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Wealth Enhancement & Preservation of GA’s UnitedHealth UNH Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q2 		$684K Buy
1,423
+119
+9% +$58.2K 0.66% 30
2023
Q1 		$616K Buy
1,304
+163
+14% +$78.7K 0.74% 34
2022
Q4 		$605K Buy
1,141
+291
+34% +$154K 0.99% 29
2022
Q3 		$429K Sell
850
-1,337
-61% -$703K 0.69% 31
2022
Q2 		$1.22M Sell
2,187
-742
-25% -$373K 1.29% 19
2022
Q1 		$1.49M Sell
2,929
-27
-0.9% -$13K 1.15% 21
2021
Q4 		$1.48M Buy
2,956
+23
+0.8% +$10.4K 1% 20
2021
Q3 		$1.15M Buy
2,933
+65
+2% +$26.9K 0.88% 32
2021
Q2 		$1.15M Buy
2,868
+77
+3% +$30.7K 0.85% 32
2021
Q1 		$1.04M Buy
2,791
+23
+0.8% +$7.97K 0.8% 32
2020
Q4 		$971K Buy
2,768
+393
+17% +$132K 0.84% 29
2020
Q3 		$735K Buy
2,375
+550
+30% +$169K 0.76% 30
2020
Q2 		$525K Sell
1,825
-915
-33% -$262K 0.65% 27
2020
Q1 		$622K Sell
2,740
-3,858
-58% -$1.06M 0.59% 34
2019
Q4 		$1.94M Buy
+6,598
New +$1.73M 0.99% 12

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealth Enhancement & Preservation of GA's UNH Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA increased its UnitedHealth (UNH) stake by 9.1% in Q2 2023, buying an estimated $58.2K and bringing the position to 1,423 shares worth $684K. The position accounts for 0.66% of the portfolio, ranked #30.

Wealth Enhancement & Preservation of GA first reported a position in UNH in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.94M in Q4 2019. 3,130 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

  • Wealth Enhancement & Preservation of GA held 1,423 shares of UnitedHealth worth $684K as of Q2 2023.
  • Wealth Enhancement & Preservation of GA bought 119 UnitedHealth shares in Q2 2023, an estimated $58.2K.
  • UnitedHealth made up 0.66% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #30 holding.
  • Wealth Enhancement & Preservation of GA first reported a position in UnitedHealth in Q4 2019 and has held it in 15 quarters since.
  • Wealth Enhancement & Preservation of GA's UnitedHealth position peaked at $1.94M in Q4 2019.
  • 3,130 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.