Accredited Investors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.62M | Sell |
9,668
-834
| -8% | -$248K | 0.14% | 64 |
|
|
2025
Q4 | $3.47M | Buy |
10,502
+176
| +2% | +$59.6K | 0.18% | 53 |
|
|
2025
Q3 | $3.57M | Buy |
10,326
+865
| +9% | +$262K | 0.2% | 50 |
|
|
2025
Q2 | $2.95M | Buy |
9,461
+396
| +4% | +$151K | 0.17% | 53 |
|
|
2025
Q1 | $4.75M | Buy |
9,065
+1,530
| +20% | +$782K | 0.29% | 41 |
|
|
2024
Q4 | $3.81M | Sell |
7,535
-284
| -4% | -$161K | 0.22% | 45 |
|
|
2024
Q3 | $4.57M | Sell |
7,819
-589
| -7% | -$333K | 0.26% | 41 |
|
|
2024
Q2 | $4.28M | Sell |
8,408
-70
| -0.8% | -$34.3K | 0.27% | 40 |
|
|
2024
Q1 | $4.19M | Buy |
8,478
+1,181
| +16% | +$600K | 0.27% | 43 |
|
|
2023
Q4 | $3.84M | Sell |
7,297
-112
| -2% | -$59.7K | 0.27% | 44 |
|
|
2023
Q3 | $3.74M | Sell |
7,409
-13
| -0.2% | -$6.4K | 0.28% | 41 |
|
|
2023
Q2 | $3.57M | Sell |
7,422
-7,219
| -49% | -$3.53M | 0.25% | 40 |
|
|
2023
Q1 | $6.92M | Buy |
14,641
+122
| +0.8% | +$58.9K | 0.53% | 30 |
|
|
2022
Q4 | $7.7M | Buy |
14,519
+460
| +3% | +$244K | 0.65% | 29 |
|
|
2022
Q3 | $7.1M | Sell |
14,059
-18
| -0.1% | -$9.46K | 0.82% | 27 |
|
|
2022
Q2 | $7.23M | Buy |
14,077
+289
| +2% | +$145K | 0.86% | 25 |
|
|
2022
Q1 | $7.03M | Buy |
13,788
+718
| +5% | +$346K | 0.63% | 28 |
|
|
2021
Q4 | $6.56M | Sell |
13,070
-38
| -0.3% | -$17.2K | 0.58% | 25 |
|
|
2021
Q3 | $5.12M | Buy |
13,108
+94
| +0.7% | +$38.9K | 0.55% | 25 |
|
|
2021
Q2 | $5.21M | Buy |
13,014
+77
| +0.6% | +$30.7K | 0.53% | 25 |
|
|
2021
Q1 | $4.81M | Buy |
12,937
+42
| +0.3% | +$14.6K | 0.64% | 25 |
|
|
2020
Q4 | $4.52M | Buy |
12,895
+21
| +0.2% | +$7.04K | 0.76% | 19 |
|
|
2020
Q3 | $4.01M | Sell |
12,874
-2
| -0% | -$614 | 0.84% | 17 |
|
|
2020
Q2 | $3.8M | Sell |
12,876
-362
| -3% | -$104K | 0.77% | 20 |
|
|
2020
Q1 | $3.3M | Sell |
13,238
-87
| -0.7% | -$23.9K | 0.78% | 20 |
|
|
2019
Q4 | $3.92M | Buy |
13,325
+534
| +4% | +$140K | 0.67% | 27 |
|
|
2019
Q3 | $2.78M | Buy |
12,791
+79
| +0.6% | +$19.1K | 0.54% | 27 |
|
|
2019
Q2 | $3.1M | Hold |
12,712
| – | – | 0.61% | 27 |
|
|
2019
Q1 | $3.14M | Buy |
12,712
+1,046
| +9% | +$267K | 0.63% | 27 |
|
|
2018
Q4 | $2.91M | Buy |
11,666
+1,500
| +15% | +$396K | 0.65% | 27 |
|
|
2018
Q3 | $2.7M | Buy |
10,166
+115
| +1% | +$29.9K | 0.67% | 19 |
|
|
2018
Q2 | $2.47M | Buy |
10,051
+248
| +3% | +$59.5K | 0.64% | 18 |
|
|
2018
Q1 | $2.1M | Sell |
9,803
-919
| -9% | -$210K | 0.57% | 20 |
|
|
2017
Q4 | $2.36M | Buy |
10,722
+6,253
| +140% | +$1.33M | 0.65% | 17 |
|
|
2017
Q3 | $875K | Buy |
4,469
+157
| +4% | +$30.3K | 0.24% | 42 |
|
|
2017
Q2 | $799K | Hold |
4,312
| – | – | 0.21% | 35 |
|
|
2017
Q1 | $707K | Buy |
4,312
+642
| +17% | +$105K | 0.18% | 43 |
|
|
2016
Q4 | $587K | Buy |
3,670
+162
| +5% | +$24.2K | 0.15% | 48 |
|
|
2016
Q3 | $491K | Buy |
3,508
+34
| +1% | +$4.76K | 0.13% | 55 |
|
|
2016
Q2 | $491K | Buy |
3,474
+1,157
| +50% | +$154K | 0.14% | 57 |
|
|
2016
Q1 | $299K | Buy |
2,317
+100
| +5% | +$11.8K | 0.08% | 73 |
|
|
2015
Q4 | $261K | Hold |
2,217
| – | – | 0.06% | 76 |
|
|
2015
Q3 | $258K | Buy |
2,217
+13
| +0.6% | +$1.56K | 0.07% | 70 |
|
|
2015
Q2 | $269K | Buy |
+2,204
| New | +$261K | 0.07% | 62 |
|
|
2015
Q1 | – | Sell |
-2,421
| Closed | -$245K | – | 76 |
|
|
2014
Q4 | $245K | Buy |
2,421
+64
| +3% | +$6.07K | 0.07% | 63 |
|
|
2014
Q3 | $204K | Buy |
+2,357
| New | +$199K | 0.06% | 69 |
|
Other funds holding UNH
VCM
VPM
