Minot Wealth Management’s UnitedHealth UNH Stock Holding History

Minot 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	$8.47M	Sell	16,484 -35	-0.2%	-$17.6K	2.18%	8
2022 Q1	$8.42M	Buy	16,519 +156	+1%	+$75.2K	1.81%	12
2021 Q4	$8.22M	Buy	16,363 +514	+3%	+$233K	1.58%	15
2021 Q3	$6.19M	Buy	15,849 +546	+4%	+$226K	1.34%	22
2021 Q2	$6.41M	Buy	15,303 +1,404	+10%	+$560K	1.4%	21
2021 Q1	$5.17M	Buy	13,899 +950	+7%	+$329K	1.32%	22
2020 Q4	$4.54M	Buy	12,949 +2,883	+29%	+$966K	1.35%	26
2020 Q3	$3.14M	Buy	10,066 +1,368	+16%	+$420K	1.18%	32
2020 Q2	$2.56M	Buy	8,698 +3,526	+68%	+$1.01M	1.28%	29
2020 Q1	$1.29M	Buy	5,172 +362	+8%	+$99.6K	0.92%	41
2019 Q4	$1.45M	Buy	+4,810	New	+$1.26M	0.66%	50

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Minot Wealth Management reduced its UnitedHealth (UNH) stake by 0.21% in Q2 2022, selling an estimated $17.6K and leaving 16,484 shares worth $8.47M. The position accounts for 2.18% of the portfolio, ranked #8.

Minot Wealth Management first reported a position in UNH in Q4 2019 and has held it in 11 quarters since. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Minot Wealth Management held 16,484 shares of UnitedHealth worth $8.47M as of Q2 2022.
Minot Wealth Management sold 35 UnitedHealth shares in Q2 2022, an estimated $17.6K.
UnitedHealth made up 2.18% of Minot Wealth Management's portfolio in Q2 2022, its #8 holding.
Minot Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 11 quarters since.
2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.