Triad Financial Advisors’s UnitedHealth UNH Stock Holding History

Triad Financial 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 Q3	$901K	Buy	1,786 +136	+8%	+$66.9K	0.32%	35
2023 Q2	$793K	Sell	1,650 -40	-2%	-$19.6K	0.33%	35
2023 Q1	$799K	Sell	1,690 -23	-1%	-$11.1K	0.35%	35
2022 Q4	$908K	Buy	1,713 +1,075	+168%	+$569K	0.41%	31
2022 Q3	$322K	Buy	638 +26	+4%	+$13.7K	0.18%	69
2022 Q2	$314K	Sell	612 -109	-15%	-$54.7K	0.17%	72
2022 Q1	$368K	Sell	721 -31	-4%	-$15K	0.2%	69
2021 Q4	$378K	Buy	+752	New	+$340K	0.22%	66

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

Triad Financial Advisors's UNH Position: Q3 2023 in Review

Triad Financial Advisors increased its UnitedHealth (UNH) stake by 8.2% in Q3 2023, buying an estimated $66.9K and bringing the position to 1,786 shares worth $901K. The position accounts for 0.32% of the portfolio, ranked #35.

Triad Financial Advisors first reported a position in UNH in Q4 2021 and has held it in 8 quarters since. The position peaked at $908K in Q4 2022. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Triad Financial Advisors held 1,786 shares of UnitedHealth worth $901K as of Q3 2023.
Triad Financial Advisors bought 136 UnitedHealth shares in Q3 2023, an estimated $66.9K.
UnitedHealth made up 0.32% of Triad Financial Advisors's portfolio in Q3 2023, its #35 holding.
Triad Financial Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's UnitedHealth position peaked at $908K in Q4 2022.
3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.