MWM
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Midwest Wealth Management’s UnitedHealth UNH Stock Holding History

Midwest 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
Q1 		$3.52M Buy
6,907
+137
+2% +$66.1K 2.14% 5
2021
Q4 		$3.4M Buy
6,770
+168
+3% +$76K 2.13% 8
2021
Q3 		$2.58M Buy
6,602
+70
+1% +$29K 1.78% 13
2021
Q2 		$2.62M Buy
6,532
+125
+2% +$49.8K 1.87% 12
2021
Q1 		$2.38M Buy
6,407
+195
+3% +$67.6K 1.94% 10
2020
Q4 		$2.18M Buy
+6,212
New +$2.08M 1.99% 11

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Midwest Wealth Management's UNH Position: Q1 2022 in Review

Midwest Wealth Management increased its UnitedHealth (UNH) stake by 2% in Q1 2022, buying an estimated $66.1K and bringing the position to 6,907 shares worth $3.52M. The position accounts for 2.14% of the portfolio, ranked #5.

Midwest Wealth Management first reported a position in UNH in Q4 2020 and has held it in 6 quarters since. 2,960 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

  • Midwest Wealth Management held 6,907 shares of UnitedHealth worth $3.52M as of Q1 2022.
  • Midwest Wealth Management bought 137 UnitedHealth shares in Q1 2022, an estimated $66.1K.
  • UnitedHealth made up 2.14% of Midwest Wealth Management's portfolio in Q1 2022, its #5 holding.
  • Midwest Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 6 quarters since.
  • 2,960 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.