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V Wealth Advisors’s UnitedHealth UNH Stock Holding History

V 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
Q3 		– Sell
-1,429
Closed -$687K – 346
2023
Q2 		$687K Sell
1,429
-10
-0.7% -$4.89K 0.11% 166
2023
Q1 		$680K Buy
1,439
+109
+8% +$52.6K 0.13% 162
2022
Q4 		$705K Sell
1,330
-601
-31% -$318K 0.15% 149
2022
Q3 		$975K Sell
1,931
-852
-31% -$448K 0.2% 115
2022
Q2 		$1.43M Buy
2,783
+13
+0.5% +$6.53K 0.27% 89
2022
Q1 		$1.41M Sell
2,770
-463
-14% -$223K 0.23% 109
2021
Q4 		$1.62M Sell
3,233
-80
-2% -$36.2K 0.24% 93
2021
Q3 		$1.29M Sell
3,313
-572
-15% -$237K 0.2% 118
2021
Q2 		$1.56M Buy
3,885
+677
+21% +$270K 0.25% 97
2021
Q1 		$1.19M Buy
3,208
+119
+4% +$41.2K 0.22% 116
2020
Q4 		$1.08M Buy
3,089
+1,789
+138% +$600K 0.22% 119
2020
Q3 		$405K Sell
1,300
-2,469
-66% -$758K 0.28% 91
2020
Q2 		$1.11M Sell
3,769
-67
-2% -$19.2K 0.29% 85
2020
Q1 		$957K Buy
3,836
+1,831
+91% +$504K 0.3% 83
2019
Q4 		$436K Hold
2,005
– – 0.16% 154
2019
Q3 		$436K Sell
2,005
-5,986
-75% -$1.44M 0.16% 154
2019
Q2 		$1.95M Sell
7,991
-151
-2% -$36.3K 0.74% 32
2019
Q1 		$1.88M Sell
8,142
-1,391
-15% -$355K 0.76% 33
2018
Q4 		$2.36M Buy
9,533
+133
+1% +$35.1K 1.2% 15
2018
Q3 		$2.51M Buy
9,400
+5,086
+118% +$1.32M 1.16% 13
2018
Q2 		$1.09M Buy
4,314
+1,181
+38% +$284K 0.61% 48
2018
Q1 		$691K Buy
3,133
+896
+40% +$205K 0.37% 75
2017
Q4 		$503K Sell
2,237
-993
-31% -$210K 0.25% 103
2017
Q3 		$641K Buy
3,230
+788
+32% +$152K 0.33% 75
2017
Q2 		$452K Buy
2,442
+261
+12% +$45.8K 0.21% 100
2017
Q1 		$355K Buy
+2,181
New +$357K 0.22% 119

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

V Wealth Advisors's UNH Position: Q3 2023 in Review

V Wealth Advisors sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 1,429 shares — an estimated $687K sold.

V Wealth Advisors first reported a position in UNH in Q1 2017 and held it in 26 quarters. The position peaked at $2.51M in Q3 2018. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • V Wealth Advisors reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 1,429 UnitedHealth shares in Q3 2023, an estimated $687K.
  • V Wealth Advisors first reported a position in UnitedHealth in Q1 2017 and held it in 26 quarters.
  • V Wealth Advisors's UnitedHealth position peaked at $2.51M in Q3 2018.
  • 3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.