Aureus Asset Management’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 | $34M | Sell |
125,691
-4,339
| -3% | -$1.29M | 2.27% | 19 |
|
|
2025
Q4 | $42.9M | Buy |
130,030
+188
| +0.1% | +$63.7K | 2.73% | 15 |
|
|
2025
Q3 | $44.8M | Buy |
129,842
+20,681
| +19% | +$6.25M | 2.92% | 10 |
|
|
2025
Q2 | $34.1M | Buy |
109,161
+32,645
| +43% | +$12.5M | 2.18% | 19 |
|
|
2025
Q1 | $40.1M | Sell |
76,516
-3,999
| -5% | -$2.04M | 2.81% | 10 |
|
|
2024
Q4 | $40.7M | Sell |
80,515
-774
| -1% | -$440K | 2.63% | 13 |
|
|
2024
Q3 | $47.5M | Sell |
81,289
-721
| -0.9% | -$408K | 3.11% | 8 |
|
|
2024
Q2 | $41.8M | Sell |
82,010
-916
| -1% | -$449K | 2.92% | 10 |
|
|
2024
Q1 | $41M | Sell |
82,926
-120
| -0.1% | -$61K | 2.8% | 11 |
|
|
2023
Q4 | $43.7M | Buy |
83,046
+80
| +0.1% | +$42.7K | 3.2% | 8 |
|
|
2023
Q3 | $41.8M | Sell |
82,966
-2,676
| -3% | -$1.32M | 3.36% | 7 |
|
|
2023
Q2 | $41.2M | Buy |
85,642
+14,804
| +21% | +$7.24M | 3.09% | 7 |
|
|
2023
Q1 | $33.5M | Buy |
70,838
+8,816
| +14% | +$4.25M | 2.65% | 12 |
|
|
2022
Q4 | $32.9M | Sell |
62,022
-1,081
| -2% | -$573K | 2.84% | 11 |
|
|
2022
Q3 | $31.9M | Sell |
63,103
-23,559
| -27% | -$12.4M | 2.78% | 11 |
|
|
2022
Q2 | $44.5M | Sell |
86,662
-375
| -0.4% | -$188K | 3.59% | 5 |
|
|
2022
Q1 | $44.4M | Sell |
87,037
-4,483
| -5% | -$2.16M | 2.95% | 6 |
|
|
2021
Q4 | $46M | Buy |
91,520
+1,649
| +2% | +$746K | 2.84% | 9 |
|
|
2021
Q3 | $35.1M | Buy |
89,871
+2,550
| +3% | +$1.06M | 2.31% | 17 |
|
|
2021
Q2 | $35M | Buy |
87,321
+2,338
| +3% | +$932K | 2.25% | 14 |
|
|
2021
Q1 | $31.6M | Buy |
84,983
+4,618
| +6% | +$1.6M | 2.45% | 12 |
|
|
2020
Q4 | $28.2M | Buy |
80,365
+2,216
| +3% | +$743K | 2.37% | 15 |
|
|
2020
Q3 | $24.4M | Buy |
78,149
+71,085
| +1,006% | +$21.8M | 2.31% | 17 |
|
|
2020
Q2 | $2.08M | Buy |
7,064
+403
| +6% | +$115K | 0.23% | 51 |
|
|
2020
Q1 | $1.66M | Buy |
6,661
+370
| +6% | +$102K | 0.23% | 52 |
|
|
2019
Q4 | $1.85M | Buy |
6,291
+320
| +5% | +$83.7K | 0.21% | 58 |
|
|
2019
Q3 | $1.3M | Buy |
5,971
+143
| +2% | +$34.5K | 0.16% | 64 |
|
|
2019
Q2 | $1.42M | Buy |
5,828
+4,047
| +227% | +$973K | 0.18% | 61 |
|
|
2019
Q1 | $440K | Buy |
1,781
+120
| +7% | +$30.6K | 0.06% | 111 |
|
|
2018
Q4 | $414K | Hold |
1,661
| – | – | 0.07% | 110 |
|
|
2018
Q3 | $442K | Sell |
1,661
-225
| -12% | -$58.5K | 0.06% | 121 |
|
|
2018
Q2 | $463K | Buy |
1,886
+546
| +41% | +$131K | 0.06% | 120 |
|
|
2018
Q1 | $287K | Buy |
+1,340
| New | +$306K | 0.04% | 146 |
|
|
2017
Q2 | – | Sell |
-1,512
| Closed | -$262K | – | 188 |
|
|
2017
Q1 | $262K | Hold |
1,512
| – | – | 0.05% | 145 |
|
|
2016
Q4 | $242K | Hold |
1,512
| – | – | 0.05% | 133 |
|
|
2016
Q3 | $212K | Buy |
+1,512
| New | +$212K | 0.04% | 139 |
|
|
2016
Q1 | – | Sell |
-1,798
| Closed | -$211K | – | 142 |
|
|
2015
Q4 | $211K | Buy |
+1,798
| New | +$210K | 0.05% | 134 |
|
Other funds holding UNH
VCM
VPM
Aureus Asset Management's UNH Position: Q1 2026 in Review
Aureus Asset Management reduced its UnitedHealth (UNH) stake by 3.3% in Q1 2026, selling an estimated $1.29M and leaving 125,691 shares worth $34M. The position accounts for 2.27% of the portfolio, ranked #19.
Aureus Asset Management first reported a position in UNH in Q4 2015 and has held it in 37 quarters since. The position peaked at $47.5M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Aureus Asset Management held 125,691 shares of UnitedHealth worth $34M as of Q1 2026.
- Aureus Asset Management sold 4,339 UnitedHealth shares in Q1 2026, an estimated $1.29M.
- UnitedHealth made up 2.27% of Aureus Asset Management's portfolio in Q1 2026, its #19 holding.
- Aureus Asset Management first reported a position in UnitedHealth in Q4 2015 and has held it in 37 quarters since.
- Aureus Asset Management's UnitedHealth position peaked at $47.5M in Q3 2024.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.