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Wealthspire Advisors (Maryland)’s UnitedHealth UNH Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$6.1M Buy
19,569
+658
+3% +$202K 0.22% 57
2020
Q2 		$5.58M Sell
18,911
-98
-0.5% -$28.1K 0.4% 42
2020
Q1 		$4.74M Sell
19,009
-114
-0.6% -$31.4K 0.41% 43
2019
Q4 		$5.62M Buy
19,123
+78
+0.4% +$20.4K 0.38% 45
2019
Q3 		$4.14M Buy
19,045
+387
+2% +$93.4K 0.3% 55
2019
Q2 		$4.55M Buy
18,658
+2,038
+12% +$490K 0.34% 51
2019
Q1 		$4.11M Buy
16,620
+456
+3% +$116K 0.31% 51
2018
Q4 		$4.03M Sell
16,164
-234
-1% -$61.8K 0.36% 49
2018
Q3 		$4.36M Buy
16,398
+359
+2% +$93.4K 0.36% 44
2018
Q2 		$3.94M Sell
16,039
-344
-2% -$82.6K 0.36% 45
2018
Q1 		$3.51M Buy
16,383
+334
+2% +$76.3K 0.33% 53
2017
Q4 		$3.54M Buy
16,049
+2,270
+16% +$481K 0.34% 51
2017
Q3 		$2.7M Buy
13,779
+179
+1% +$34.6K 0.29% 56
2017
Q2 		$2.52M Buy
13,600
+5,912
+77% +$1.04M 0.3% 58
2017
Q1 		$1.26M Sell
7,688
-201
-3% -$32.9K 0.18% 84
2016
Q4 		$1.26M Sell
7,889
-831
-10% -$124K 0.19% 84
2016
Q3 		$1.22M Buy
8,720
+3
+0% +$420 0.19% 84
2016
Q2 		$1.23M Buy
8,717
+171
+2% +$22.8K 0.21% 80
2016
Q1 		$1.1M Buy
8,546
+951
+13% +$112K 0.19% 82
2015
Q4 		$893K Buy
+7,595
New +$888K 0.17% 94

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UNH Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its UnitedHealth (UNH) stake by 3.5% in Q3 2020, buying an estimated $202K and bringing the position to 19,569 shares worth $6.1M. The position accounts for 0.22% of the portfolio, ranked #57.

Wealthspire Advisors (Maryland) first reported a position in UNH in Q4 2015 and has held it in 20 quarters since. 2,238 funds tracked by Wall St. Rank hold UNH as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 19,569 shares of UnitedHealth worth $6.1M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 658 UnitedHealth shares in Q3 2020, an estimated $202K.
  • UnitedHealth made up 0.22% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #57 holding.
  • Wealthspire Advisors (Maryland) first reported a position in UnitedHealth in Q4 2015 and has held it in 20 quarters since.
  • 2,238 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.