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Windsor Wealth Management’s UnitedHealth UNH Stock Holding History

Windsor Wealth Management’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
Q3 		$581K Buy
1,153
+4
+0.3% +$1.97K 0.11% 93
2023
Q2 		$552K Buy
1,149
+109
+10% +$53.3K 0.1% 95
2023
Q1 		$536K Hold
1,040
– – 0.1% 96
2022
Q4 		$510K Buy
1,040
+1
+0.1% +$530 0.11% 97
2022
Q3 		$525K Sell
1,039
-31
-3% -$16.3K 0.13% 90
2022
Q2 		$551K Sell
1,070
-4,769
-82% -$2.39M 0.14% 89
2022
Q1 		$3.19M Sell
5,839
-10
-0.2% -$4.82K 0.59% 37
2021
Q4 		$2.87M Buy
5,849
+329
+6% +$149K 0.53% 40
2021
Q3 		$2.17M Buy
5,520
+205
+4% +$84.9K 0.45% 42
2021
Q2 		$2.13M Buy
5,315
+220
+4% +$87.7K 0.46% 44
2021
Q1 		$1.9M Buy
5,095
+181
+4% +$62.7K 0.45% 44
2020
Q4 		$1.72M Buy
4,914
+81
+2% +$27.2K 0.44% 48
2020
Q3 		$1.56M Buy
4,833
+336
+7% +$103K 0.45% 47
2020
Q2 		$1.33M Buy
4,497
+39
+0.9% +$11.2K 0.42% 56
2020
Q1 		$1.11M Buy
4,458
+268
+6% +$73.7K 0.45% 52
2019
Q4 		$1.23M Buy
4,190
+212
+5% +$55.5K 0.45% 54
2019
Q3 		$862K Buy
3,978
+218
+6% +$52.6K 0.38% 70
2019
Q2 		$912K Buy
3,760
+667
+22% +$160K 0.4% 72
2019
Q1 		$765K Buy
3,093
+322
+12% +$82.1K 0.43% 69
2018
Q4 		$690K Buy
2,771
+630
+29% +$166K 0.47% 66
2018
Q3 		$570K Buy
2,141
+523
+32% +$136K 0.37% 78
2018
Q2 		$397K Buy
+1,618
New +$389K 0.31% 86

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Windsor Wealth Management's UNH Position: Q3 2023 in Review

Windsor Wealth Management increased its UnitedHealth (UNH) stake by 0.35% in Q3 2023, buying an estimated $1.97K and bringing the position to 1,153 shares worth $581K. The position accounts for 0.11% of the portfolio, ranked #93.

Windsor Wealth Management first reported a position in UNH in Q2 2018 and has held it in 22 quarters since. The position peaked at $3.19M in Q1 2022. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Windsor Wealth Management held 1,153 shares of UnitedHealth worth $581K as of Q3 2023.
  • Windsor Wealth Management bought 4 UnitedHealth shares in Q3 2023, an estimated $1.97K.
  • UnitedHealth made up 0.11% of Windsor Wealth Management's portfolio in Q3 2023, its #93 holding.
  • Windsor Wealth Management first reported a position in UnitedHealth in Q2 2018 and has held it in 22 quarters since.
  • Windsor Wealth Management's UnitedHealth position peaked at $3.19M in Q1 2022.
  • 3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.