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Milestone Wealth’s UnitedHealth UNH Stock Holding History

Milestone Wealth’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
Q3 		$178K Hold
352
– – 0.2% 53
2022
Q2 		$181K Sell
352
-5
-1% -$2.51K 0.19% 55
2022
Q1 		$180K Hold
357
– – 0.15% 61
2021
Q4 		$180K Buy
+357
New +$162K 0.14% 61

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Milestone Wealth's UNH Position: Q3 2022 in Review

Milestone Wealth held its UnitedHealth (UNH) position steady in Q3 2022 at 352 shares worth $178K. The position accounts for 0.2% of the portfolio, ranked #53.

Milestone Wealth first reported a position in UNH in Q4 2021 and has held it in 4 quarters since. The position peaked at $181K in Q2 2022. 2,994 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • Milestone Wealth held 352 shares of UnitedHealth worth $178K as of Q3 2022.
  • Milestone Wealth left its UnitedHealth share count unchanged in Q3 2022.
  • UnitedHealth made up 0.2% of Milestone Wealth's portfolio in Q3 2022, its #53 holding.
  • Milestone Wealth first reported a position in UnitedHealth in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's UnitedHealth position peaked at $181K in Q2 2022.
  • 2,994 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.