PPW
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Pinnacle Private Wealth’s UnitedHealth UNH Stock Holding History

Pinnacle Private Wealth’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 		$392K Buy
763
+49
+7% +$24.6K 0.15% 157
2022
Q1 		$364K Buy
714
+50
+8% +$24.1K 0.11% 193
2021
Q4 		$333K Buy
+664
New +$301K 0.1% 195

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pinnacle Private Wealth's UNH Position: Q2 2022 in Review

Pinnacle Private Wealth increased its UnitedHealth (UNH) stake by 6.9% in Q2 2022, buying an estimated $24.6K and bringing the position to 763 shares worth $392K. The position accounts for 0.15% of the portfolio, ranked #157.

Pinnacle Private Wealth first reported a position in UNH in Q4 2021 and has held it in 3 quarters since. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

  • Pinnacle Private Wealth held 763 shares of UnitedHealth worth $392K as of Q2 2022.
  • Pinnacle Private Wealth bought 49 UnitedHealth shares in Q2 2022, an estimated $24.6K.
  • UnitedHealth made up 0.15% of Pinnacle Private Wealth's portfolio in Q2 2022, its #157 holding.
  • Pinnacle Private Wealth first reported a position in UnitedHealth in Q4 2021 and has held it in 3 quarters since.
  • 2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.