Regal Wealth Group’s UnitedHealth UNH Stock Holding History

Regal Wealth 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 Q4	$540K	Hold	991	–	–	0.33%	29
2023 Q3	$500K	Hold	991	–	–	0.34%	27
2023 Q2	$457K	Buy	991 +1	+0.1%	+$489	0.3%	27
2023 Q1	$482K	Buy	990 +2	+0.2%	+$965	0.34%	31
2022 Q4	$524K	Buy	988 +146	+17%	+$77.3K	0.38%	26
2022 Q3	$438K	Buy	842 +2	+0.2%	+$1.05K	0.34%	26
2022 Q2	$431K	Buy	840 +3	+0.4%	+$1.51K	0.31%	29
2022 Q1	$450K	Buy	837 +2	+0.2%	+$965	0.28%	32
2021 Q4	$419K	Buy	835 +3	+0.4%	+$1.36K	0.24%	36
2021 Q3	$325K	Buy	832 +3	+0.4%	+$1.24K	0.2%	40
2021 Q2	$332K	Buy	829 +2	+0.2%	+$797	0.2%	40
2021 Q1	$308K	Buy	827 +3	+0.4%	+$1.04K	0.18%	39
2020 Q4	$289K	Buy	824 +3	+0.4%	+$1.01K	0.18%	40
2020 Q3	$256K	Buy	821 +4	+0.5%	+$1.23K	0.2%	40
2020 Q2	$241K	Buy	817 +3	+0.4%	+$860	0.2%	40
2020 Q1	$203K	Buy	814 +3	+0.4%	+$826	0.2%	36
2019 Q4	$238K	Buy	811 +4	+0.5%	+$1.05K	0.15%	40
2019 Q3	$176K	Buy	807 +3	+0.4%	+$724	0.12%	42
2019 Q2	$196K	Buy	804 +3	+0.4%	+$722	0.14%	41
2019 Q1	$198K	Buy	801 +3	+0.4%	+$765	0.14%	41
2018 Q4	$199K	Buy	798 +3	+0.4%	+$792	0.18%	39
2018 Q3	$212K	Buy	795 +2	+0.3%	+$520	0.15%	40
2018 Q2	$195K	Buy	793 +3	+0.4%	+$720	0.21%	41
2018 Q1	$169K	Buy	790 +2	+0.3%	+$457	0.13%	46
2017 Q4	$174K	Buy	788 +39	+5%	+$8.27K	0.12%	46
2017 Q3	$147K	Buy	749 +3	+0.4%	+$580	0.11%	47
2017 Q2	$138K	Buy	746 +3	+0.4%	+$526	0.11%	49
2017 Q1	$122K	Buy	+743	New	+$122K	0.09%	50

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Regal Wealth Group's UNH Position: Q4 2023 in Review

Regal Wealth Group held its UnitedHealth (UNH) position steady in Q4 2023 at 991 shares worth $540K. The position accounts for 0.33% of the portfolio, ranked #29.

Regal Wealth Group first reported a position in UNH in Q1 2017 and has held it in 28 quarters since. 3,412 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Regal Wealth Group held 991 shares of UnitedHealth worth $540K as of Q4 2023.
Regal Wealth Group left its UnitedHealth share count unchanged in Q4 2023.
UnitedHealth made up 0.33% of Regal Wealth Group's portfolio in Q4 2023, its #29 holding.
Regal Wealth Group first reported a position in UnitedHealth in Q1 2017 and has held it in 28 quarters since.
3,412 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.