Intercontinental Wealth Advisors’s UnitedHealth UNH Stock Holding History

Intercontinental 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
2023 Q2	$610K	Hold	1,270	–	–	0.15%	159
2023 Q1	$600K	Buy	1,270 +30	+2%	+$14.5K	0.15%	155
2022 Q4	$657K	Hold	1,240	–	–	0.2%	119
2022 Q3	$626K	Sell	1,240 -73	-6%	-$38.4K	0.2%	117
2022 Q2	$674K	Buy	1,313 +67	+5%	+$33.6K	0.18%	114
2022 Q1	$635K	Buy	1,246 +351	+39%	+$169K	0.14%	148
2021 Q4	$449K	Buy	895 +25	+3%	+$11.3K	0.09%	200
2021 Q3	$340K	Sell	870 -202	-19%	-$83.7K	0.08%	216
2021 Q2	$429K	Buy	1,072 +401	+60%	+$160K	0.09%	191
2021 Q1	$250K	Sell	671 -19	-3%	-$6.58K	0.05%	238
2020 Q4	$242K	Buy	+690	New	+$231K	0.06%	221
2020 Q1	–	Sell	-184	Closed	-$54K	–	298
2019 Q4	$54K	Sell	184 -348	-65%	-$91K	0.05%	178
2019 Q3	$116K	Buy	532 +80	+18%	+$19.3K	0.07%	163
2019 Q2	$110K	Hold	452	–	–	0.06%	162
2019 Q1	$112K	Buy	452 +1	+0.2%	+$255	0.06%	164
2018 Q4	$112K	Buy	+451	New	+$119K	0.06%	157

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

Intercontinental Wealth Advisors's UNH Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its UnitedHealth (UNH) position steady in Q2 2023 at 1,270 shares worth $610K. The position accounts for 0.15% of the portfolio, ranked #159.

Intercontinental Wealth Advisors first reported a position in UNH in Q4 2018 and has held it in 16 quarters since. The position peaked at $674K in Q2 2022. 3,129 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

Intercontinental Wealth Advisors held 1,270 shares of UnitedHealth worth $610K as of Q2 2023.
Intercontinental Wealth Advisors left its UnitedHealth share count unchanged in Q2 2023.
UnitedHealth made up 0.15% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #159 holding.
Intercontinental Wealth Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 16 quarters since.
Intercontinental Wealth Advisors's UnitedHealth position peaked at $674K in Q2 2022.
3,129 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.