Polaris Wealth Advisory Group’s UnitedHealth UNH Stock Holding History

Polaris Wealth Advisory Group’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 Q3	$14.4M	Sell	28,601 -563	-2%	-$277K	1.1%	31
2023 Q2	$14M	Buy	29,164 +2,970	+11%	+$1.45M	1.06%	33
2023 Q1	$12.4M	Sell	26,194 -1,321	-5%	-$637K	0.91%	39
2022 Q4	$13.6M	Buy	27,515 +8,567	+45%	+$4.54M	1.01%	39
2022 Q3	$9.45M	Sell	18,948 -127	-0.7%	-$66.8K	0.79%	42
2022 Q2	$9.8M	Buy	19,075 +17,065	+849%	+$8.57M	0.78%	38
2022 Q1	$1.08M	Buy	+2,010	New	+$969K	0.07%	91
2021 Q2	–	Sell	-2,120	Closed	-$798K	–	210
2021 Q1	$798K	Buy	2,120 +398	+23%	+$138K	0.05%	100
2020 Q4	$626K	Buy	+1,722	New	+$577K	0.05%	110
2019 Q4	–	Sell	-12,560	Closed	-$2.72M	–	184
2019 Q3	$2.72M	Buy	12,560 +2,599	+26%	+$627K	0.22%	78
2019 Q2	$2.42M	Sell	9,961 -61,724	-86%	-$14.8M	0.18%	80
2019 Q1	$17.6M	Buy	+71,685	New	+$18.3M	1.32%	39
2018 Q4	–	Sell	-451	Closed	-$120K	–	433
2018 Q3	$120K	Buy	+451	New	+$117K	0.01%	180
2018 Q2	–	Sell	-100	Closed	-$21K	–	419
2018 Q1	$21K	Buy	+100	New	+$22.8K	﹤0.01%	296

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polaris Wealth Advisory Group's UNH Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its UnitedHealth (UNH) stake by 1.9% in Q3 2023, selling an estimated $277K and leaving 28,601 shares worth $14.4M. The position accounts for 1.1% of the portfolio, ranked #31.

Polaris Wealth Advisory Group first reported a position in UNH in Q1 2018 and has held it in 14 quarters since. The position peaked at $17.6M in Q1 2019. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Polaris Wealth Advisory Group held 28,601 shares of UnitedHealth worth $14.4M as of Q3 2023.
Polaris Wealth Advisory Group sold 563 UnitedHealth shares in Q3 2023, an estimated $277K.
UnitedHealth made up 1.1% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #31 holding.
Polaris Wealth Advisory Group first reported a position in UnitedHealth in Q1 2018 and has held it in 14 quarters since.
Polaris Wealth Advisory Group's UnitedHealth position peaked at $17.6M in Q1 2019.
3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.