Advisory Research’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 | $575K | Sell |
2,125
-117
| -5% | -$34.8K | 0.07% | 126 |
|
|
2025
Q4 | $740K | Sell |
2,242
-352
| -14% | -$119K | 0.09% | 123 |
|
|
2025
Q3 | $896K | Sell |
2,594
-21,449
| -89% | -$6.49M | 0.12% | 115 |
|
|
2025
Q2 | $7.5M | Buy |
24,043
+3,006
| +14% | +$1.15M | 1.15% | 28 |
|
|
2025
Q1 | $11M | Sell |
21,037
-1,341
| -6% | -$686K | 1.94% | 15 |
|
|
2024
Q4 | $11.3M | Sell |
22,378
-156
| -0.7% | -$88.6K | 1.88% | 18 |
|
|
2024
Q3 | $13.2M | Sell |
22,534
-651
| -3% | -$368K | 2.34% | 9 |
|
|
2024
Q2 | $11.8M | Buy |
23,185
+853
| +4% | +$418K | 2.22% | 13 |
|
|
2024
Q1 | $11M | Buy |
22,332
+504
| +2% | +$256K | 2.2% | 12 |
|
|
2023
Q4 | $11.5M | Sell |
21,828
-130
| -0.6% | -$69.3K | 1.77% | 11 |
|
|
2023
Q3 | $11.1M | Sell |
21,958
-912
| -4% | -$449K | 1.54% | 7 |
|
|
2023
Q2 | $11M | Buy |
22,870
+732
| +3% | +$358K | 1.41% | 10 |
|
|
2023
Q1 | $10.5M | Sell |
22,138
-18,290
| -45% | -$8.83M | 1.72% | 8 |
|
|
2022
Q4 | $21.4M | Sell |
40,428
-337
| -0.8% | -$179K | 2.02% | 8 |
|
|
2022
Q3 | $20.6M | Buy |
40,765
+7,842
| +24% | +$4.12M | 2.01% | 9 |
|
|
2022
Q2 | $16.9M | Sell |
32,923
-534
| -2% | -$268K | 1.65% | 15 |
|
|
2022
Q1 | $17.1M | Sell |
33,457
-2,468
| -7% | -$1.19M | 1.37% | 18 |
|
|
2021
Q4 | $18M | Sell |
35,925
-321
| -0.9% | -$145K | 1.42% | 16 |
|
|
2021
Q3 | $14.2M | Sell |
36,246
-491
| -1% | -$203K | 0.91% | 34 |
|
|
2021
Q2 | $14.7M | Sell |
36,737
-83
| -0.2% | -$33.1K | 0.97% | 22 |
|
|
2021
Q1 | $13.7M | Sell |
36,820
-27,091
| -42% | -$9.39M | 0.96% | 30 |
|
|
2020
Q4 | $22.4M | Sell |
63,911
-4,302
| -6% | -$1.44M | 1.64% | 8 |
|
|
2020
Q3 | $21.3M | Sell |
68,213
-32,583
| -32% | -$10M | 2.07% | 3 |
|
|
2020
Q2 | $29.7M | Sell |
100,796
-49,609
| -33% | -$14.2M | 2.65% | 3 |
|
|
2020
Q1 | $37.5M | Buy |
150,405
+49,693
| +49% | +$13.7M | 2.6% | 5 |
|
|
2019
Q4 | $29.6M | Sell |
100,712
-2,732
| -3% | -$715K | 1.36% | 25 |
|
|
2019
Q3 | $22.5M | Sell |
103,444
-4,343
| -4% | -$1.05M | 1.08% | 35 |
|
|
2019
Q2 | $26.3M | Sell |
107,787
-1,630
| -1% | -$392K | 0.52% | 54 |
|
|
2019
Q1 | $27.1M | Sell |
109,417
-3,147
| -3% | -$803K | 0.52% | 51 |
|
|
2018
Q4 | $28M | Sell |
112,564
-1,908
| -2% | -$504K | 0.59% | 39 |
|
|
2018
Q3 | $30.5M | Sell |
114,472
-5,828
| -5% | -$1.52M | 0.5% | 56 |
|
|
2018
Q2 | $29.5M | Sell |
120,300
-341
| -0.3% | -$81.9K | 0.47% | 62 |
|
|
2018
Q1 | $25.8M | Buy |
120,641
+446
| +0.4% | +$102K | 0.46% | 69 |
|
|
2017
Q4 | $26.5M | Buy |
120,195
+2,854
| +2% | +$605K | 0.44% | 68 |
|
|
2017
Q3 | $23M | Buy |
117,341
+23,115
| +25% | +$4.47M | 0.37% | 77 |
|
|
2017
Q2 | $17.5M | Buy |
94,226
+74,188
| +370% | +$13M | 0.28% | 92 |
|
|
2017
Q1 | $3.29M | Sell |
20,038
-7,314
| -27% | -$1.2M | 0.05% | 202 |
|
|
2016
Q4 | $4.38M | Sell |
27,352
-4,190
| -13% | -$626K | 0.07% | 138 |
|
|
2016
Q3 | $4.42M | Sell |
31,542
-721
| -2% | -$101K | 0.07% | 120 |
|
|
2016
Q2 | $4.56M | Sell |
32,263
-28,405
| -47% | -$3.79M | 0.08% | 118 |
|
|
2016
Q1 | $7.82M | Sell |
60,668
-65,852
| -52% | -$7.79M | 0.15% | 106 |
|
|
2015
Q4 | $14.9M | Sell |
126,520
-4,824
| -4% | -$564K | 0.23% | 112 |
|
|
2015
Q3 | $15.2M | Sell |
131,344
-27,839
| -17% | -$3.33M | 0.22% | 118 |
|
|
2015
Q2 | $19.4M | Sell |
159,183
-16,764
| -10% | -$1.98M | 0.22% | 116 |
|
|
2015
Q1 | $20.8M | Sell |
175,947
-34,675
| -16% | -$3.85M | 0.23% | 103 |
|
|
2014
Q4 | $21.3M | Sell |
210,622
-50,014
| -19% | -$4.74M | 0.22% | 108 |
|
|
2014
Q3 | $22.5M | Sell |
260,636
-83,304
| -24% | -$7.04M | 0.22% | 105 |
|
|
2014
Q2 | $28.1M | Sell |
343,940
-14,203
| -4% | -$1.12M | 0.26% | 86 |
|
|
2014
Q1 | $29.4M | Sell |
358,143
-78,601
| -18% | -$5.92M | 0.3% | 82 |
|
|
2013
Q4 | $32.9M | Buy |
436,744
+58,169
| +15% | +$4.18M | 0.34% | 76 |
|
|
2013
Q3 | $27.1M | Sell |
378,575
-15,737
| -4% | -$1.13M | 0.29% | 86 |
|
|
2013
Q2 | $25.8M | Buy |
+394,312
| New | +$24.5M | 0.29% | 90 |
|
Other funds holding UNH
VCM
VPM
