Flagship Harbor Advisors’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 | $3.48M | Buy |
12,852
+1,583
| +14% | +$471K | 0.15% | 140 |
|
|
2025
Q4 | $3.72M | Sell |
11,269
-1,871
| -14% | -$634K | 0.18% | 127 |
|
|
2025
Q3 | $4.54M | Buy |
13,140
+1,027
| +8% | +$311K | 0.2% | 113 |
|
|
2025
Q2 | $3.78M | Buy |
12,113
+4,926
| +69% | +$1.88M | 0.18% | 128 |
|
|
2025
Q1 | $3.76M | Buy |
7,187
+48
| +0.7% | +$24.5K | 0.2% | 112 |
|
|
2024
Q4 | $3.61M | Buy |
7,139
+267
| +4% | +$152K | 0.19% | 107 |
|
|
2024
Q3 | $4.02M | Buy |
6,872
+39
| +0.6% | +$22.1K | 0.22% | 105 |
|
|
2024
Q2 | $3.48M | Buy |
6,833
+10
| +0.1% | +$4.9K | 0.21% | 109 |
|
|
2024
Q1 | $3.38M | Buy |
6,823
+118
| +2% | +$60K | 0.22% | 105 |
|
|
2023
Q4 | $3.53M | Buy |
6,705
+5
| +0.1% | +$2.67K | 0.26% | 86 |
|
|
2023
Q3 | $3.38M | Buy |
6,700
+120
| +2% | +$59.1K | 0.28% | 82 |
|
|
2023
Q2 | $3.16M | Buy |
6,580
+68
| +1% | +$33.3K | 0.26% | 87 |
|
|
2023
Q1 | $3.08M | Buy |
6,512
+363
| +6% | +$175K | 0.29% | 91 |
|
|
2022
Q4 | $3.26M | Buy |
6,149
+66
| +1% | +$35K | 0.33% | 78 |
|
|
2022
Q3 | $3.07M | Sell |
6,083
-8
| -0.1% | -$4.21K | 0.36% | 70 |
|
|
2022
Q2 | $3.13M | Buy |
6,091
+451
| +8% | +$226K | 0.35% | 70 |
|
|
2022
Q1 | $2.88M | Sell |
5,640
-15
| -0.3% | -$7.24K | 0.28% | 89 |
|
|
2021
Q4 | $2.84M | Buy |
5,655
+636
| +13% | +$288K | 0.27% | 84 |
|
|
2021
Q3 | $2.01M | Hold |
5,019
| – | – | 0.22% | 109 |
|
|
2021
Q2 | $2.01M | Buy |
5,019
+25
| +0.5% | +$9.97K | 0.22% | 109 |
|
|
2021
Q1 | $1.86M | Sell |
4,994
-319
| -6% | -$111K | 0.21% | 111 |
|
|
2020
Q4 | $1.86M | Buy |
5,313
+87
| +2% | +$29.2K | 0.23% | 98 |
|
|
2020
Q3 | $1.63M | Sell |
5,226
-30
| -0.6% | -$9.21K | 0.22% | 94 |
|
|
2020
Q2 | $1.55M | Buy |
5,256
+125
| +2% | +$35.8K | 0.23% | 96 |
|
|
2020
Q1 | $1.28M | Sell |
5,131
-15
| -0.3% | -$4.13K | 0.26% | 82 |
|
|
2019
Q4 | $1.51M | Sell |
5,146
-262
| -5% | -$68.5K | 0.27% | 85 |
|
|
2019
Q3 | $1.18M | Buy |
5,408
+185
| +4% | +$44.6K | 0.23% | 100 |
|
|
2019
Q2 | $1.27M | Sell |
5,223
-443
| -8% | -$107K | 0.26% | 88 |
|
|
2019
Q1 | $1.4M | Buy |
5,666
+560
| +11% | +$143K | 0.29% | 84 |
|
|
2018
Q4 | $1.27M | Sell |
5,106
-498
| -9% | -$132K | 0.31% | 75 |
|
|
2018
Q3 | $1.51M | Buy |
5,604
+32
| +0.6% | +$8.32K | 0.28% | 86 |
|
|
2018
Q2 | $1.37M | Buy |
5,572
+944
| +20% | +$227K | 0.27% | 89 |
|
|
2018
Q1 | $1.01M | Sell |
4,628
-513
| -10% | -$117K | 0.3% | 95 |
|
|
2017
Q4 | $1.16M | Buy |
5,141
+9
| +0.2% | +$1.91K | 0.33% | 83 |
|
|
2017
Q3 | $1.01M | Buy |
5,132
+104
| +2% | +$20.1K | 0.33% | 88 |
|
|
2017
Q2 | $939K | Buy |
5,028
+15
| +0.3% | +$2.63K | 0.33% | 87 |
|
|
2017
Q1 | $823K | Buy |
5,013
+1,684
| +51% | +$276K | 0.31% | 90 |
|
|
2016
Q4 | $525K | Buy |
+3,329
| New | +$497K | 0.23% | 124 |
|
Other funds holding UNH
VCM
VPM
