Fusion Family Wealth’s UnitedHealth UNH Stock Holding History

Fusion Family Wealth’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
2021 Q2	–	Sell	-37	Closed	-$14K	–	93
2021 Q1	$14K	Hold	37	–	–	﹤0.01%	79
2020 Q4	$13K	Hold	37	–	–	﹤0.01%	74
2020 Q3	$12K	Sell	37 -15	-29%	-$4.61K	﹤0.01%	77
2020 Q2	$15K	Sell	52 -15	-22%	-$4.3K	﹤0.01%	75
2020 Q1	$17K	Buy	67 +30	+81%	+$8.26K	﹤0.01%	80
2019 Q4	$11K	Sell	37 -122	-77%	-$31.9K	﹤0.01%	96
2019 Q3	$35K	Buy	159 +122	+330%	+$29.4K	0.01%	75
2019 Q2	$9K	Hold	37	–	–	﹤0.01%	124
2019 Q1	$9K	Sell	37 -12	-24%	-$3.06K	﹤0.01%	114
2018 Q4	$12K	Buy	49 +12	+32%	+$3.17K	﹤0.01%	179
2018 Q3	$10K	Hold	37	–	–	﹤0.01%	195
2018 Q2	$9K	Hold	37	–	–	﹤0.01%	214
2018 Q1	$8K	Hold	37	–	–	﹤0.01%	204
2017 Q4	$8K	Hold	37	–	–	﹤0.01%	218
2017 Q3	$7K	Hold	37	–	–	﹤0.01%	168
2017 Q2	$7K	Hold	37	–	–	﹤0.01%	217
2017 Q1	$6K	Sell	37 -570	-94%	-$93.3K	﹤0.01%	224
2016 Q4	$98K	Buy	+607	New	+$90.7K	0.06%	96

Other funds holding UNH

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fusion Family Wealth's UNH Position: Q2 2021 in Review

Fusion Family Wealth sold out of UnitedHealth (UNH) in Q2 2021, closing a stake of 37 shares — an estimated $14K sold.

Fusion Family Wealth first reported a position in UNH in Q4 2016 and held it in 18 quarters. The position peaked at $98K in Q4 2016. 2,586 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

Fusion Family Wealth reported no remaining UnitedHealth position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 37 UnitedHealth shares in Q2 2021, an estimated $14K.
Fusion Family Wealth first reported a position in UnitedHealth in Q4 2016 and held it in 18 quarters.
Fusion Family Wealth's UnitedHealth position peaked at $98K in Q4 2016.
2,586 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.