Allworth Financial’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 | $30.7M | Buy |
113,414
+18,379
| +19% | +$5.47M | 0.12% | 106 |
|
|
2025
Q4 | $31.4M | Buy |
95,035
+958
| +1% | +$325K | 0.13% | 100 |
|
|
2025
Q3 | $32.5M | Buy |
94,077
+3,194
| +4% | +$966K | 0.14% | 92 |
|
|
2025
Q2 | $28.4M | Buy |
90,883
+13,838
| +18% | +$5.29M | 0.14% | 99 |
|
|
2025
Q1 | $32.7M | Buy |
77,045
+4,007
| +5% | +$2.05M | 0.18% | 69 |
|
|
2024
Q4 | $38M | Buy |
73,038
+2,564
| +4% | +$1.46M | 0.21% | 56 |
|
|
2024
Q3 | $41.2M | Buy |
70,474
+1,854
| +3% | +$1.05M | 0.25% | 50 |
|
|
2024
Q2 | $38.8M | Buy |
68,620
+38,901
| +131% | +$19.1M | 0.25% | 52 |
|
|
2024
Q1 | $14.7M | Buy |
29,719
+1,309
| +5% | +$665K | 0.1% | 92 |
|
|
2023
Q4 | $15M | Buy |
28,410
+127
| +0.4% | +$67.7K | 0.11% | 79 |
|
|
2023
Q3 | $14.3M | Buy |
28,283
+856
| +3% | +$421K | 0.12% | 74 |
|
|
2023
Q2 | $13.2M | Buy |
27,427
+475
| +2% | +$232K | 0.11% | 77 |
|
|
2023
Q1 | $12.7M | Sell |
26,952
-16
| -0.1% | -$7.72K | 0.13% | 82 |
|
|
2022
Q4 | $14.3M | Buy |
26,968
+474
| +2% | +$251K | 0.16% | 77 |
|
|
2022
Q3 | $13.4M | Sell |
26,494
-515
| -2% | -$271K | 0.17% | 74 |
|
|
2022
Q2 | $13.9M | Sell |
27,009
-118
| -0.4% | -$59.3K | 0.19% | 71 |
|
|
2022
Q1 | $13.8M | Buy |
27,127
+15,102
| +126% | +$7.28M | 0.18% | 73 |
|
|
2021
Q4 | $6.04M | Buy |
12,025
+107
| +0.9% | +$48.4K | 0.09% | 103 |
|
|
2021
Q3 | $4.66M | Buy |
11,918
+5,869
| +97% | +$2.43M | 0.08% | 108 |
|
|
2021
Q2 | $2.42M | Buy |
6,049
+1,059
| +21% | +$422K | 0.04% | 121 |
|
|
2021
Q1 | $1.86M | Buy |
4,990
+2,849
| +133% | +$987K | 0.04% | 118 |
|
|
2020
Q4 | $751K | Buy |
2,141
+13
| +0.6% | +$4.36K | 0.02% | 139 |
|
|
2020
Q3 | $664K | Buy |
2,128
+55
| +3% | +$16.9K | 0.02% | 125 |
|
|
2020
Q2 | $611K | Sell |
2,073
-3,502
| -63% | -$1M | 0.02% | 127 |
|
|
2020
Q1 | $1.39M | Buy |
5,575
+3,812
| +216% | +$1.05M | 0.05% | 90 |
|
|
2019
Q4 | $518K | Buy |
1,763
+313
| +22% | +$81.9K | 0.02% | 106 |
|
|
2019
Q3 | $315K | Sell |
1,450
-130
| -8% | -$31.4K | 0.01% | 130 |
|
|
2019
Q2 | $386K | Buy |
1,580
+4
| +0.3% | +$962 | 0.02% | 113 |
|
|
2019
Q1 | $390K | Buy |
1,576
+4
| +0.3% | +$1.02K | 0.02% | 111 |
|
|
2018
Q4 | $392K | Buy |
1,572
+146
| +10% | +$38.6K | 0.02% | 99 |
|
|
2018
Q3 | $380K | Buy |
1,426
+2
| +0.1% | +$520 | 0.02% | 109 |
|
|
2018
Q2 | $349K | Buy |
1,424
+8
| +0.6% | +$1.92K | 0.02% | 115 |
|
|
2018
Q1 | $303K | Hold |
1,416
| – | – | 0.02% | 95 |
|
|
2017
Q4 | $312K | Buy |
1,416
+535
| +61% | +$113K | 0.02% | 92 |
|
|
2017
Q3 | $172K | Buy |
881
+4
| +0.5% | +$773 | 0.01% | 117 |
|
|
2017
Q2 | $163K | Sell |
877
-18
| -2% | -$3.16K | 0.01% | 126 |
|
|
2017
Q1 | $147K | Buy |
895
+15
| +2% | +$2.46K | 0.01% | 129 |
|
|
2016
Q4 | $141K | Sell |
880
-18
| -2% | -$2.69K | 0.01% | 129 |
|
|
2016
Q3 | $126K | Buy |
898
+3
| +0.3% | +$420 | 0.01% | 130 |
|
|
2016
Q2 | $126K | Buy |
895
+4
| +0.4% | +$533 | 0.01% | 125 |
|
|
2016
Q1 | $115K | Hold |
891
| – | – | 0.01% | 140 |
|
|
2015
Q4 | $105K | Buy |
891
+12
| +1% | +$1.4K | 0.02% | 143 |
|
|
2015
Q3 | $102K | Buy |
879
+3
| +0.3% | +$359 | 0.04% | 134 |
|
|
2015
Q2 | $107K | Buy |
876
+4
| +0.5% | +$473 | 0.04% | 133 |
|
|
2015
Q1 | $103K | Buy |
+872
| New | +$96.8K | 0.04% | 138 |
|
Other funds holding UNH
VCM
VPM
