Fisher Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63B | Sell |
5,213,472
-37,108
| -0.7% | -$11.6M | 0.65% | 48 |
|
|
2025
Q1 | $2.75B | Buy |
5,250,580
+1,816,113
| +53% | +$951M | 1.19% | 20 |
|
|
2024
Q4 | $1.74B | Buy |
3,434,467
+237,300
| +7% | +$120M | 0.69% | 41 |
|
|
2024
Q3 | $1.87B | Buy |
3,197,167
+107,097
| +3% | +$62.6M | 0.77% | 36 |
|
|
2024
Q2 | $1.57B | Buy |
3,090,070
+117,603
| +4% | +$59.9M | 0.68% | 44 |
|
|
2024
Q1 | $1.47B | Buy |
2,972,467
+100,496
| +3% | +$49.7M | 0.69% | 45 |
|
|
2023
Q4 | $1.51B | Buy |
2,871,971
+94,760
| +3% | +$49.9M | 0.8% | 33 |
|
|
2023
Q3 | $1.4B | Buy |
2,777,211
+1,216,294
| +78% | +$613M | 0.79% | 34 |
|
|
2023
Q2 | $750M | Buy |
1,560,917
+1,547,989
| +11,974% | +$744M | 0.41% | 74 |
|
|
2023
Q1 | $6.11M | Sell |
12,928
-3,278
| -20% | -$1.55M | ﹤0.01% | 511 |
|
|
2022
Q4 | $8.59M | Sell |
16,206
-20,408
| -56% | -$10.8M | 0.01% | 460 |
|
|
2022
Q3 | $18.5M | Sell |
36,614
-5,422
| -13% | -$2.74M | 0.01% | 342 |
|
|
2022
Q2 | $21.6M | Sell |
42,036
-5,302
| -11% | -$2.72M | 0.02% | 299 |
|
|
2022
Q1 | $24.1M | Sell |
47,338
-1,345,560
| -97% | -$686M | 0.01% | 304 |
|
|
2021
Q4 | $699M | Sell |
1,392,898
-1,554,434
| -53% | -$781M | 0.39% | 67 |
|
|
2021
Q3 | $1.15B | Buy |
2,947,332
+110,279
| +4% | +$43.1M | 0.72% | 37 |
|
|
2021
Q2 | $1.14B | Buy |
2,837,053
+138,408
| +5% | +$55.4M | 0.71% | 35 |
|
|
2021
Q1 | $1B | Buy |
2,698,645
+116,106
| +4% | +$43.2M | 0.71% | 37 |
|
|
2020
Q4 | $906M | Buy |
2,582,539
+114,719
| +5% | +$40.2M | 0.68% | 37 |
|
|
2020
Q3 | $769M | Buy |
2,467,820
+120,750
| +5% | +$37.6M | 0.67% | 42 |
|
|
2020
Q2 | $692M | Buy |
2,347,070
+2,341,377
| +41,127% | +$691M | 0.68% | 40 |
|
|
2020
Q1 | $1.42M | Sell |
5,693
-2,403
| -30% | -$599K | ﹤0.01% | 492 |
|
|
2019
Q4 | $2.38M | Buy |
8,096
+1,086
| +15% | +$319K | ﹤0.01% | 466 |
|
|
2019
Q3 | $1.52M | Buy |
7,010
+197
| +3% | +$42.8K | ﹤0.01% | 573 |
|
|
2019
Q2 | $1.66M | Buy |
6,813
+626
| +10% | +$153K | ﹤0.01% | 563 |
|
|
2019
Q1 | $1.53M | Buy |
6,187
+890
| +17% | +$220K | ﹤0.01% | 551 |
|
|
2018
Q4 | $1.32M | Sell |
5,297
-297
| -5% | -$74K | ﹤0.01% | 569 |
|
|
2018
Q3 | $1.49M | Buy |
5,594
+1,028
| +23% | +$273K | ﹤0.01% | 550 |
|
|
2018
Q2 | $1.12M | Sell |
4,566
-35
| -0.8% | -$8.59K | ﹤0.01% | 574 |
|
|
2018
Q1 | $985K | Sell |
4,601
-2,802
| -38% | -$600K | ﹤0.01% | 572 |
|
|
2017
Q4 | $1.63M | Buy |
7,403
+1,232
| +20% | +$272K | ﹤0.01% | 538 |
|
|
2017
Q3 | $1.21M | Sell |
6,171
-1,528
| -20% | -$299K | ﹤0.01% | 548 |
|
|
2017
Q2 | $1.43M | Buy |
7,699
+1,285
| +20% | +$238K | ﹤0.01% | 508 |
|
|
2017
Q1 | $1.05M | Sell |
6,414
-1,162
| -15% | -$191K | ﹤0.01% | 504 |
|
|
2016
Q4 | $1.21M | Buy |
7,576
+3,794
| +100% | +$607K | ﹤0.01% | 488 |
|
|
2016
Q3 | $529K | Buy |
3,782
+796
| +27% | +$111K | ﹤0.01% | 564 |
|
|
2016
Q2 | $419K | Buy |
2,986
+151
| +5% | +$21.2K | ﹤0.01% | 579 |
|
|
2016
Q1 | $361K | Buy |
+2,835
| New | +$361K | ﹤0.01% | 593 |
|
|
2014
Q4 | – | Sell |
-3,203
| Closed | -$276K | – | 596 |
|
|
2014
Q3 | $276K | Sell |
3,203
-76
| -2% | -$6.55K | ﹤0.01% | 483 |
|
|
2014
Q2 | $268K | Buy |
3,279
+422
| +15% | +$34.5K | ﹤0.01% | 486 |
|
|
2014
Q1 | $234K | Sell |
2,857
-103
| -3% | -$8.44K | ﹤0.01% | 466 |
|
|
2013
Q4 | $223K | Buy |
+2,960
| New | +$223K | ﹤0.01% | 468 |
|