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WCG Wealth Advisors’s UnitedHealth UNH Stock Holding History

WCG 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
2022
Q4 		– Sell
-3,793
Closed -$2.12M – 266
2022
Q3 		$2.12M Sell
3,793
-1,973
-34% -$1.04M 0.28% 72
2022
Q2 		$2.96M Buy
+5,766
New +$2.9M 0.41% 56

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WCG Wealth Advisors's UNH Position: Q4 2022 in Review

WCG Wealth Advisors sold out of UnitedHealth (UNH) in Q4 2022, closing a stake of 3,793 shares — an estimated $2.12M sold.

WCG Wealth Advisors first reported a position in UNH in Q2 2022 and held it in 2 quarters. The position peaked at $2.96M in Q2 2022. 3,157 funds tracked by Wall St. Rank hold UNH as of Q4 2022.

  • WCG Wealth Advisors reported no remaining UnitedHealth position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 3,793 UnitedHealth shares in Q4 2022, an estimated $2.12M.
  • WCG Wealth Advisors first reported a position in UnitedHealth in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's UnitedHealth position peaked at $2.96M in Q2 2022.
  • 3,157 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.