Titus Wealth Management’s UnitedHealth UNH Stock Holding History

Titus Wealth Management’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	$1.01M	Buy	1,974 +465	+31%	+$234K	0.51%	36
2022 Q1	$770K	Hold	1,509	–	–	0.35%	49
2021 Q4	$758K	Hold	1,509	–	–	0.34%	50
2021 Q3	$590K	Buy	1,509 +7	+0.5%	+$2.9K	0.31%	56
2021 Q2	$601K	Sell	1,502 -26	-2%	-$10.4K	0.33%	51
2021 Q1	$569K	Hold	1,528	–	–	0.33%	53
2020 Q4	$536K	Sell	1,528 -25	-2%	-$8.38K	0.33%	56
2020 Q3	$484K	Buy	1,553 +25	+2%	+$7.68K	0.35%	58
2020 Q2	$451K	Hold	1,528	–	–	0.36%	55
2020 Q1	$381K	Buy	1,528 +1	+0.1%	+$275	0.36%	56
2019 Q4	$449K	Hold	1,527	–	–	0.45%	51
2019 Q3	$332K	Hold	1,527	–	–	0.3%	64
2019 Q2	$373K	Sell	1,527 -22	-1%	-$5.29K	0.37%	55
2019 Q1	$383	Buy	1,549 +47	+3%	+$12K	0.34%	59
2018 Q4	$374	Sell	1,502 -22	-1%	-$5.81K	0.32%	54
2018 Q3	$405K	Hold	1,524	–	–	0.35%	54
2018 Q2	$374K	Buy	+1,524	New	+$366K	0.4%	48
2018 Q1	–	Sell	-1,524	Closed	-$336K	–	94
2017 Q4	$336K	Buy	+1,524	New	+$323K	0.38%	43

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

Titus Wealth Management's UNH Position: Q2 2022 in Review

Titus Wealth Management increased its UnitedHealth (UNH) stake by 31% in Q2 2022, buying an estimated $234K and bringing the position to 1,974 shares worth $1.01M. The position accounts for 0.51% of the portfolio, ranked #36.

Titus Wealth Management first reported a position in UNH in Q4 2017 and has held it in 18 quarters since. 2,958 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

Titus Wealth Management held 1,974 shares of UnitedHealth worth $1.01M as of Q2 2022.
Titus Wealth Management bought 465 UnitedHealth shares in Q2 2022, an estimated $234K.
UnitedHealth made up 0.51% of Titus Wealth Management's portfolio in Q2 2022, its #36 holding.
Titus Wealth Management first reported a position in UnitedHealth in Q4 2017 and has held it in 18 quarters since.
2,958 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.