KerberRose Wealth Management’s UnitedHealth UNH Stock Holding History

KerberRose 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
2022 Q2	$1.39M	Buy	+2,706	New	+$1.36M	1.13%	20

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

KerberRose Wealth Management's UNH Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2022: 2,706 shares worth $1.39M. The stake represents 1.13% of the portfolio and ranks #20 among its holdings.

2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

KerberRose Wealth Management held 2,706 shares of UnitedHealth worth $1.39M as of Q2 2022.
UnitedHealth was a new KerberRose Wealth Management position in Q2 2022.
UnitedHealth made up 1.13% of KerberRose Wealth Management's portfolio in Q2 2022, its #20 holding.
2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.