PRW Wealth Management’s UnitedHealth UNH Stock Holding History

PRW Wealth Management’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	$478K	Hold	901	–	–	0.18%	47
2023 Q2	$436K	Buy	901 +16	+2%	+$7.82K	0.15%	35
2023 Q1	$436K	Hold	885	–	–	0.17%	56
2022 Q4	$469K	Hold	885	–	–	0.2%	32
2022 Q3	$447K	Hold	885	–	–	0.21%	43
2022 Q2	$455K	Hold	885	–	–	0.27%	45
2022 Q1	$451K	Buy	+885	New	+$427K	0.2%	63
2021 Q3	–	Sell	-6,532	Closed	-$2.62M	–	271
2021 Q2	$2.62M	Buy	+6,532	New	+$2.6M	0.77%	30
2019 Q2	–	Sell	-334	Closed	-$81K	–	634
2019 Q1	$81K	Sell	334 -6	-2%	-$1.53K	0.08%	101
2018 Q4	$83K	Buy	+340	New	+$89.8K	0.1%	101

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

PRW Wealth Management's UNH Position: Q3 2023 in Review

PRW Wealth Management held its UnitedHealth (UNH) position steady in Q3 2023 at 901 shares worth $478K. The position accounts for 0.18% of the portfolio, ranked #47.

PRW Wealth Management first reported a position in UNH in Q4 2018 and has held it in 10 quarters since. The position peaked at $2.62M in Q2 2021. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

PRW Wealth Management held 901 shares of UnitedHealth worth $478K as of Q3 2023.
PRW Wealth Management left its UnitedHealth share count unchanged in Q3 2023.
UnitedHealth made up 0.18% of PRW Wealth Management's portfolio in Q3 2023, its #47 holding.
PRW Wealth Management first reported a position in UnitedHealth in Q4 2018 and has held it in 10 quarters since.
PRW Wealth Management's UnitedHealth position peaked at $2.62M in Q2 2021.
3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.