Adams Diversified Equity Fund’s UnitedHealth UNH Stock Holding History

Adams Diversified Equity Fund’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
2026 Q1	$11.1M	Sell	41,000 -9,800	-19%	-$2.92M	0.39%	78
2025 Q4	$16.8M	Hold	50,800	–	–	0.56%	63
2025 Q3	$17.5M	Hold	50,800	–	–	0.59%	57
2025 Q2	$15.8M	Hold	50,800	–	–	0.57%	55
2025 Q1	$26.6M	Buy	50,800 +18,400	+57%	+$9.41M	1.06%	24
2024 Q4	$16.4M	Hold	32,400	–	–	0.62%	55
2024 Q3	$18.9M	Sell	32,400 -2,500	-7%	-$1.41M	0.7%	48
2024 Q2	$17.8M	Sell	34,900 -72,800	-68%	-$35.7M	0.61%	56
2024 Q1	$53.3M	Buy	107,700 +17,100	+19%	+$8.69M	1.89%	9
2023 Q4	$47.7M	Hold	90,600	–	–	1.88%	9
2023 Q3	$45.7M	Hold	90,600	–	–	1.95%	9
2023 Q2	$43.5M	Sell	90,600 -8,700	-9%	-$4.25M	1.81%	9
2023 Q1	$46.9M	Hold	99,300	–	–	2.11%	5
2022 Q4	$52.6M	Hold	99,300	–	–	2.52%	4
2022 Q3	$50.1M	Hold	99,300	–	–	2.5%	5
2022 Q2	$51M	Sell	99,300 -18,400	-16%	-$9.24M	2.42%	5
2022 Q1	$60M	Sell	117,700 -15,700	-12%	-$7.57M	2.39%	5
2021 Q4	$67M	Sell	133,400 -16,300	-11%	-$7.38M	2.54%	5
2021 Q3	$58.5M	Buy	149,700 +18,100	+14%	+$7.5M	2.31%	6
2021 Q2	$52.7M	Sell	131,600 -500	-0.4%	-$199K	2.08%	7
2021 Q1	$49.1M	Hold	132,100	–	–	2.1%	6
2020 Q4	$46.3M	Sell	132,100 -5,800	-4%	-$1.94M	2.1%	6
2020 Q3	$43M	Hold	137,900	–	–	2.1%	6
2020 Q2	$40.7M	Hold	137,900	–	–	2.15%	6
2020 Q1	$34.4M	Buy	137,900 +33,700	+32%	+$9.27M	2.18%	5
2019 Q4	$30.6M	Buy	104,200 +13,500	+15%	+$3.53M	1.58%	14
2019 Q3	$19.7M	Sell	90,700 -18,100	-17%	-$4.37M	1.05%	36
2019 Q2	$26.5M	Sell	108,800 -36,700	-25%	-$8.83M	1.41%	19
2019 Q1	$36M	Hold	145,500	–	–	1.98%	8
2018 Q4	$36.2M	Sell	145,500 -16,900	-10%	-$4.46M	2.23%	6
2018 Q3	$43.2M	Hold	162,400	–	–	2.14%	8
2018 Q2	$39.8M	Hold	162,400	–	–	2.12%	9
2018 Q1	$34.8M	Buy	162,400 +120,400	+287%	+$27.5M	1.9%	9
2017 Q4	$9.26M	Buy	+42,000	New	+$8.9M	0.5%	72
2013 Q3	–	Sell	-287,500	Closed	-$18.8M	–	86
2013 Q2	$18.8M	Buy	+287,500	New	+$17.9M	1.5%	26