ClearBridge Investments’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08B | Sell |
3,462,883
-619,905
| -15% | -$193M | 0.88% | 14 |
|
|
2025
Q1 | $2.14B | Sell |
4,082,788
-251,103
| -6% | -$132M | 1.87% | 7 |
|
|
2024
Q4 | $2.19B | Sell |
4,333,891
-366,532
| -8% | -$185M | 1.78% | 8 |
|
|
2024
Q3 | $2.75B | Sell |
4,700,423
-241,009
| -5% | -$141M | 2.16% | 7 |
|
|
2024
Q2 | $2.52B | Sell |
4,941,432
-312,365
| -6% | -$159M | 2.04% | 7 |
|
|
2024
Q1 | $2.6B | Sell |
5,253,797
-486,558
| -8% | -$241M | 2.06% | 7 |
|
|
2023
Q4 | $3.02B | Sell |
5,740,355
-485,117
| -8% | -$255M | 2.6% | 3 |
|
|
2023
Q3 | $3.14B | Sell |
6,225,472
-63,733
| -1% | -$32.1M | 3.02% | 2 |
|
|
2023
Q2 | $3.02B | Sell |
6,289,205
-239,069
| -4% | -$115M | 2.73% | 3 |
|
|
2023
Q1 | $3.09B | Sell |
6,528,274
-400,661
| -6% | -$189M | 2.95% | 3 |
|
|
2022
Q4 | $3.67B | Sell |
6,928,935
-788,718
| -10% | -$418M | 3.63% | 2 |
|
|
2022
Q3 | $3.9B | Sell |
7,717,653
-452,709
| -6% | -$229M | 3.93% | 2 |
|
|
2022
Q2 | $4.2B | Sell |
8,170,362
-394,277
| -5% | -$203M | 3.91% | 1 |
|
|
2022
Q1 | $4.37B | Sell |
8,564,639
-618,326
| -7% | -$315M | 3.28% | 3 |
|
|
2021
Q4 | $4.61B | Sell |
9,182,965
-348,328
| -4% | -$175M | 3.14% | 4 |
|
|
2021
Q3 | $3.72B | Sell |
9,531,293
-3,563
| -0% | -$1.39M | 2.66% | 4 |
|
|
2021
Q2 | $3.82B | Sell |
9,534,856
-764,268
| -7% | -$306M | 2.66% | 4 |
|
|
2021
Q1 | $3.83B | Sell |
10,299,124
-233,358
| -2% | -$86.8M | 2.86% | 3 |
|
|
2020
Q4 | $3.69B | Sell |
10,532,482
-478,616
| -4% | -$168M | 2.85% | 5 |
|
|
2020
Q3 | $3.43B | Sell |
11,011,098
-699,298
| -6% | -$218M | 2.95% | 5 |
|
|
2020
Q2 | $3.45B | Buy |
11,710,396
+154,326
| +1% | +$45.5M | 3.12% | 4 |
|
|
2020
Q1 | $2.88B | Sell |
11,556,070
-700,241
| -6% | -$175M | 3.12% | 3 |
|
|
2019
Q4 | $3.58B | Sell |
12,256,311
-1,555,575
| -11% | -$455M | 2.97% | 3 |
|
|
2019
Q3 | $3B | Sell |
13,811,886
-481,856
| -3% | -$105M | 2.62% | 3 |
|
|
2019
Q2 | $3.49B | Buy |
14,293,742
+243,082
| +2% | +$59.3M | 3.02% | 2 |
|
|
2019
Q1 | $3.47B | Sell |
14,050,660
-109,381
| -0.8% | -$27M | 3.07% | 2 |
|
|
2018
Q4 | $3.53B | Sell |
14,160,041
-749,281
| -5% | -$187M | 3.57% | 1 |
|
|
2018
Q3 | $3.97B | Sell |
14,909,322
-1,039,723
| -7% | -$277M | 3.41% | 1 |
|
|
2018
Q2 | $3.91B | Sell |
15,949,045
-1,408,720
| -8% | -$346M | 3.2% | 1 |
|
|
2018
Q1 | $3.71B | Sell |
17,357,765
-554,441
| -3% | -$119M | 3.51% | 1 |
|
|
2017
Q4 | $3.95B | Sell |
17,912,206
-1,820,245
| -9% | -$401M | 3.65% | 1 |
|
|
2017
Q3 | $3.86B | Sell |
19,732,451
-1,529,744
| -7% | -$300M | 3.72% | 1 |
|
|
2017
Q2 | $3.94B | Sell |
21,262,195
-912,664
| -4% | -$169M | 3.87% | 1 |
|
|
2017
Q1 | $3.64B | Sell |
22,174,859
-421,875
| -2% | -$69.2M | 3.66% | 2 |
|
|
2016
Q4 | $3.62B | Sell |
22,596,734
-1,254,168
| -5% | -$201M | 3.97% | 1 |
|
|
2016
Q3 | $3.34B | Sell |
23,850,902
-228,763
| -1% | -$32M | 3.76% | 1 |
|
|
2016
Q2 | $3.4B | Sell |
24,079,665
-2,164,190
| -8% | -$306M | 4.02% | 1 |
|
|
2016
Q1 | $3.38B | Sell |
26,243,855
-826,930
| -3% | -$107M | 4.04% | 1 |
|
|
2015
Q4 | $3.18B | Sell |
27,070,785
-176,096
| -0.6% | -$20.7M | 3.69% | 1 |
|
|
2015
Q3 | $3.16B | Sell |
27,246,881
-1,300,680
| -5% | -$151M | 3.78% | 1 |
|
|
2015
Q2 | $3.48B | Sell |
28,547,561
-310,572
| -1% | -$37.9M | 3.68% | 1 |
|
|
2015
Q1 | $3.41B | Sell |
28,858,133
-93,313
| -0.3% | -$11M | 3.54% | 1 |
|
|
2014
Q4 | $2.93B | Sell |
28,951,446
-1,654,903
| -5% | -$167M | 3.08% | 1 |
|
|
2014
Q3 | $2.64B | Buy |
30,606,349
+164,789
| +0.5% | +$14.2M | 2.91% | 1 |
|
|
2014
Q2 | $2.49B | Buy |
30,441,560
+235,725
| +0.8% | +$19.3M | 2.8% | 2 |
|
|
2014
Q1 | $2.48B | Buy |
30,205,835
+652,919
| +2% | +$53.5M | 2.94% | 1 |
|
|
2013
Q4 | $2.23B | Buy |
29,552,916
+2,839,301
| +11% | +$214M | 2.77% | 2 |
|
|
2013
Q3 | $1.91B | Buy |
26,713,615
+1,627,149
| +6% | +$117M | 2.67% | 2 |
|
|
2013
Q2 | $1.64B | Buy |
+25,086,466
| New | +$1.64B | 2.51% | 2 |
|