Envestnet Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520M | Sell |
1,667,395
-572,471
| -26% | -$179M | 0.15% | 116 |
|
|
2025
Q1 | $1.17B | Buy |
2,239,866
+99,979
| +5% | +$52.4M | 0.38% | 48 |
|
|
2024
Q4 | $1.08B | Sell |
2,139,887
-51,150
| -2% | -$25.9M | 0.35% | 56 |
|
|
2024
Q3 | $1.28B | Buy |
2,191,037
+56,886
| +3% | +$33.3M | 0.41% | 43 |
|
|
2024
Q2 | $1.09B | Buy |
2,134,151
+135,329
| +7% | +$68.9M | 0.38% | 50 |
|
|
2024
Q1 | $989M | Sell |
1,998,822
-20,471
| -1% | -$10.1M | 0.37% | 48 |
|
|
2023
Q4 | $1.06B | Buy |
2,019,293
+67,361
| +3% | +$35.5M | 0.44% | 41 |
|
|
2023
Q3 | $984M | Buy |
1,951,932
+366,837
| +23% | +$185M | 0.45% | 37 |
|
|
2023
Q2 | $762M | Sell |
1,585,095
-3,926,079
| -71% | -$1.89B | 0.34% | 48 |
|
|
2023
Q1 | $733M | Buy |
5,511,174
+3,997,959
| +264% | +$532M | 0.35% | 45 |
|
|
2022
Q4 | $802M | Buy |
1,513,215
+23,179
| +2% | +$12.3M | 0.42% | 42 |
|
|
2022
Q3 | $753M | Buy |
1,490,036
+8,941
| +0.6% | +$4.52M | 0.43% | 40 |
|
|
2022
Q2 | $761M | Buy |
1,481,095
+233,264
| +19% | +$120M | 0.43% | 41 |
|
|
2022
Q1 | $636M | Buy |
1,247,831
+40,875
| +3% | +$20.8M | 0.32% | 57 |
|
|
2021
Q4 | $606M | Buy |
1,206,956
+30,696
| +3% | +$15.4M | 0.3% | 62 |
|
|
2021
Q3 | $460M | Buy |
1,176,260
+31,814
| +3% | +$12.4M | 0.25% | 72 |
|
|
2021
Q2 | $458M | Buy |
1,144,446
+57,135
| +5% | +$22.9M | 0.26% | 74 |
|
|
2021
Q1 | $405M | Buy |
1,087,311
+234,450
| +27% | +$87.2M | 0.26% | 71 |
|
|
2020
Q4 | $299M | Buy |
852,861
+31,915
| +4% | +$11.2M | 0.23% | 71 |
|
|
2020
Q3 | $256M | Buy |
820,946
+64,961
| +9% | +$20.3M | 0.23% | 71 |
|
|
2020
Q2 | $223M | Buy |
755,985
+69,261
| +10% | +$20.4M | 0.22% | 84 |
|
|
2020
Q1 | $171M | Buy |
686,724
+58,700
| +9% | +$14.6M | 0.2% | 82 |
|
|
2019
Q4 | $185M | Buy |
628,024
+42,419
| +7% | +$12.5M | 0.19% | 86 |
|
|
2019
Q3 | $127M | Sell |
585,605
-2,257
| -0.4% | -$490K | 0.14% | 121 |
|
|
2019
Q2 | $143M | Buy |
587,862
+36,603
| +7% | +$8.93M | 0.18% | 91 |
|
|
2019
Q1 | $136M | Buy |
551,259
+78,127
| +17% | +$19.3M | 0.19% | 84 |
|
|
2018
Q4 | $118M | Buy |
473,132
+449,862
| +1,933% | +$112M | 0.18% | 94 |
|
|
2018
Q3 | $6.19M | Sell |
23,270
-76,318
| -77% | -$20.3M | 0.01% | 373 |
|
|
2018
Q2 | $24.4M | Buy |
99,588
+6,931
| +7% | +$1.7M | 0.06% | 159 |
|
|
2018
Q1 | $20.1M | Sell |
92,657
-108,445
| -54% | -$23.5M | 0.06% | 128 |
|
|
2017
Q4 | $44.3M | Buy |
201,102
+21,545
| +12% | +$4.75M | 0.1% | 108 |
|
|
2017
Q3 | $35.2M | Sell |
179,557
-5,306
| -3% | -$1.04M | 0.08% | 122 |
|
|
2017
Q2 | $34.3M | Buy |
184,863
+7,694
| +4% | +$1.43M | 0.09% | 131 |
|
|
2017
Q1 | $29.1M | Buy |
177,169
+3,280
| +2% | +$538K | 0.09% | 145 |
|
|
2016
Q4 | $27.8M | Buy |
173,889
+5,407
| +3% | +$865K | 0.1% | 142 |
|
|
2016
Q3 | $23.6M | Sell |
168,482
-45,204
| -21% | -$6.33M | 0.09% | 168 |
|
|
2016
Q2 | $30.2M | Buy |
213,686
+32,882
| +18% | +$4.64M | 0.12% | 142 |
|
|
2016
Q1 | $23.3M | Buy |
180,804
+6,745
| +4% | +$869K | 0.1% | 176 |
|
|
2015
Q4 | $20.5M | Sell |
174,059
-4,862
| -3% | -$572K | 0.09% | 201 |
|
|
2015
Q3 | $20.8M | Buy |
178,921
+13,334
| +8% | +$1.55M | 0.1% | 173 |
|
|
2015
Q2 | $20.2M | Sell |
165,587
-1,769
| -1% | -$216K | 0.1% | 204 |
|
|
2015
Q1 | $19.8M | Buy |
167,356
+159,495
| +2,029% | +$18.9M | 0.1% | 201 |
|
|
2014
Q4 | $795K | Buy |
7,861
+209
| +3% | +$21.1K | 0.01% | 585 |
|
|
2014
Q3 | $660K | Sell |
7,652
-371
| -5% | -$32K | 0.01% | 702 |
|
|
2014
Q2 | $656K | Buy |
8,023
+3,231
| +67% | +$264K | 0.01% | 690 |
|
|
2014
Q1 | $393K | Sell |
4,792
-4,354
| -48% | -$357K | ﹤0.01% | 712 |
|
|
2013
Q4 | $689K | Sell |
9,146
-137
| -1% | -$10.3K | 0.01% | 550 |
|
|
2013
Q3 | $665K | Buy |
9,283
+117
| +1% | +$8.38K | 0.01% | 542 |
|
|
2013
Q2 | $600K | Buy |
+9,166
| New | +$600K | 0.01% | 535 |
|