Advisor OS’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 | $2.25M | Buy |
8,331
+1,176
| +16% | +$350K | 0.16% | 94 |
|
|
2025
Q4 | $2.36M | Buy |
7,155
+973
| +16% | +$330K | 0.19% | 82 |
|
|
2025
Q3 | $2.13M | Buy |
6,182
+435
| +8% | +$132K | 0.18% | 78 |
|
|
2025
Q2 | $1.79M | Buy |
5,747
+1,393
| +32% | +$532K | 0.18% | 83 |
|
|
2025
Q1 | $2.28M | Buy |
4,354
+1,105
| +34% | +$565K | 0.26% | 57 |
|
|
2024
Q4 | $1.64M | Sell |
3,249
-275
| -8% | -$156K | 0.19% | 80 |
|
|
2024
Q3 | $2.06M | Buy |
3,524
+278
| +9% | +$157K | 0.21% | 90 |
|
|
2024
Q2 | $1.65M | Sell |
3,246
-149
| -4% | -$73K | 0.18% | 101 |
|
|
2024
Q1 | $1.68M | Sell |
3,395
-2,016
| -37% | -$1.02M | 0.19% | 94 |
|
|
2023
Q4 | $2.85M | Sell |
5,411
-139
| -3% | -$74.1K | 0.37% | 40 |
|
|
2023
Q3 | $2.8M | Buy |
5,550
+500
| +10% | +$246K | 0.42% | 42 |
|
|
2023
Q2 | $2.43M | Buy |
5,050
+1,004
| +25% | +$491K | 0.4% | 50 |
|
|
2023
Q1 | $1.91M | Buy |
4,046
+32
| +0.8% | +$15.4K | 0.46% | 51 |
|
|
2022
Q4 | $2.13M | Buy |
4,014
+101
| +3% | +$53.5K | 0.57% | 42 |
|
|
2022
Q3 | $1.98M | Sell |
3,913
-4
| -0.1% | -$2.1K | 0.6% | 35 |
|
|
2022
Q2 | $2.01M | Sell |
3,917
-272
| -6% | -$137K | 0.59% | 39 |
|
|
2022
Q1 | $2.14M | Sell |
4,189
-2,073
| -33% | -$1,000K | 0.62% | 34 |
|
|
2021
Q4 | $3.14M | Buy |
6,262
+497
| +9% | +$225K | 0.64% | 32 |
|
|
2021
Q3 | $2.25M | Sell |
5,765
-259
| -4% | -$107K | 0.49% | 45 |
|
|
2021
Q2 | $2.41M | Buy |
6,024
+821
| +16% | +$327K | 0.5% | 35 |
|
|
2021
Q1 | $1.94M | Buy |
5,203
+151
| +3% | +$52.3K | 0.44% | 40 |
|
|
2020
Q4 | $1.77M | Buy |
5,052
+1,792
| +55% | +$601K | 0.48% | 31 |
|
|
2020
Q3 | $1.02M | Sell |
3,260
-459
| -12% | -$141K | 0.43% | 30 |
|
|
2020
Q2 | $1.1M | Buy |
+3,719
| New | +$1.07M | 0.65% | 36 |
|
Other funds holding UNH
VCM
VPM
