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UBP Investment Advisors’s UnitedHealth UNH Stock Holding History

UBP Investment 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
2022
Q3 		$460K Hold
907
– – 0.24% 58
2022
Q2 		$470K Buy
+907
New +$455K 0.19% 68

Other funds holding UNH

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBP Investment Advisors's UNH Position: Q3 2022 in Review

UBP Investment Advisors held its UnitedHealth (UNH) position steady in Q3 2022 at 907 shares worth $460K. The position accounts for 0.24% of the portfolio, ranked #58.

UBP Investment Advisors first reported a position in UNH in Q2 2022 and has held it in 2 quarters since. The position peaked at $470K in Q2 2022. 2,993 funds tracked by Wall St. Rank hold UNH as of Q3 2022.

  • UBP Investment Advisors held 907 shares of UnitedHealth worth $460K as of Q3 2022.
  • UBP Investment Advisors left its UnitedHealth share count unchanged in Q3 2022.
  • UnitedHealth made up 0.24% of UBP Investment Advisors's portfolio in Q3 2022, its #58 holding.
  • UBP Investment Advisors first reported a position in UnitedHealth in Q2 2022 and has held it in 2 quarters since.
  • UBP Investment Advisors's UnitedHealth position peaked at $470K in Q2 2022.
  • 2,993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.