Charles Schwab’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34B | Buy |
7,502,469
+432,084
| +6% | +$135M | 0.4% | 44 |
|
|
2025
Q1 | $3.7B | Buy |
7,070,385
+847,054
| +14% | +$444M | 0.69% | 33 |
|
|
2024
Q4 | $3.15B | Buy |
6,223,331
+182,361
| +3% | +$92.2M | 0.58% | 34 |
|
|
2024
Q3 | $3.53B | Sell |
6,040,970
-458,840
| -7% | -$268M | 0.67% | 31 |
|
|
2024
Q2 | $3.31B | Buy |
6,499,810
+120,777
| +2% | +$61.5M | 0.63% | 31 |
|
|
2024
Q1 | $3.13B | Buy |
6,379,033
+394,180
| +7% | +$194M | 0.72% | 23 |
|
|
2023
Q4 | $3.14B | Buy |
5,984,853
+141,646
| +2% | +$74.4M | 0.8% | 21 |
|
|
2023
Q3 | $2.94B | Buy |
5,843,207
+27,127
| +0.5% | +$13.6M | 0.84% | 22 |
|
|
2023
Q2 | $2.78B | Buy |
5,816,080
+34,491
| +0.6% | +$16.5M | 0.79% | 24 |
|
|
2023
Q1 | $2.72B | Buy |
5,781,589
+441,733
| +8% | +$208M | 0.83% | 23 |
|
|
2022
Q4 | $2.83B | Buy |
5,339,856
+126,075
| +2% | +$66.8M | 0.91% | 17 |
|
|
2022
Q3 | $2.63B | Buy |
5,213,781
+35,276
| +0.7% | +$17.8M | 0.94% | 15 |
|
|
2022
Q2 | $2.66B | Buy |
5,178,505
+31,137
| +0.6% | +$16M | 0.93% | 14 |
|
|
2022
Q1 | $2.63B | Buy |
5,147,368
+132,461
| +3% | +$67.6M | 0.79% | 18 |
|
|
2021
Q4 | $2.52B | Buy |
5,014,907
+63,192
| +1% | +$31.7M | 0.74% | 19 |
|
|
2021
Q3 | $1.93B | Buy |
4,951,715
+80,565
| +2% | +$31.5M | 0.63% | 24 |
|
|
2021
Q2 | $1.95B | Buy |
4,871,150
+86,346
| +2% | +$34.6M | 0.65% | 24 |
|
|
2021
Q1 | $1.78B | Sell |
4,784,804
-96,306
| -2% | -$35.8M | 0.65% | 20 |
|
|
2020
Q4 | $1.71B | Sell |
4,881,110
-12,552
| -0.3% | -$4.4M | 0.68% | 17 |
|
|
2020
Q3 | $1.53B | Buy |
4,893,662
+99,425
| +2% | +$31M | 0.7% | 17 |
|
|
2020
Q2 | $1.41B | Buy |
4,794,237
+39,532
| +0.8% | +$11.7M | 0.69% | 18 |
|
|
2020
Q1 | $1.19B | Buy |
4,754,705
+76,284
| +2% | +$19M | 0.7% | 21 |
|
|
2019
Q4 | $1.38B | Buy |
4,678,421
+118,843
| +3% | +$34.9M | 0.74% | 20 |
|
|
2019
Q3 | $991M | Buy |
4,559,578
+120,231
| +3% | +$26.1M | 0.58% | 27 |
|
|
2019
Q2 | $1.08B | Sell |
4,439,347
-29,505
| -0.7% | -$7.2M | 0.66% | 24 |
|
|
2019
Q1 | $1.1B | Buy |
4,468,852
+227,173
| +5% | +$56.2M | 0.71% | 20 |
|
|
2018
Q4 | $1.06B | Buy |
4,241,679
+81,643
| +2% | +$20.3M | 0.81% | 16 |
|
|
2018
Q3 | $1.11B | Buy |
4,160,036
+140,151
| +3% | +$37.3M | 0.74% | 17 |
|
|
2018
Q2 | $986M | Buy |
4,019,885
+108,052
| +3% | +$26.5M | 0.72% | 18 |
|
|
2018
Q1 | $837M | Buy |
3,911,833
+49,824
| +1% | +$10.7M | 0.65% | 23 |
|
|
2017
Q4 | $851M | Buy |
3,862,009
+109,375
| +3% | +$24.1M | 0.68% | 25 |
|
|
2017
Q3 | $735M | Buy |
3,752,634
+95,659
| +3% | +$18.7M | 0.64% | 25 |
|
|
2017
Q2 | $678M | Buy |
3,656,975
+183,401
| +5% | +$34M | 0.64% | 27 |
|
|
2017
Q1 | $570M | Buy |
3,473,574
+115,594
| +3% | +$19M | 0.57% | 30 |
|
|
2016
Q4 | $537M | Buy |
3,357,980
+209,435
| +7% | +$33.5M | 0.59% | 28 |
|
|
2016
Q3 | $441M | Buy |
3,148,545
+94,807
| +3% | +$13.3M | 0.52% | 35 |
|
|
2016
Q2 | $431M | Buy |
3,053,738
+89,288
| +3% | +$12.6M | 0.54% | 34 |
|
|
2016
Q1 | $382M | Buy |
2,964,450
+139,334
| +5% | +$18M | 0.5% | 38 |
|
|
2015
Q4 | $332M | Buy |
2,825,116
+88,802
| +3% | +$10.4M | 0.45% | 39 |
|
|
2015
Q3 | $317M | Buy |
2,736,314
+8,652
| +0.3% | +$1M | 0.47% | 35 |
|
|
2015
Q2 | $333M | Buy |
2,727,662
+37,690
| +1% | +$4.6M | 0.46% | 37 |
|
|
2015
Q1 | $318M | Buy |
2,689,972
+108,852
| +4% | +$12.9M | 0.45% | 37 |
|
|
2014
Q4 | $261M | Buy |
2,581,120
+56,617
| +2% | +$5.72M | 0.39% | 47 |
|
|
2014
Q3 | $218M | Buy |
2,524,503
+67,173
| +3% | +$5.79M | 0.36% | 49 |
|
|
2014
Q2 | $201M | Sell |
2,457,330
-31,679
| -1% | -$2.59M | 0.34% | 55 |
|
|
2014
Q1 | $204M | Buy |
2,489,009
+175,194
| +8% | +$14.4M | 0.37% | 50 |
|
|
2013
Q4 | $174M | Sell |
2,313,815
-10,759
| -0.5% | -$810K | 0.33% | 56 |
|
|
2013
Q3 | $169M | Buy |
2,324,574
+18,914
| +0.8% | +$1.37M | 0.34% | 51 |
|
|
2013
Q2 | $151M | Buy |
+2,305,660
| New | +$151M | 0.34% | 57 |
|