NFP
UNH icon

Novak Financial Planning’s UnitedHealth UNH Stock Holding History

Novak Financial Planning’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
2021
Q2 		$1.48M Buy
3,704
+5
+0.1% +$1.99K 0.73% 46
2021
Q1 		$1.38M Sell
3,699
-16
-0.4% -$5.54K 0.76% 44
2020
Q4 		$1.3M Buy
+3,715
New +$1.25M 0.77% 40

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Novak Financial Planning's UNH Position: Q2 2021 in Review

Novak Financial Planning increased its UnitedHealth (UNH) stake by 0.14% in Q2 2021, buying an estimated $1.99K and bringing the position to 3,704 shares worth $1.48M. The position accounts for 0.73% of the portfolio, ranked #46.

Novak Financial Planning first reported a position in UNH in Q4 2020 and has held it in 3 quarters since. 2,586 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

  • Novak Financial Planning held 3,704 shares of UnitedHealth worth $1.48M as of Q2 2021.
  • Novak Financial Planning bought 5 UnitedHealth shares in Q2 2021, an estimated $1.99K.
  • UnitedHealth made up 0.73% of Novak Financial Planning's portfolio in Q2 2021, its #46 holding.
  • Novak Financial Planning first reported a position in UnitedHealth in Q4 2020 and has held it in 3 quarters since.
  • 2,586 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.