RPg Family Wealth Advisory’s UnitedHealth UNH Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-64	Closed	-$32.6K	–	303
2022 Q1	$32.6K	Hold	64	–	–	0.01%	181
2021 Q4	$32.1K	Hold	64	–	–	0.01%	193
2021 Q3	$25K	Hold	64	–	–	0.01%	208
2021 Q2	$25.6K	Buy	+64	New	+$25.5K	0.01%	206
2020 Q4	$22.4K	Hold	64	–	–	0.01%	220
2020 Q3	$20K	Hold	64	–	–	0.01%	216
2020 Q2	$18.9K	Hold	64	–	–	0.01%	219
2020 Q1	$16K	Hold	64	–	–	0.01%	209
2019 Q4	$18.8K	Hold	64	–	–	0.01%	221
2019 Q3	$13.9K	Hold	64	–	–	0.01%	261
2019 Q2	$15.6K	Hold	64	–	–	0.01%	245
2019 Q1	$15.8K	Sell	64 -16,174	-100%	-$4.12M	0.01%	250
2018 Q4	$4.05M	Buy	16,238 +16,174	+25,272%	+$4.27M	3.94%	10
2018 Q3	$17K	Hold	64	–	–	0.01%	199
2018 Q2	$15.7K	Hold	64	–	–	0.01%	195
2018 Q1	$13.7K	Hold	64	–	–	0.01%	220
2017 Q4	$14.1K	Hold	64	–	–	0.01%	237
2017 Q3	$12.5K	Hold	64	–	–	0.01%	255
2017 Q2	$11.9K	Hold	64	–	–	0.01%	283
2017 Q1	$10.5K	Sell	64 -615	-91%	-$101K	0.01%	259
2016 Q4	$109K	Sell	679 -12	-2%	-$1.79K	0.09%	79
2016 Q3	$96.7K	Hold	691	–	–	0.07%	79
2016 Q2	$97.6K	Sell	691 -53	-7%	-$7.07K	0.04%	86
2016 Q1	$95.9K	Buy	744 +119	+19%	+$14.1K	0.07%	88
2015 Q4	$73.5K	Buy	+625	New	+$73K	0.07%	75

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

RPg Family Wealth Advisory's UNH Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of UnitedHealth (UNH) in Q2 2022, closing a stake of 64 shares — an estimated $32.6K sold.

RPg Family Wealth Advisory first reported a position in UNH in Q4 2015 and held it in 25 quarters. The position peaked at $4.05M in Q4 2018. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

RPg Family Wealth Advisory reported no remaining UnitedHealth position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 64 UnitedHealth shares in Q2 2022, an estimated $32.6K.
RPg Family Wealth Advisory first reported a position in UnitedHealth in Q4 2015 and held it in 25 quarters.
RPg Family Wealth Advisory's UnitedHealth position peaked at $4.05M in Q4 2018.
2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.