Gibson Wealth Advisors’s UnitedHealth UNH Stock Holding History

Gibson 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
2022 Q4	$3.34M	Buy	6,300 +6,200	+6,200%	+$3.28M	0.06%	50
2022 Q3	$51K	Hold	100	–	–	0.06%	48
2022 Q2	$51K	Hold	100	–	–	0.06%	45
2022 Q1	$51K	Hold	100	–	–	0.05%	47
2021 Q4	$50K	Buy	+100	New	+$45.3K	0.05%	40

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gibson Wealth Advisors's UNH Position: Q4 2022 in Review

Gibson Wealth Advisors increased its UnitedHealth (UNH) stake by 6,200% in Q4 2022, buying an estimated $3.28M and bringing the position to 6,300 shares worth $3.34M. The position accounts for 0.06% of the portfolio, ranked #50.

Gibson Wealth Advisors first reported a position in UNH in Q4 2021 and has held it in 5 quarters since. 3,156 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

Gibson Wealth Advisors held 6,300 shares of UnitedHealth worth $3.34M as of Q4 2022.
Gibson Wealth Advisors bought 6,200 UnitedHealth shares in Q4 2022, an estimated $3.28M.
UnitedHealth made up 0.06% of Gibson Wealth Advisors's portfolio in Q4 2022, its #50 holding.
Gibson Wealth Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 5 quarters since.
3,156 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.