PI
UNH icon

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 		$35.6K 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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