VW
UNH icon

Vantage Wealth’s UnitedHealth UNH Stock Holding History

Vantage Wealth’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 		– Sell
-672
Closed -$343K – 35
2022
Q1 		$343K Sell
672
-34,387
-98% -$16.6M 0.08% 29
2021
Q4 		$17.6M Sell
35,059
-5,210
-13% -$2.36M 3.89% 14
2021
Q3 		$15.7M Buy
40,269
+429
+1% +$178K 4.03% 13
2021
Q2 		$16M Buy
39,840
+350
+0.9% +$140K 3.9% 14
2021
Q1 		$14.7M Buy
39,490
+190
+0.5% +$65.8K 3.76% 14
2020
Q4 		$13.8M Buy
39,300
+190
+0.5% +$63.7K 3.71% 13
2020
Q3 		$12.2M Buy
39,110
+545
+1% +$167K 3.91% 13
2020
Q2 		$11.4M Buy
38,565
+2,417
+7% +$693K 4.1% 10
2020
Q1 		$9.02M Buy
36,148
+320
+0.9% +$88.1K 3.83% 16
2019
Q4 		$10.5M Buy
35,828
+230
+0.6% +$60.2K 3.92% 12
2019
Q3 		$7.74M Buy
35,598
+603
+2% +$145K 3.16% 25
2019
Q2 		$8.54M Buy
+34,995
New +$8.42M 3.53% 20

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
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
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

Vantage Wealth's UNH Position: Q2 2022 in Review

Vantage Wealth sold out of UnitedHealth (UNH) in Q2 2022, closing a stake of 672 shares — an estimated $343K sold.

Vantage Wealth first reported a position in UNH in Q2 2019 and held it in 12 quarters. The position peaked at $17.6M in Q4 2021. 2,959 funds tracked by Wall St. Rank hold UNH as of Q2 2022.

  • Vantage Wealth reported no remaining UnitedHealth position as of Q2 2022 after selling out during the quarter.
  • Vantage Wealth sold 672 UnitedHealth shares in Q2 2022, an estimated $343K.
  • Vantage Wealth first reported a position in UnitedHealth in Q2 2019 and held it in 12 quarters.
  • Vantage Wealth's UnitedHealth position peaked at $17.6M in Q4 2021.
  • 2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2022.

Based on Vantage Wealth's 13F filing for Q2 2022, filed 19 Jul 2022.