WA
UNH icon

WFG Advisors’s UnitedHealth UNH Stock Holding History

WFG 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
2017
Q2 		$1.18M Buy
6,350
+825
+15% +$145K 0.27% 99
2017
Q1 		$906K Buy
5,525
+701
+15% +$115K 0.24% 99
2016
Q4 		$772K Sell
4,824
-175
-4% -$26.1K 0.19% 140
2016
Q3 		$700K Buy
4,999
+2,035
+69% +$285K 0.17% 144
2016
Q2 		$419K Sell
2,964
-53
-2% -$7.07K 0.11% 192
2016
Q1 		$389K Sell
3,017
-1,171
-28% -$139K 0.11% 196
2015
Q4 		$493K Sell
4,188
-243
-5% -$28.4K 0.15% 164
2015
Q3 		$514K Sell
4,431
-759
-15% -$90.8K 0.16% 151
2015
Q2 		$633K Buy
5,190
+10
+0.2% +$1.18K 0.17% 131
2015
Q1 		$613K Buy
5,180
+231
+5% +$25.7K 0.17% 138
2014
Q4 		$500K Buy
4,949
+2,474
+100% +$234K 0.1% 219
2014
Q3 		$213K Sell
2,475
-160
-6% -$13.5K 0.04% 431
2014
Q2 		$215K Sell
2,635
-124
-4% -$9.76K 0.04% 430
2014
Q1 		$226K Sell
2,759
-3,596
-57% -$271K 0.05% 408
2013
Q4 		$479K Buy
6,355
+83
+1% +$5.96K 0.07% 321
2013
Q3 		$449K Buy
6,272
+703
+13% +$50.3K 0.07% 301
2013
Q2 		$365K Buy
+5,569
New +$347K 0.06% 322

Other funds holding UNH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return