Discovery Capital Management’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$26.2M	Buy	84,100 +9,680	+13%	+$3.02M	2.05%	18
2025 Q1	$39M	Buy	+74,420	New	+$39M	4.66%	8
2023 Q3	–	Sell	-22,500	Closed	-$10.8M	–	65
2023 Q2	$10.8M	Sell	22,500 -80,950	-78%	-$38.9M	1.14%	24
2023 Q1	$48.9M	Buy	+103,450	New	+$48.9M	5.56%	5