KIG
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Kowal Investment Group’s UnitedHealth UNH Stock Holding History

Kowal Investment Group’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
Q3 		$870K Buy
1,488
+319
+27% +$180K 0.16% 84
2024
Q2 		$596K Buy
1,169
+7
+0.6% +$3.43K 0.12% 94
2024
Q1 		$575K Sell
1,162
-250
-18% -$127K 0.12% 92
2023
Q4 		$743K Buy
1,412
+171
+14% +$91.2K 0.17% 75
2023
Q3 		$626K Buy
1,241
+72
+6% +$35.4K 0.17% 72
2023
Q2 		$562K Buy
1,169
+4
+0.3% +$1.96K 0.15% 76
2023
Q1 		$551K Sell
1,165
-70
-6% -$33.8K 0.16% 71
2022
Q4 		$655K Buy
1,235
+210
+20% +$111K 0.2% 71
2022
Q3 		$517K Buy
1,025
+67
+7% +$35.2K 0.18% 69
2022
Q2 		$492K Buy
958
+164
+21% +$82.4K 0.16% 63
2022
Q1 		$405K Buy
794
+9
+1% +$4.34K 0.12% 77
2021
Q4 		$394K Buy
785
+169
+27% +$76.5K 0.12% 66
2021
Q3 		$241K Buy
616
+55
+10% +$22.8K 0.08% 85
2021
Q2 		$225K Sell
561
-8
-1% -$3.19K 0.08% 93
2021
Q1 		$212K Sell
569
-152
-21% -$52.7K 0.09% 88
2020
Q4 		$258K Buy
+721
New +$242K 0.12% 71

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Kowal Investment Group's UNH Position: Q3 2024 in Review

Kowal Investment Group increased its UnitedHealth (UNH) stake by 27% in Q3 2024, buying an estimated $180K and bringing the position to 1,488 shares worth $870K. The position accounts for 0.16% of the portfolio, ranked #84.

Kowal Investment Group first reported a position in UNH in Q4 2020 and has held it in 16 quarters since. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Kowal Investment Group held 1,488 shares of UnitedHealth worth $870K as of Q3 2024.
  • Kowal Investment Group bought 319 UnitedHealth shares in Q3 2024, an estimated $180K.
  • UnitedHealth made up 0.16% of Kowal Investment Group's portfolio in Q3 2024, its #84 holding.
  • Kowal Investment Group first reported a position in UnitedHealth in Q4 2020 and has held it in 16 quarters since.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.