Madison Wealth Management’s UnitedHealth UNH Stock Holding History

Madison 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
2023 Q3	$7.03M	Buy	13,938 +61	+0.4%	+$30K	1.48%	15
2023 Q2	$6.67M	Buy	13,877 +58	+0.4%	+$28.4K	1.35%	18
2023 Q1	$6.53M	Sell	13,819 -123	-0.9%	-$59.4K	1.41%	19
2022 Q4	$7.39M	Sell	13,942 -62	-0.4%	-$32.8K	1.69%	11
2022 Q3	$7.07M	Buy	14,004 +368	+3%	+$194K	1.74%	13
2022 Q2	$7M	Sell	13,636 -120	-0.9%	-$60.3K	1.7%	12
2022 Q1	$7.01M	Sell	13,756 -80	-0.6%	-$38.6K	1.47%	19
2021 Q4	$6.95M	Buy	13,836 +85	+0.6%	+$38.5K	1.39%	21
2021 Q3	$5.37M	Buy	13,751 +127	+0.9%	+$52.6K	1.17%	22
2021 Q2	$5.46M	Buy	13,624 +253	+2%	+$101K	1.2%	22
2021 Q1	$4.97M	Buy	13,371 +335	+3%	+$116K	1.22%	22
2020 Q4	$4.57M	Buy	13,036 +169	+1%	+$56.6K	1.21%	21
2020 Q3	$4.01M	Sell	12,867 -195	-1%	-$59.9K	1.2%	23
2020 Q2	$3.85M	Sell	13,062 -426	-3%	-$122K	1.27%	24
2020 Q1	$3.36M	Sell	13,488 -255	-2%	-$70.2K	1.35%	23
2019 Q4	$4.04M	Buy	+13,743	New	+$3.6M	1.16%	28

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

Madison Wealth Management's UNH Position: Q3 2023 in Review

Madison Wealth Management increased its UnitedHealth (UNH) stake by 0.44% in Q3 2023, buying an estimated $30K and bringing the position to 13,938 shares worth $7.03M. The position accounts for 1.48% of the portfolio, ranked #15.

Madison Wealth Management first reported a position in UNH in Q4 2019 and has held it in 16 quarters since. The position peaked at $7.39M in Q4 2022. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Madison Wealth Management held 13,938 shares of UnitedHealth worth $7.03M as of Q3 2023.
Madison Wealth Management bought 61 UnitedHealth shares in Q3 2023, an estimated $30K.
UnitedHealth made up 1.48% of Madison Wealth Management's portfolio in Q3 2023, its #15 holding.
Madison Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 16 quarters since.
Madison Wealth Management's UnitedHealth position peaked at $7.39M in Q4 2022.
3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.