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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthstreet Investment Advisors's UNH Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its UnitedHealth (UNH) position steady in Q1 2022 at 28 shares worth $14K. The position accounts for 0.38% of the portfolio, ranked #48.

Wealthstreet Investment Advisors first reported a position in UNH in Q4 2017 and has held it in 18 quarters since. The position peaked at $18.3M in Q1 2021. 2,959 funds tracked by Wall St. Rank hold UNH as of Q1 2022.

Wealthstreet Investment Advisors held 28 shares of UnitedHealth worth $14K as of Q1 2022.
Wealthstreet Investment Advisors left its UnitedHealth share count unchanged in Q1 2022.
UnitedHealth made up 0.38% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #48 holding.
Wealthstreet Investment Advisors first reported a position in UnitedHealth in Q4 2017 and has held it in 18 quarters since.
Wealthstreet Investment Advisors's UnitedHealth position peaked at $18.3M in Q1 2021.
2,959 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.