Horan Securities’s UnitedHealth UNH Stock Holding History

Horan Securities’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 Q3	–	Sell	-3,568	Closed	-$1.72M	–	630
2023 Q2	$1.72M	Buy	3,568 +19	+0.5%	+$9.29K	0.73%	13
2023 Q1	$1.68M	Sell	3,549 -9	-0.3%	-$4.34K	0.86%	9
2022 Q4	$1.89M	Buy	3,558 +65	+2%	+$34.4K	1.06%	7
2022 Q3	$1.76M	Buy	3,493 +9	+0.3%	+$4.73K	1.09%	9
2022 Q2	$1.81M	Buy	3,484 +49	+1%	+$24.6K	1.09%	10
2022 Q1	$1.75M	Buy	3,435 +3,420	+22,800%	+$1.65M	1.03%	11
2021 Q4	$8K	Buy	+15	New	+$6.79K	﹤0.01%	349
2021 Q1	–	Sell	-16	Closed	-$6K	–	458
2020 Q4	$6K	Hold	16	–	–	﹤0.01%	303
2020 Q3	$5K	Hold	16	–	–	0.01%	267
2020 Q2	$5K	Buy	+16	New	+$4.58K	0.01%	244
2019 Q3	–	Sell	-11	Closed	-$3K	–	294
2019 Q2	$3K	Buy	+11	New	+$2.65K	﹤0.01%	249

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

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

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

Geode Capital Management

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