QWM
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QP Wealth Management’s UnitedHealth UNH Stock Holding History

QP 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
Q2 		– Sell
-2,557
Closed -$1.21M – 78
2023
Q1 		$1.21M Sell
2,557
-1,059
-29% -$511K 1.98% 17
2022
Q4 		$1.92M Sell
3,616
-418
-10% -$221K 2.99% 7
2022
Q3 		$2.05M Sell
4,034
-9
-0.2% -$4.73K 2.95% 11
2022
Q2 		$2.08M Sell
4,043
-80
-2% -$40.2K 2.85% 12
2022
Q1 		$2.1M Sell
4,123
-80
-2% -$38.6K 2.35% 13
2021
Q4 		$2.11M Sell
4,203
-11
-0.3% -$4.98K 2.24% 13
2021
Q3 		$1.65M Sell
4,214
-59
-1% -$24.4K 1.77% 21
2021
Q2 		$1.71M Sell
4,273
-190
-4% -$75.8K 1.75% 21
2021
Q1 		$1.66M Buy
4,463
+15
+0.3% +$5.2K 1.81% 21
2020
Q4 		$1.56M Buy
4,448
+15
+0.3% +$5.03K 1.72% 20
2020
Q3 		$1.38M Sell
4,433
-45
-1% -$13.8K 1.77% 19
2020
Q2 		$1.32M Sell
4,478
-50
-1% -$14.3K 1.83% 20
2020
Q1 		$1.29M Buy
4,528
+50
+1% +$13.8K 1.87% 20
2019
Q4 		$1.26M Buy
+4,478
New +$1.17M 1.53% 22

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

QP Wealth Management's UNH Position: Q2 2023 in Review

QP Wealth Management sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 2,557 shares — an estimated $1.21M sold.

QP Wealth Management first reported a position in UNH in Q4 2019 and held it in 14 quarters. The position peaked at $2.11M in Q4 2021. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

  • QP Wealth Management reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
  • QP Wealth Management sold 2,557 UnitedHealth shares in Q2 2023, an estimated $1.21M.
  • QP Wealth Management first reported a position in UnitedHealth in Q4 2019 and held it in 14 quarters.
  • QP Wealth Management's UnitedHealth position peaked at $2.11M in Q4 2021.
  • 3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on QP Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.