Taylor Wealth Management Partners’s UnitedHealth UNH Stock Holding History

Taylor Wealth Management Partners’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	$626K	Sell	1,219 -1	-0.1%	-$502	0.36%	44
2022 Q1	$622K	Buy	1,220 +176	+17%	+$84.9K	0.25%	50
2021 Q4	$524K	Buy	1,044 +245	+31%	+$111K	0.18%	48
2021 Q3	$312K	Buy	799 +101	+14%	+$41.8K	0.11%	60
2021 Q2	$280K	Buy	+698	New	+$278K	0.1%	59

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

Taylor Wealth Management Partners's UNH Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its UnitedHealth (UNH) stake by 0.08% in Q2 2022, selling an estimated $502 and leaving 1,219 shares worth $626K. The position accounts for 0.36% of the portfolio, ranked #44.

Taylor Wealth Management Partners first reported a position in UNH in Q2 2021 and has held it in 5 quarters since. 2,958 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Taylor Wealth Management Partners held 1,219 shares of UnitedHealth worth $626K as of Q2 2022.
Taylor Wealth Management Partners sold 1 UnitedHealth share in Q2 2022, an estimated $502.
UnitedHealth made up 0.36% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #44 holding.
Taylor Wealth Management Partners first reported a position in UnitedHealth in Q2 2021 and has held it in 5 quarters since.
2,958 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.