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Decatur Capital Management’s UnitedHealth UNH Stock Holding History

Decatur Capital Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,739
Closed -$2.19M – 55
2024
Q3 		$2.19M Sell
3,739
-3,340
-47% -$1.89M 1.01% 31
2024
Q2 		$3.61M Buy
7,079
+189
+3% +$92.6K 1.75% 15
2024
Q1 		$3.41M Sell
6,890
-69
-1% -$35.1K 1.85% 14
2023
Q4 		$3.66M Buy
6,959
+510
+8% +$272K 2.2% 10
2023
Q3 		$3.25M Hold
6,449
– – 2.35% 8
2023
Q2 		$3.1M Sell
6,449
-93
-1% -$45.5K 2.12% 9
2023
Q1 		$3.09M Sell
6,542
-1,242
-16% -$599K 2.33% 8
2022
Q4 		$4.13M Hold
7,784
– – 2.97% 5
2022
Q3 		$3.93M Buy
7,784
+2,116
+37% +$1.11M 2.97% 5
2022
Q2 		$2.91M Hold
5,668
– – 2.15% 10
2022
Q1 		$2.89M Sell
5,668
-1,779
-24% -$858K 1.68% 12
2021
Q4 		$3.74M Sell
7,447
-94
-1% -$42.6K 2.21% 9
2021
Q3 		$2.95M Sell
7,541
-8,858
-54% -$3.67M 1.94% 11
2021
Q2 		$6.57M Hold
16,399
– – 2.05% 9
2021
Q1 		$6.1M Sell
16,399
-14,900
-48% -$5.16M 2.11% 9
2020
Q4 		$11M Sell
31,299
-675
-2% -$226K 2.01% 9
2020
Q3 		$9.97M Buy
31,974
+6,008
+23% +$1.85M 1.96% 10
2020
Q2 		$7.66M Buy
25,966
+1
+0% +$287 2.03% 9
2020
Q1 		$6.47M Sell
25,965
-6,656
-20% -$1.83M 2.17% 7
2019
Q4 		$9.59M Sell
32,621
-424
-1% -$111K 2.19% 7
2019
Q3 		$7.18M Sell
33,045
-12,825
-28% -$3.09M 1.77% 14
2019
Q2 		$11.2M Sell
45,870
-1,049
-2% -$252K 2.1% 11
2019
Q1 		$11.6M Buy
46,919
+12
+0% +$3.06K 2.24% 8
2018
Q4 		$11.7M Buy
46,907
+8,800
+23% +$2.32M 2.63% 5
2018
Q3 		$10.1M Sell
38,107
-9,475
-20% -$2.46M 2.34% 7
2018
Q2 		$11.7M Sell
47,582
-275
-0.6% -$66K 2.32% 10
2018
Q1 		$10.2M Sell
47,857
-1,418
-3% -$324K 2.11% 17
2017
Q4 		$10.9M Sell
49,275
-7,825
-14% -$1.66M 2.2% 14
2017
Q3 		$11.2M Buy
57,100
+3,275
+6% +$633K 2.14% 21
2017
Q2 		$9.98M Buy
+53,825
New +$9.44M 2.1% 19

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Decatur Capital Management's UNH Position: Q4 2024 in Review

Decatur Capital Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 3,739 shares — an estimated $2.19M sold.

Decatur Capital Management first reported a position in UNH in Q2 2017 and held it in 30 quarters. The position peaked at $11.7M in Q4 2018. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Decatur Capital Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Decatur Capital Management sold 3,739 UnitedHealth shares in Q4 2024, an estimated $2.19M.
  • Decatur Capital Management first reported a position in UnitedHealth in Q2 2017 and held it in 30 quarters.
  • Decatur Capital Management's UnitedHealth position peaked at $11.7M in Q4 2018.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Decatur Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.