q2 2022 in Review

Frontier Wealth Management increased its UnitedHealth (UNH) stake by 2.3% in Q2 2022, buying an estimated $164K and bringing the position to 14,672 shares worth $7.54M. The position accounts for 0.55% of the portfolio, ranked #49.

Frontier Wealth Management first reported a position in UNH in Q1 2015 and has held it in 30 quarters since. The position peaked at $7.66M in Q1 2022. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Frontier Wealth Management held 14,672 shares of UnitedHealth worth $7.54M as of Q2 2022.
Frontier Wealth Management bought 327 UnitedHealth shares in Q2 2022, an estimated $164K.
UnitedHealth made up 0.55% of Frontier Wealth Management's portfolio in Q2 2022, its #49 holding.
Frontier Wealth Management first reported a position in UnitedHealth in Q1 2015 and has held it in 30 quarters since.
Frontier Wealth Management's UnitedHealth position peaked at $7.66M in Q1 2022.
2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.