TWP
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Treybourne Wealth Planners’s UnitedHealth UNH Stock Holding History

Treybourne Wealth Planners’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
2021
Q2 		$262K Hold
654
– – 0.16% 40
2021
Q1 		$243K Buy
+654
New +$227K 0.17% 38

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Treybourne Wealth Planners's UNH Position: Q2 2021 in Review

Treybourne Wealth Planners held its UnitedHealth (UNH) position steady in Q2 2021 at 654 shares worth $262K. The position accounts for 0.16% of the portfolio, ranked #40.

Treybourne Wealth Planners first reported a position in UNH in Q1 2021 and has held it in 2 quarters since. 2,586 funds tracked by Wall St. Rank hold UNH as of Q2 2021.

  • Treybourne Wealth Planners held 654 shares of UnitedHealth worth $262K as of Q2 2021.
  • Treybourne Wealth Planners left its UnitedHealth share count unchanged in Q2 2021.
  • UnitedHealth made up 0.16% of Treybourne Wealth Planners's portfolio in Q2 2021, its #40 holding.
  • Treybourne Wealth Planners first reported a position in UnitedHealth in Q1 2021 and has held it in 2 quarters since.
  • 2,586 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2021.

Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.