Edmond de Rothschild Holding’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.4M | Hold |
42,130
| – | – | 0.16% | 116 |
|
|
2025
Q4 | $13.9M | Buy |
42,130
+17,321
| +70% | +$5.87M | 0.2% | 103 |
|
|
2025
Q3 | $8.57M | Sell |
24,809
-316
| -1% | -$95.6K | 0.13% | 138 |
|
|
2025
Q2 | $7.84M | Sell |
25,125
-22,676
| -47% | -$8.67M | 0.13% | 142 |
|
|
2025
Q1 | $25M | Sell |
47,801
-3,998
| -8% | -$2.04M | 0.44% | 63 |
|
|
2024
Q4 | $26.2M | Sell |
51,799
-20,175
| -28% | -$11.5M | 0.45% | 61 |
|
|
2024
Q3 | $42.1M | Sell |
71,974
-3,771
| -5% | -$2.13M | 0.68% | 34 |
|
|
2024
Q2 | $38.6M | Sell |
75,745
-52,301
| -41% | -$25.6M | 0.66% | 38 |
|
|
2024
Q1 | $63.3M | Sell |
128,046
-17,976
| -12% | -$9.14M | 1.06% | 22 |
|
|
2023
Q4 | $76.9M | Sell |
146,022
-21,283
| -13% | -$11.4M | 1.38% | 14 |
|
|
2023
Q3 | $84.4M | Buy |
167,305
+7,525
| +5% | +$3.7M | 1.7% | 11 |
|
|
2023
Q2 | $76.8M | Buy |
159,780
+44,423
| +39% | +$21.7M | 1.51% | 12 |
|
|
2023
Q1 | $54.5M | Buy |
115,357
+9,760
| +9% | +$4.71M | 1.24% | 17 |
|
|
2022
Q4 | $56M | Buy |
105,597
+22,245
| +27% | +$11.8M | 1.3% | 15 |
|
|
2022
Q3 | $42.1M | Buy |
83,352
+1,167
| +1% | +$614K | 1.11% | 21 |
|
|
2022
Q2 | $42.2M | Sell |
82,185
-7,275
| -8% | -$3.65M | 1.02% | 23 |
|
|
2022
Q1 | $45.6M | Buy |
89,460
+372
| +0.4% | +$179K | 0.99% | 24 |
|
|
2021
Q4 | $44.7M | Buy |
89,088
+255
| +0.3% | +$115K | 0.97% | 26 |
|
|
2021
Q3 | $34.7M | Buy |
88,833
+6,914
| +8% | +$2.86M | 0.8% | 36 |
|
|
2021
Q2 | $32.8M | Buy |
81,919
+37,320
| +84% | +$14.9M | 0.76% | 39 |
|
|
2021
Q1 | $16.6M | Buy |
44,599
+269
| +0.6% | +$93.2K | 0.45% | 65 |
|
|
2020
Q4 | $15.5M | Buy |
44,330
+1,105
| +3% | +$370K | 0.52% | 57 |
|
|
2020
Q3 | $13.5M | Sell |
43,225
-7,069
| -14% | -$2.17M | 0.53% | 52 |
|
|
2020
Q2 | $14.8M | Buy |
50,294
+1,763
| +4% | +$505K | 0.61% | 47 |
|
|
2020
Q1 | $12.1M | Buy |
48,531
+960
| +2% | +$264K | 0.63% | 42 |
|
|
2019
Q4 | $14M | Sell |
47,571
-10,669
| -18% | -$2.79M | 0.55% | 57 |
|
|
2019
Q3 | $12.7M | Buy |
58,240
+2,968
| +5% | +$716K | 0.51% | 58 |
|
|
2019
Q2 | $13.5M | Buy |
55,272
+8,603
| +18% | +$2.07M | 0.51% | 51 |
|
|
2019
Q1 | $11.5M | Sell |
46,669
-2,577
| -5% | -$657K | 0.4% | 67 |
|
|
2018
Q4 | $12.3M | Buy |
49,246
+1,357
| +3% | +$358K | 0.43% | 64 |
|
|
2018
Q3 | $12.7M | Buy |
47,889
+491
| +1% | +$128K | 0.36% | 68 |
|
|
2018
Q2 | $11.6M | Sell |
47,398
-585
| -1% | -$140K | 0.33% | 75 |
|
|
2018
Q1 | $10.3M | Sell |
47,983
-16,136
| -25% | -$3.69M | 0.3% | 82 |
|
|
2017
Q4 | $14.1M | Sell |
64,119
-15,093
| -19% | -$3.2M | 0.41% | 70 |
|
|
2017
Q3 | $15.5M | Sell |
79,212
-681
| -0.9% | -$132K | 0.44% | 65 |
|
|
2017
Q2 | $14.8M | Sell |
79,893
-1,832
| -2% | -$321K | 0.42% | 68 |
|
|
2017
Q1 | $13.4M | Buy |
81,725
+11
| +0% | +$1.8K | 0.36% | 78 |
|
|
2016
Q4 | $13.1M | Buy |
81,714
+6,021
| +8% | +$899K | 0.36% | 75 |
|
|
2016
Q3 | $10.6M | Buy |
75,693
+3,048
| +4% | +$427K | 0.32% | 79 |
|
|
2016
Q2 | $10.3M | Buy |
72,645
+2,630
| +4% | +$351K | 0.33% | 82 |
|
|
2016
Q1 | $9.03M | Sell |
70,015
-10,305
| -13% | -$1.22M | 0.29% | 93 |
|
|
2015
Q4 | $9.45M | Sell |
80,320
-17,072
| -18% | -$2M | 0.25% | 101 |
|
|
2015
Q3 | $11.3M | Sell |
97,392
-2,300
| -2% | -$275K | 0.28% | 80 |
|
|
2015
Q2 | $12.2M | Buy |
+99,692
| New | +$11.8M | 0.26% | 84 |
|
Other funds holding UNH
VCM
VPM
