PFS Investments’s UnitedHealth UNH Stock Holding History

PFS Investments’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 Q2	$28.9M	Buy	60,118 +3,231	+6%	+$1.58M	0.47%	64
2023 Q1	$29.2M	Sell	56,887 -11,833	-17%	-$5.71M	0.51%	59
2022 Q4	$36.4M	Sell	68,720 -1,704	-2%	-$903K	0.68%	39
2022 Q3	$35.6M	Sell	70,424 -5,805	-8%	-$3.05M	0.65%	24
2022 Q2	$39.2M	Buy	76,229 +6,505	+9%	+$3.27M	0.79%	24
2022 Q1	$35.6M	Buy	69,724 +7,025	+11%	+$3.39M	0.67%	38
2021 Q4	$31.5M	Sell	62,699 -5,570	-8%	-$2.52M	0.61%	48
2021 Q3	$31.6M	Buy	68,269 +2,616	+4%	+$1.08M	0.65%	41
2021 Q2	$27.1M	Buy	65,653 +7,281	+12%	+$2.9M	0.62%	43
2021 Q1	$21.7M	Buy	58,372 +7,313	+14%	+$2.53M	0.56%	47
2020 Q4	$18.4M	Buy	51,059 +7,567	+17%	+$2.54M	0.52%	53
2020 Q3	$13.6M	Buy	43,492 +6,192	+17%	+$1.9M	0.45%	53
2020 Q2	$11M	Buy	37,300 +6,621	+22%	+$1.9M	0.41%	58
2020 Q1	$7.65M	Buy	30,679 +7,619	+33%	+$2.1M	0.33%	54
2019 Q4	$6.78M	Buy	23,060 +5,008	+28%	+$1.31M	0.26%	75
2019 Q3	$3.92M	Buy	18,052 +6,723	+59%	+$1.62M	0.17%	86
2019 Q2	$2.8M	Buy	11,329 +7,790	+220%	+$1.87M	0.13%	75
2019 Q1	$875K	Buy	+3,539	New	+$903K	0.04%	104

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFS Investments's UNH Position: Q2 2023 in Review

PFS Investments increased its UnitedHealth (UNH) stake by 5.7% in Q2 2023, buying an estimated $1.58M and bringing the position to 60,118 shares worth $28.9M. The position accounts for 0.47% of the portfolio, ranked #64.

PFS Investments first reported a position in UNH in Q1 2019 and has held it in 18 quarters since. The position peaked at $39.2M in Q2 2022. 3,130 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

PFS Investments held 60,118 shares of UnitedHealth worth $28.9M as of Q2 2023.
PFS Investments bought 3,231 UnitedHealth shares in Q2 2023, an estimated $1.58M.
UnitedHealth made up 0.47% of PFS Investments's portfolio in Q2 2023, its #64 holding.
PFS Investments first reported a position in UnitedHealth in Q1 2019 and has held it in 18 quarters since.
PFS Investments's UnitedHealth position peaked at $39.2M in Q2 2022.
3,130 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.