RGT Wealth Advisors’s UnitedHealth UNH Stock Holding History

RGT Wealth Advisors’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
2022 Q3	$288K	Sell	570 -298	-34%	-$157K	0.05%	61
2022 Q2	$446K	Buy	868 +68	+9%	+$34.1K	0.07%	55
2022 Q1	$408K	Sell	800 -636	-44%	-$307K	0.06%	61
2021 Q4	$721K	Buy	1,436 +561	+64%	+$254K	0.11%	45
2021 Q3	$342K	Buy	875 +85	+11%	+$35.2K	0.07%	33
2021 Q2	$316K	Sell	790 -112	-12%	-$44.7K	0.06%	39
2021 Q1	$336K	Sell	902 -25	-3%	-$8.66K	0.07%	34
2020 Q4	$325K	Buy	+927	New	+$311K	0.07%	41
2020 Q2	–	Sell	-1,028	Closed	-$256K	–	47
2020 Q1	$256K	Buy	+1,028	New	+$283K	0.16%	26
2018 Q2	–	Sell	-991	Closed	-$212K	–	82
2018 Q1	$212K	Sell	991 -90	-8%	-$20.6K	0.1%	99
2017 Q4	$238K	Sell	1,081 -260	-19%	-$55.1K	0.13%	84
2017 Q3	$263K	Buy	1,341 +20	+2%	+$3.86K	0.18%	69
2017 Q2	$245K	Buy	1,321 +52	+4%	+$9.12K	0.17%	67
2017 Q1	$208K	Sell	1,269 -199	-14%	-$32.6K	0.14%	91
2016 Q4	$235K	Buy	+1,468	New	+$219K	0.13%	97

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

RGT Wealth Advisors's UNH Position: Q3 2022 in Review

RGT Wealth Advisors reduced its UnitedHealth (UNH) stake by 34% in Q3 2022, selling an estimated $157K and leaving 570 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #61.

RGT Wealth Advisors first reported a position in UNH in Q4 2016 and has held it in 15 quarters since. The position peaked at $721K in Q4 2021. 2,994 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

RGT Wealth Advisors held 570 shares of UnitedHealth worth $288K as of Q3 2022.
RGT Wealth Advisors sold 298 UnitedHealth shares in Q3 2022, an estimated $157K.
UnitedHealth made up 0.05% of RGT Wealth Advisors's portfolio in Q3 2022, its #61 holding.
RGT Wealth Advisors first reported a position in UnitedHealth in Q4 2016 and has held it in 15 quarters since.
RGT Wealth Advisors's UnitedHealth position peaked at $721K in Q4 2021.
2,994 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.