EFG Asset Management (Americas)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $976K | Sell |
2,826
-263
| -9% | -$79.5K | 0.17% | 116 |
|
|
2025
Q2 | $964K | Sell |
3,089
-14,199
| -82% | -$5.43M | 0.18% | 118 |
|
|
2025
Q1 | $9.05M | Sell |
17,288
-217
| -1% | -$111K | 1.83% | 11 |
|
|
2024
Q4 | $8.86M | Sell |
17,505
-1,280
| -7% | -$727K | 1.72% | 13 |
|
|
2024
Q3 | $11M | Sell |
18,785
-392
| -2% | -$222K | 2.15% | 9 |
|
|
2024
Q2 | $9.77M | Buy |
19,177
+5,680
| +42% | +$2.78M | 1.91% | 11 |
|
|
2024
Q1 | $6.68M | Sell |
13,497
-5,544
| -29% | -$2.82M | 2.03% | 8 |
|
|
2023
Q4 | $10M | Sell |
19,041
-4,959
| -21% | -$2.64M | 2.16% | 7 |
|
|
2023
Q3 | $12.1M | Sell |
24,000
-338
| -1% | -$166K | 2.9% | 7 |
|
|
2023
Q2 | $11.7M | Sell |
24,338
-381
| -2% | -$186K | 2.71% | 6 |
|
|
2023
Q1 | $11.7M | Sell |
24,719
-848
| -3% | -$409K | 2.79% | 4 |
|
|
2022
Q4 | $13.6M | Sell |
25,567
-2,116
| -8% | -$1.12M | 3.35% | 3 |
|
|
2022
Q3 | $14M | Sell |
27,683
-1,146
| -4% | -$603K | 3.55% | 4 |
|
|
2022
Q2 | $14.8M | Sell |
28,829
-338
| -1% | -$170K | 3.5% | 4 |
|
|
2022
Q1 | $14.9M | Buy |
29,167
+11,836
| +68% | +$5.71M | 2.76% | 7 |
|
|
2021
Q4 | $8.72M | Buy |
17,331
+3,235
| +23% | +$1.46M | 1.47% | 24 |
|
|
2021
Q3 | $5.53M | Buy |
14,096
+592
| +4% | +$245K | 0.98% | 32 |
|
|
2021
Q2 | $5.42M | Buy |
13,504
+278
| +2% | +$111K | 1.01% | 32 |
|
|
2021
Q1 | $4.94M | Buy |
13,226
+4,831
| +58% | +$1.67M | 1.01% | 33 |
|
|
2020
Q4 | $2.96M | Sell |
8,395
-122
| -1% | -$40.9K | 0.61% | 62 |
|
|
2020
Q3 | $2.67M | Sell |
8,517
-176
| -2% | -$54.1K | 0.6% | 61 |
|
|
2020
Q2 | $2.58M | Sell |
8,693
-7,686
| -47% | -$2.2M | 0.67% | 58 |
|
|
2020
Q1 | $4.1M | Sell |
16,379
-4,615
| -22% | -$1.27M | 1.32% | 27 |
|
|
2019
Q4 | $6.27M | Buy |
20,994
+465
| +2% | +$122K | 1.65% | 19 |
|
|
2019
Q3 | $4.54M | Sell |
20,529
-1,345
| -6% | -$325K | 1.37% | 25 |
|
|
2019
Q2 | $5.42M | Sell |
21,874
-6,096
| -22% | -$1.47M | 1.54% | 16 |
|
|
2019
Q1 | $7.01M | Sell |
27,970
-328
| -1% | -$83.6K | 2.13% | 9 |
|
|
2018
Q4 | $7.15M | Buy |
28,298
+159
| +0.6% | +$42K | 2.57% | 8 |
|
|
2018
Q3 | $7.58M | Buy |
28,139
+495
| +2% | +$129K | 2.17% | 10 |
|
|
2018
Q2 | $6.87M | Buy |
27,644
+6,102
| +28% | +$1.47M | 2.08% | 13 |
|
|
2018
Q1 | $4.68M | Sell |
21,542
-1,923
| -8% | -$439K | 1.94% | 11 |
|
|
2017
Q4 | $5.24M | Sell |
23,465
-2,085
| -8% | -$442K | 1.89% | 9 |
|
|
2017
Q3 | $5.06M | Buy |
25,550
+761
| +3% | +$147K | 1.92% | 12 |
|
|
2017
Q2 | $4.66M | Buy |
24,789
+1,017
| +4% | +$178K | 1.76% | 10 |
|
|
2017
Q1 | $3.98M | Sell |
23,772
-8,867
| -27% | -$1.45M | 1.53% | 14 |
|
|
2016
Q4 | $5.3M | Buy |
32,639
+142
| +0.4% | +$21.2K | 2.31% | 7 |
|
|
2016
Q3 | $4.61M | Sell |
32,497
-1,392
| -4% | -$195K | 1.95% | 11 |
|
|
2016
Q2 | $4.84M | Buy |
33,889
+6,669
| +25% | +$889K | 2.28% | 10 |
|
|
2016
Q1 | $3.56M | Buy |
27,220
+4,139
| +18% | +$490K | 1.78% | 18 |
|
|
2015
Q4 | $2.54M | Buy |
23,081
+2,033
| +10% | +$238K | 1.58% | 19 |
|
|
2015
Q3 | $2.5M | Buy |
21,048
+6,020
| +40% | +$721K | 1.56% | 14 |
|
|
2015
Q2 | $1.85M | Buy |
15,028
+2,421
| +19% | +$286K | 1.13% | 14 |
|
|
2015
Q1 | $1.54M | Buy |
12,607
+6,274
| +99% | +$697K | 1.2% | 11 |
|
|
2014
Q4 | $648K | Buy |
6,333
+3,357
| +113% | +$318K | 0.39% | 30 |
|
|
2014
Q3 | $259K | Buy |
2,976
+649
| +28% | +$54.8K | 0.26% | 22 |
|
|
2014
Q2 | $190K | Buy |
2,327
+993
| +74% | +$78.1K | 0.17% | 31 |
|
|
2014
Q1 | $109K | Buy |
1,334
+664
| +99% | +$50K | 0.09% | 31 |
|
|
2013
Q4 | $50.5K | Buy |
+670
| New | +$48.1K | 0.04% | 56 |
|
Other funds holding UNH
EFG Asset Management (Americas)'s UNH Position: Q3 2025 in Review
EFG Asset Management (Americas) reduced its UnitedHealth (UNH) stake by 8.5% in Q3 2025, selling an estimated $79.5K and leaving 2,826 shares worth $976K. The position accounts for 0.17% of the portfolio, ranked #116.
EFG Asset Management (Americas) first reported a position in UNH in Q4 2013 and has held it in 48 quarters since. The position peaked at $14.9M in Q1 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.
- EFG Asset Management (Americas) held 2,826 shares of UnitedHealth worth $976K as of Q3 2025.
- EFG Asset Management (Americas) sold 263 UnitedHealth shares in Q3 2025, an estimated $79.5K.
- UnitedHealth made up 0.17% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #116 holding.
- EFG Asset Management (Americas) first reported a position in UnitedHealth in Q4 2013 and has held it in 48 quarters since.
- EFG Asset Management (Americas)'s UnitedHealth position peaked at $14.9M in Q1 2022.
- 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.
Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.