Private Wealth Strategies’s UnitedHealth UNH Stock Holding History

Private 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
2024 Q2	$4.23M	Buy	8,313 +14	+0.2%	+$6.86K	0.85%	15
2024 Q1	$4.11M	Hold	8,299	–	–	0.89%	14
2023 Q4	$4.37M	Buy	8,299 +1	+0%	+$533	0.97%	16
2023 Q3	$4.18M	Hold	8,298	–	–	1.04%	15
2023 Q2	$3.99M	Buy	8,298 +1	+0%	+$489	0.96%	16
2023 Q1	$3.92M	Hold	8,297	–	–	0.99%	16
2022 Q4	$4.4M	Hold	8,297	–	–	1.17%	15
2022 Q3	$4.19M	Buy	8,297 +47	+0.6%	+$24.7K	1.22%	15
2022 Q2	$4.24M	Hold	8,250	–	–	1.18%	19
2022 Q1	$4.21M	Hold	8,250	–	–	1.04%	20
2021 Q4	$4.14M	Hold	8,250	–	–	0.96%	20
2021 Q3	$3.22M	Buy	8,250 +21	+0.3%	+$8.7K	0.81%	21
2021 Q2	$3.29M	Hold	8,229	–	–	0.85%	21
2021 Q1	$3.06M	Hold	8,229	–	–	0.85%	21
2020 Q4	$2.89M	Hold	8,229	–	–	0.87%	23
2020 Q3	$2.56M	Hold	8,229	–	–	0.9%	23
2020 Q2	$2.43M	Hold	8,229	–	–	1.07%	19
2020 Q1	$2.05M	Hold	8,229	–	–	1.02%	24
2019 Q4	$2.42M	Buy	+8,229	New	+$2.15M	0.97%	19

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

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

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

Private Wealth Strategies's UNH Position: Q2 2024 in Review

Private Wealth Strategies increased its UnitedHealth (UNH) stake by 0.17% in Q2 2024, buying an estimated $6.86K and bringing the position to 8,313 shares worth $4.23M. The position accounts for 0.85% of the portfolio, ranked #15.

Private Wealth Strategies first reported a position in UNH in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.4M in Q4 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Private Wealth Strategies held 8,313 shares of UnitedHealth worth $4.23M as of Q2 2024.
Private Wealth Strategies bought 14 UnitedHealth shares in Q2 2024, an estimated $6.86K.
UnitedHealth made up 0.85% of Private Wealth Strategies's portfolio in Q2 2024, its #15 holding.
Private Wealth Strategies first reported a position in UnitedHealth in Q4 2019 and has held it in 19 quarters since.
Private Wealth Strategies's UnitedHealth position peaked at $4.4M in Q4 2022.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.