Dougherty Wealth Advisers LLC Unitedhealth Group Inc Transaction History
Dougherty Wealth Advisers LLC
- $135 Million
- Q1 2025
A detailed history of Dougherty Wealth Advisers LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 510 shares of UNH stock, worth $214,200. This represents 0.2% of its overall portfolio holdings.
Number of Shares
510
Previous 510
-0.0%
Holding current value
$214,200
Previous $257,000
3.89%
% of portfolio
0.2%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding UNH
# of Institutions
4,085Shares Held
774MCall Options Held
9.06MPut Options Held
9.08M-
Vanguard Group Inc Valley Forge, PA85.1MShares$35.8 Billion0.77% of portfolio
-
Black Rock Inc. New York, NY73.4MShares$30.8 Billion0.86% of portfolio
-
State Street Corp Boston, MA45.6MShares$19.1 Billion0.93% of portfolio
-
Jpmorgan Chase & CO New York, NY24.4MShares$10.3 Billion1.01% of portfolio
-
Capital World Investors Los Angeles, CA21.5MShares$9.04 Billion1.72% of portfolio
About UNITEDHEALTH GROUP INC
- Ticker UNH
- Exchange NYSE
- Sector Healthcare
- Industry Healthcare Plans
- Shares Outstandng 935,382,976
- Market Cap $393B
- Description
- UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...