WIA
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Wealthstreet Investment Advisors’s UnitedHealth UNH Stock Holding History

Wealthstreet Investment 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
Q1 		$14K Hold
28
– – 0.38% 48
2021
Q4 		$14K Hold
28
– – 0.35% 49
2021
Q3 		$11K Hold
28
– – 0.3% 53
2021
Q2 		$11K Sell
28
-49,076
-100% -$19.6M 0.06% 77
2021
Q1 		$18.3M Sell
49,104
-7
-0% -$2.43K 1.78% 10
2020
Q4 		$17.2M Sell
49,111
-565
-1% -$189K 1.74% 14
2020
Q3 		$15.5M Sell
49,676
-675
-1% -$207K 1.73% 12
2020
Q2 		$14.9M Sell
50,351
-125
-0.2% -$35.8K 1.82% 11
2020
Q1 		$12.6M Sell
50,476
-73
-0.1% -$20.1K 1.86% 10
2019
Q4 		$14.9M Sell
50,549
-2,527
-5% -$661K 1.73% 11
2019
Q3 		$13.4M Sell
53,076
-2,015
-4% -$486K 1.71% 9
2019
Q2 		$13.4M Buy
55,091
+405
+0.7% +$97.4K 1.74% 12
2019
Q1 		$13.5M Sell
54,686
-259
-0.5% -$66.1K 1.78% 9
2018
Q4 		$14.7M Sell
54,945
-375
-0.7% -$99.1K 2.06% 8
2018
Q3 		$14.7M Sell
55,320
-680
-1% -$177K 1.82% 8
2018
Q2 		$13.7M Sell
56,000
-300
-0.5% -$72K 1.82% 9
2018
Q1 		$12M Buy
56,300
+430
+0.8% +$98.2K 1.51% 10
2017
Q4 		$12.3M Buy
+55,870
New +$11.8M 1.49% 11

Other funds holding UNH

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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