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Paragon Wealth Strategies’s UnitedHealth UNH Stock Holding History

Paragon Wealth Strategies’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
Q1 		– Sell
-281
Closed -$149K – 224
2022
Q4 		$149K Sell
281
-144
-34% -$76.3K 0.18% 31
2022
Q3 		$215K Buy
+425
New +$223K 0.21% 17
2021
Q3 		– Sell
-239
Closed -$96K – 267
2021
Q2 		$96K Buy
+239
New +$95.3K 0.03% 59

Other funds holding UNH

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paragon Wealth Strategies's UNH Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 281 shares — an estimated $149K sold.

Paragon Wealth Strategies first reported a position in UNH in Q2 2021 and held it in 3 quarters. The position peaked at $215K in Q3 2022. 3,110 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 281 UnitedHealth shares in Q1 2023, an estimated $149K.
  • Paragon Wealth Strategies first reported a position in UnitedHealth in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's UnitedHealth position peaked at $215K in Q3 2022.
  • 3,110 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.