Fayez Sarofim & Co’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350M | Sell |
1,115,813
-47,778
| -4% | -$15M | 0.84% | 35 |
|
|
2025
Q1 | $613M | Sell |
1,163,591
-378,858
| -25% | -$200M | 1.53% | 20 |
|
|
2024
Q4 | $784M | Buy |
1,542,449
+57,630
| +4% | +$29.3M | 1.91% | 16 |
|
|
2024
Q3 | $868M | Buy |
1,484,819
+29,634
| +2% | +$17.3M | 2.21% | 11 |
|
|
2024
Q2 | $741M | Buy |
1,455,185
+69,546
| +5% | +$35.4M | 2% | 13 |
|
|
2024
Q1 | $685M | Buy |
1,385,639
+19,430
| +1% | +$9.61M | 2.04% | 15 |
|
|
2023
Q4 | $708M | Buy |
1,366,209
+85,204
| +7% | +$44.2M | 2.16% | 13 |
|
|
2023
Q3 | $646M | Buy |
1,281,005
+165,527
| +15% | +$83.5M | 2.18% | 13 |
|
|
2023
Q2 | $536M | Buy |
1,115,478
+41,087
| +4% | +$19.7M | 1.88% | 18 |
|
|
2023
Q1 | $508M | Buy |
1,074,391
+62,981
| +6% | +$29.8M | 1.78% | 19 |
|
|
2022
Q4 | $536M | Buy |
1,011,410
+26,501
| +3% | +$14.1M | 1.98% | 15 |
|
|
2022
Q3 | $497M | Sell |
984,909
-23,106
| -2% | -$11.7M | 1.97% | 17 |
|
|
2022
Q2 | $518M | Buy |
1,008,015
+6,479
| +0.6% | +$3.33M | 1.89% | 17 |
|
|
2022
Q1 | $511M | Sell |
1,001,536
-12,512
| -1% | -$6.38M | 1.62% | 21 |
|
|
2021
Q4 | $509M | Sell |
1,014,048
-13,732
| -1% | -$6.9M | 1.53% | 21 |
|
|
2021
Q3 | $402M | Buy |
1,027,780
+70,869
| +7% | +$27.7M | 1.33% | 24 |
|
|
2021
Q2 | $383M | Buy |
956,911
+13,042
| +1% | +$5.22M | 1.29% | 25 |
|
|
2021
Q1 | $351M | Buy |
943,869
+643
| +0.1% | +$239K | 1.29% | 25 |
|
|
2020
Q4 | $331M | Buy |
943,226
+7,672
| +0.8% | +$2.69M | 1.27% | 28 |
|
|
2020
Q3 | $292M | Buy |
935,554
+12,880
| +1% | +$4.02M | 1.25% | 28 |
|
|
2020
Q2 | $272M | Buy |
922,674
+211,349
| +30% | +$62.3M | 1.26% | 32 |
|
|
2020
Q1 | $177M | Sell |
711,325
-1,989
| -0.3% | -$496K | 1.09% | 35 |
|
|
2019
Q4 | $210M | Sell |
713,314
-14,086
| -2% | -$4.14M | 1.01% | 36 |
|
|
2019
Q3 | $158M | Buy |
727,400
+176,643
| +32% | +$38.4M | 0.81% | 39 |
|
|
2019
Q2 | $134M | Buy |
550,757
+72,798
| +15% | +$17.8M | 0.69% | 42 |
|
|
2019
Q1 | $118M | Buy |
477,959
+12,020
| +3% | +$2.97M | 0.62% | 43 |
|
|
2018
Q4 | $116M | Sell |
465,939
-3,958
| -0.8% | -$986K | 0.7% | 40 |
|
|
2018
Q3 | $125M | Sell |
469,897
-12,646
| -3% | -$3.36M | 0.65% | 41 |
|
|
2018
Q2 | $118M | Sell |
482,543
-339
| -0.1% | -$83.2K | 0.64% | 41 |
|
|
2018
Q1 | $103M | Sell |
482,882
-1,287
| -0.3% | -$275K | 0.56% | 45 |
|
|
2017
Q4 | $107M | Sell |
484,169
-47,923
| -9% | -$10.6M | 0.55% | 45 |
|
|
2017
Q3 | $104M | Buy |
532,092
+15,902
| +3% | +$3.11M | 0.55% | 45 |
|
|
2017
Q2 | $95.7M | Buy |
516,190
+134,546
| +35% | +$24.9M | 0.51% | 48 |
|
|
2017
Q1 | $62.6M | Sell |
381,644
-3,607
| -0.9% | -$592K | 0.34% | 62 |
|
|
2016
Q4 | $61.7M | Buy |
385,251
+3,489
| +0.9% | +$558K | 0.34% | 63 |
|
|
2016
Q3 | $53.3M | Buy |
+381,762
| New | +$53.3M | 0.29% | 65 |
|