JWM
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Janiczek Wealth Management’s UnitedHealth UNH Stock Holding History

Janiczek Wealth Management’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
2024
Q2 		$709K Sell
1,392
-422
-23% -$207K 0.15% 62
2024
Q1 		$897K Buy
1,814
+82
+5% +$41.7K 0.19% 48
2023
Q4 		$912K Buy
1,732
+167
+11% +$89.1K 0.22% 42
2023
Q3 		$789K Buy
1,565
+481
+44% +$237K 0.21% 44
2023
Q2 		$521K Buy
1,084
+214
+25% +$105K 0.14% 52
2023
Q1 		$445K Sell
870
-26
-3% -$12.5K 0.13% 60
2022
Q4 		$444K Buy
896
+80
+10% +$42.4K 0.13% 57
2022
Q3 		$407K Buy
816
+44
+6% +$23.1K 0.13% 54
2022
Q2 		$419K Buy
772
+26
+3% +$13.1K 0.12% 54
2022
Q1 		$381K Buy
746
+131
+21% +$63.2K 0.11% 61
2021
Q4 		$309K Buy
615
+38
+7% +$17.2K 0.09% 74
2021
Q3 		$225K Buy
577
+18
+3% +$7.46K 0.08% 86
2021
Q2 		$224K Buy
559
+162
+41% +$64.6K 0.08% 74
2021
Q1 		$148K Buy
397
+137
+53% +$47.5K 0.06% 95
2020
Q4 		$91K Buy
260
+164
+171% +$55K 0.04% 120
2020
Q3 		$30K Buy
96
+91
+1,820% +$28K 0.02% 128
2020
Q2 		$1K Buy
+5
New +$1.43K ﹤0.01% 355
2018
Q3 		– Sell
-19
Closed -$5K – 171
2018
Q2 		$5K Buy
+19
New +$4.56K ﹤0.01% 113

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janiczek Wealth Management's UNH Position: Q2 2024 in Review

Janiczek Wealth Management reduced its UnitedHealth (UNH) stake by 23% in Q2 2024, selling an estimated $207K and leaving 1,392 shares worth $709K. The position accounts for 0.15% of the portfolio, ranked #62.

Janiczek Wealth Management first reported a position in UNH in Q2 2018 and has held it in 18 quarters since. The position peaked at $912K in Q4 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Janiczek Wealth Management held 1,392 shares of UnitedHealth worth $709K as of Q2 2024.
  • Janiczek Wealth Management sold 422 UnitedHealth shares in Q2 2024, an estimated $207K.
  • UnitedHealth made up 0.15% of Janiczek Wealth Management's portfolio in Q2 2024, its #62 holding.
  • Janiczek Wealth Management first reported a position in UnitedHealth in Q2 2018 and has held it in 18 quarters since.
  • Janiczek Wealth Management's UnitedHealth position peaked at $912K in Q4 2023.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.