Guardian Financial Partners’s UnitedHealth UNH Stock Holding History

Guardian Financial Partners’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	-1,020	Closed	-$482K	–	39
2023 Q1	$482K	Hold	1,020	–	–	0.48%	28
2022 Q4	$541K	Buy	+1,020	New	+$540K	0.57%	25
2022 Q3	–	Sell	-420	Closed	-$216K	–	38
2022 Q2	$216K	Buy	+420	New	+$211K	0.24%	33

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

Guardian Financial Partners's UNH Position: Q2 2023 in Review

Guardian Financial Partners sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 1,020 shares — an estimated $482K sold.

Guardian Financial Partners first reported a position in UNH in Q2 2022 and held it in 3 quarters. The position peaked at $541K in Q4 2022. 3,129 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

Guardian Financial Partners reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
Guardian Financial Partners sold 1,020 UnitedHealth shares in Q2 2023, an estimated $482K.
Guardian Financial Partners first reported a position in UnitedHealth in Q2 2022 and held it in 3 quarters.
Guardian Financial Partners's UnitedHealth position peaked at $541K in Q4 2022.
3,129 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Guardian Financial Partners's 13F filing for Q2 2023, filed 12 Jul 2023.