Bradley Foster & Sargent’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 | $5.57M | Sell |
20,599
-10,754
| -34% | -$3.2M | 0.09% | 142 |
|
|
2025
Q4 | $10.4M | Buy |
31,353
+535
| +2% | +$181K | 0.15% | 115 |
|
|
2025
Q3 | $10.6M | Sell |
30,818
-29,666
| -49% | -$8.97M | 0.16% | 110 |
|
|
2025
Q2 | $18.9M | Sell |
60,484
-100,797
| -62% | -$38.5M | 0.3% | 79 |
|
|
2025
Q1 | $84.5M | Sell |
161,281
-44,708
| -22% | -$22.9M | 1.45% | 16 |
|
|
2024
Q4 | $104M | Buy |
205,989
+2,268
| +1% | +$1.29M | 1.75% | 12 |
|
|
2024
Q3 | $119M | Buy |
203,721
+4,339
| +2% | +$2.45M | 1.99% | 10 |
|
|
2024
Q2 | $102M | Buy |
199,382
+53,099
| +36% | +$26M | 1.83% | 12 |
|
|
2024
Q1 | $72.4M | Sell |
146,283
-3,252
| -2% | -$1.65M | 1.31% | 19 |
|
|
2023
Q4 | $78.7M | Buy |
149,535
+10,212
| +7% | +$5.45M | 1.53% | 14 |
|
|
2023
Q3 | $67M | Hold |
139,323
| – | – | 1.41% | 17 |
|
|
2023
Q2 | $67M | Buy |
139,323
+7,204
| +5% | +$3.52M | 1.41% | 17 |
|
|
2023
Q1 | $62.4M | Buy |
132,119
+1,165
| +0.9% | +$562K | 1.49% | 15 |
|
|
2022
Q4 | $69.4M | Buy |
130,954
+1,114
| +0.9% | +$590K | 1.74% | 12 |
|
|
2022
Q3 | $65.6M | Buy |
129,840
+1,516
| +1% | +$797K | 1.81% | 12 |
|
|
2022
Q2 | $65.9M | Buy |
128,324
+3,948
| +3% | +$1.98M | 1.7% | 13 |
|
|
2022
Q1 | $63.4M | Buy |
124,376
+4,779
| +4% | +$2.3M | 1.35% | 19 |
|
|
2021
Q4 | $60.1M | Buy |
119,597
+7,869
| +7% | +$3.56M | 1.25% | 20 |
|
|
2021
Q3 | $43.7M | Sell |
111,728
-147
| -0.1% | -$60.9K | 1.03% | 28 |
|
|
2021
Q2 | $44.8M | Buy |
111,875
+2,098
| +2% | +$837K | 1.05% | 25 |
|
|
2021
Q1 | $40.8M | Buy |
109,777
+16,267
| +17% | +$5.64M | 1.03% | 27 |
|
|
2020
Q4 | $32.8M | Buy |
93,510
+636
| +0.7% | +$213K | 0.87% | 36 |
|
|
2020
Q3 | $29M | Buy |
+92,874
| New | +$28.5M | 0.85% | 37 |
|
|
2020
Q1 | $22.7M | Buy |
91,161
+3,475
| +4% | +$956K | 0.91% | 38 |
|
|
2019
Q4 | $25.8M | Buy |
87,686
+695
| +0.8% | +$182K | 0.8% | 40 |
|
|
2019
Q3 | $18.9M | Buy |
86,991
+8,751
| +11% | +$2.11M | 0.63% | 52 |
|
|
2019
Q2 | $19.1M | Buy |
78,240
+4,314
| +6% | +$1.04M | 0.63% | 52 |
|
|
2019
Q1 | $18.3M | Buy |
73,926
+36,312
| +97% | +$9.26M | 0.64% | 52 |
|
|
2018
Q4 | $9.37M | Buy |
37,614
+20,309
| +117% | +$5.36M | 0.38% | 70 |
|
|
2018
Q3 | $4.6M | Buy |
17,305
+112
| +0.7% | +$29.1K | 0.16% | 114 |
|
|
2018
Q2 | $4.22M | Buy |
17,193
+46
| +0.3% | +$11K | 0.15% | 121 |
|
|
2018
Q1 | $3.67M | Sell |
17,147
-1,480
| -8% | -$338K | 0.14% | 128 |
|
|
2017
Q4 | $4.11M | Buy |
18,627
+455
| +3% | +$96.4K | 0.15% | 122 |
|
|
2017
Q3 | $3.56M | Buy |
18,172
+702
| +4% | +$136K | 0.14% | 124 |
|
|
2017
Q2 | $3.24M | Sell |
17,470
-502
| -3% | -$88K | 0.13% | 125 |
|
|
2017
Q1 | $2.95M | Sell |
17,972
-1,045
| -5% | -$171K | 0.12% | 127 |
|
|
2016
Q4 | $3.04M | Buy |
19,017
+1,021
| +6% | +$153K | 0.13% | 125 |
|
|
2016
Q3 | $2.52M | Sell |
17,996
-1,646
| -8% | -$231K | 0.11% | 127 |
|
|
2016
Q2 | $2.77M | Buy |
19,642
+8,490
| +76% | +$1.13M | 0.12% | 119 |
|
|
2016
Q1 | $1.44M | Buy |
11,152
+2,100
| +23% | +$248K | 0.07% | 161 |
|
|
2015
Q4 | $1.06M | Buy |
9,052
+1,800
| +25% | +$210K | 0.05% | 181 |
|
|
2015
Q3 | $841K | Buy |
7,252
+415
| +6% | +$49.7K | 0.04% | 197 |
|
|
2015
Q2 | $834K | Sell |
6,837
-305
| -4% | -$36.1K | 0.04% | 214 |
|
|
2015
Q1 | $845K | Buy |
7,142
+178
| +3% | +$19.8K | 0.04% | 211 |
|
|
2014
Q4 | $704K | Buy |
6,964
+1,156
| +20% | +$110K | 0.03% | 222 |
|
|
2014
Q3 | $501K | Sell |
5,808
-300
| -5% | -$25.4K | 0.02% | 252 |
|
|
2014
Q2 | $499K | Hold |
6,108
| – | – | 0.02% | 244 |
|
|
2014
Q1 | $501K | Sell |
6,108
-250
| -4% | -$18.8K | 0.03% | 239 |
|
|
2013
Q4 | $479K | Sell |
6,358
-540
| -8% | -$38.8K | 0.03% | 253 |
|
|
2013
Q3 | $494K | Buy |
6,898
+1,353
| +24% | +$96.8K | 0.03% | 236 |
|
|
2013
Q2 | $363K | Buy |
+5,545
| New | +$345K | 0.02% | 253 |
|
Other funds holding UNH
VCM
VPM
