Ten Capital Wealth Advisors’s UnitedHealth UNH Stock Holding History

Ten Capital 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
2023 Q2	$344K	Buy	716 +299	+72%	+$146K	0.1%	82
2023 Q1	$197K	Buy	417 +174	+72%	+$84K	0.06%	107
2022 Q4	$129K	Sell	243 -71	-23%	-$37.6K	0.05%	114
2022 Q3	$159K	Buy	314 +51	+19%	+$26.8K	0.07%	89
2022 Q2	$135K	Hold	263	–	–	0.06%	102
2022 Q1	$134K	Buy	263 +172	+189%	+$83K	0.06%	97
2021 Q4	$46K	Sell	91 -68	-43%	-$30.8K	0.02%	141
2021 Q3	$62K	Buy	159 +68	+75%	+$28.2K	0.03%	118
2021 Q2	$36K	Buy	91 +48	+112%	+$19.1K	0.01%	202
2021 Q1	$15K	Hold	43	–	–	﹤0.01%	239
2020 Q4	$15K	Buy	+43	New	+$14.4K	﹤0.01%	234

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ten Capital Wealth Advisors's UNH Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its UnitedHealth (UNH) stake by 72% in Q2 2023, buying an estimated $146K and bringing the position to 716 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #82.

Ten Capital Wealth Advisors first reported a position in UNH in Q4 2020 and has held it in 11 quarters since. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

Ten Capital Wealth Advisors held 716 shares of UnitedHealth worth $344K as of Q2 2023.
Ten Capital Wealth Advisors bought 299 UnitedHealth shares in Q2 2023, an estimated $146K.
UnitedHealth made up 0.1% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #82 holding.
Ten Capital Wealth Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 11 quarters since.
3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.