De Burlo Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,100
| Closed | -$3.72M | – | 83 |
|
|
2025
Q1 | $3.72M | Sell |
7,100
-585
| -8% | -$299K | 0.55% | 40 |
|
|
2024
Q4 | $3.89M | Sell |
7,685
-850
| -10% | -$483K | 0.52% | 39 |
|
|
2024
Q3 | $4.99M | Hold |
8,535
| – | – | 0.61% | 40 |
|
|
2024
Q2 | $4.35M | Sell |
8,535
-400
| -4% | -$196K | 0.58% | 37 |
|
|
2024
Q1 | $4.42M | Sell |
8,935
-600
| -6% | -$305K | 0.59% | 38 |
|
|
2023
Q4 | $4.81M | Hold |
9,535
| – | – | 0.84% | 34 |
|
|
2023
Q3 | $4.81M | Sell |
9,535
-70
| -0.7% | -$34.5K | 0.84% | 34 |
|
|
2023
Q2 | $4.62M | Sell |
9,605
-50
| -0.5% | -$24.4K | 0.77% | 38 |
|
|
2023
Q1 | $4.56M | Sell |
9,655
-32,775
| -77% | -$15.8M | 0.89% | 36 |
|
|
2022
Q4 | $22.5M | Sell |
42,430
-3,300
| -7% | -$1.75M | 5.03% | 3 |
|
|
2022
Q3 | $23.1M | Buy |
45,730
+45,050
| +6,625% | +$23.7M | 5.5% | 2 |
|
|
2022
Q2 | $349K | Sell |
680
-45,050
| -99% | -$22.6M | 0.1% | 52 |
|
|
2022
Q1 | $23.3M | Buy |
45,730
+35,925
| +366% | +$17.3M | 4.34% | 6 |
|
|
2021
Q4 | $4.92M | Sell |
9,805
-50
| -0.5% | -$22.6K | 0.72% | 43 |
|
|
2021
Q3 | $3.85M | Hold |
9,855
| – | – | 0.62% | 45 |
|
|
2021
Q2 | $3.95M | Hold |
9,855
| – | – | 0.63% | 41 |
|
|
2021
Q1 | $3.67M | Sell |
9,855
-100
| -1% | -$34.6K | 0.66% | 44 |
|
|
2020
Q4 | $3.49M | Buy |
9,955
+5
| +0.1% | +$1.68K | 0.57% | 43 |
|
|
2020
Q3 | $3.1M | Buy |
9,950
+2,200
| +28% | +$676K | 0.56% | 43 |
|
|
2020
Q2 | $1.93M | Hold |
7,750
| – | – | 0.54% | 37 |
|
|
2020
Q1 | $1.93M | Sell |
7,750
-650
| -8% | -$179K | 0.54% | 37 |
|
|
2019
Q4 | $2.47M | Sell |
8,400
-200
| -2% | -$52.3K | 0.5% | 46 |
|
|
2019
Q3 | $1.87M | Hold |
8,600
| – | – | 0.42% | 48 |
|
|
2019
Q2 | $2.1M | Hold |
8,600
| – | – | 0.41% | 53 |
|
|
2019
Q1 | $2.13M | Sell |
8,600
-43,650
| -84% | -$11.1M | 0.43% | 54 |
|
|
2018
Q4 | $13M | Buy |
52,250
+19,900
| +62% | +$5.26M | 2.92% | 8 |
|
|
2018
Q3 | $8.61M | Sell |
32,350
-15,800
| -33% | -$4.11M | 1.61% | 17 |
|
|
2018
Q2 | $11.8M | Buy |
48,150
+2,300
| +5% | +$552K | 2.5% | 12 |
|
|
2018
Q1 | $9.81M | Sell |
45,850
-13,750
| -23% | -$3.14M | 2.14% | 17 |
|
|
2017
Q4 | $13.1M | Buy |
59,600
+3,150
| +6% | +$668K | 2.66% | 8 |
|
|
2017
Q3 | $11.1M | Buy |
56,450
+29,350
| +108% | +$5.67M | 2.45% | 13 |
|
|
2017
Q2 | $5.02M | Buy |
+27,100
| New | +$4.75M | 1.12% | 32 |
|
Other funds holding UNH
De Burlo Group's UNH Position: Q2 2025 in Review
De Burlo Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 7,100 shares — an estimated $3.72M sold.
De Burlo Group first reported a position in UNH in Q2 2017 and held it in 32 quarters. The position peaked at $23.3M in Q1 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.
- De Burlo Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
- De Burlo Group sold 7,100 UnitedHealth shares in Q2 2025, an estimated $3.72M.
- De Burlo Group first reported a position in UnitedHealth in Q2 2017 and held it in 32 quarters.
- De Burlo Group's UnitedHealth position peaked at $23.3M in Q1 2022.
- 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.
Based on De Burlo Group's 13F filing for Q2 2025, filed 13 Aug 2025.