Capital Group Private Client Services’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	$8.7M	Sell	32,164 -15,801	-33%	-$4.71M	0.15%	73
2025 Q4	$15.8M	Buy	47,965 +1,276	+3%	+$432K	0.25%	55
2025 Q3	$16.1M	Sell	46,689 -180,887	-79%	-$54.7M	0.27%	56
2025 Q2	$71M	Sell	227,576 -25,919	-10%	-$9.91M	0.62%	37
2025 Q1	$133M	Sell	253,495 -7,219	-3%	-$3.69M	1.3%	19
2024 Q4	$132M	Sell	260,714 -1,957	-0.7%	-$1.11M	1.21%	17
2024 Q3	$154M	Buy	262,671 +16,531	+7%	+$9.35M	1.46%	13
2024 Q2	$125M	Sell	246,140 -9,987	-4%	-$4.89M	1.25%	17
2024 Q1	$127M	Sell	256,127 -76,113	-23%	-$38.7M	1.29%	19
2023 Q4	$175M	Sell	332,240 -6,314	-2%	-$3.37M	1.81%	11
2023 Q3	$171M	Sell	338,554 -35,761	-10%	-$17.6M	2.08%	9
2023 Q2	$180M	Sell	374,315 -28,339	-7%	-$13.9M	2.12%	7
2023 Q1	$190M	Sell	402,654 -109,955	-21%	-$53.1M	2.36%	6
2022 Q4	$272M	Sell	512,609 -4,272	-0.8%	-$2.26M	3.43%	2
2022 Q3	$261M	Sell	516,881 -1,653	-0.3%	-$869K	3.66%	2
2022 Q2	$266M	Sell	518,534 -5,523	-1%	-$2.77M	3.44%	2
2022 Q1	$267M	Buy	524,057 +6,385	+1%	+$3.08M	2.92%	4
2021 Q4	$260M	Sell	517,672 -7,864	-1%	-$3.56M	2.78%	5
2021 Q3	$205M	Buy	+525,536	New	+$218M	2.38%	6