Focused Investors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $157M | Buy |
504,000
+90,100
| +22% | +$28.1M | 5.14% | 8 |
|
2025
Q1 | $217M | Sell |
413,900
-12,700
| -3% | -$6.65M | 6.96% | 3 |
|
2024
Q4 | $216M | Buy |
426,600
+16,950
| +4% | +$8.57M | 6.82% | 2 |
|
2024
Q3 | $240M | Sell |
409,650
-7,600
| -2% | -$4.44M | 7.27% | 2 |
|
2024
Q2 | $212M | Buy |
417,250
+40,600
| +11% | +$20.7M | 6.9% | 2 |
|
2024
Q1 | $186M | Sell |
376,650
-23,700
| -6% | -$11.7M | 5.84% | 5 |
|
2023
Q4 | $211M | Sell |
400,350
-2,300
| -0.6% | -$1.21M | 6.82% | 3 |
|
2023
Q3 | $203M | Sell |
402,650
-4,600
| -1% | -$2.32M | 7.22% | 3 |
|
2023
Q2 | $196M | Sell |
407,250
-1,950
| -0.5% | -$937K | 6.57% | 4 |
|
2023
Q1 | $193M | Sell |
409,200
-21,450
| -5% | -$10.1M | 6.66% | 3 |
|
2022
Q4 | $228M | Sell |
430,650
-26,000
| -6% | -$13.8M | 7.36% | 3 |
|
2022
Q3 | $231M | Sell |
456,650
-9,850
| -2% | -$4.97M | 8.26% | 3 |
|
2022
Q2 | $240M | Sell |
466,500
-48,500
| -9% | -$24.9M | 8.24% | 3 |
|
2022
Q1 | $263M | Sell |
515,000
-14,200
| -3% | -$7.24M | 8.36% | 1 |
|
2021
Q4 | $266M | Buy |
529,200
+2,100
| +0.4% | +$1.05M | 8.13% | 1 |
|
2021
Q3 | $206M | Sell |
527,100
-21,100
| -4% | -$8.24M | 6.87% | 4 |
|
2021
Q2 | $220M | Sell |
548,200
-14,100
| -3% | -$5.65M | 6.99% | 3 |
|
2021
Q1 | $209M | Sell |
562,300
-27,200
| -5% | -$10.1M | 7.24% | 2 |
|
2020
Q4 | $207M | Sell |
589,500
-2,100
| -0.4% | -$736K | 7.48% | 1 |
|
2020
Q3 | $184M | Sell |
591,600
-16,500
| -3% | -$5.14M | 7.54% | 2 |
|
2020
Q2 | $179M | Sell |
608,100
-4,800
| -0.8% | -$1.42M | 8.04% | 3 |
|
2020
Q1 | $153M | Buy |
612,900
+8,300
| +1% | +$2.07M | 7.63% | 3 |
|
2019
Q4 | $178M | Sell |
604,600
-20,500
| -3% | -$6.03M | 7.05% | 2 |
|
2019
Q3 | $136M | Sell |
625,100
-2,800
| -0.4% | -$608K | 5.95% | 7 |
|
2019
Q2 | $153M | Buy |
627,900
+147,400
| +31% | +$36M | 6.72% | 5 |
|
2019
Q1 | $119M | Sell |
480,500
-15,700
| -3% | -$3.88M | 5.19% | 7 |
|
2018
Q4 | $124M | Sell |
496,200
-21,200
| -4% | -$5.28M | 5.67% | 6 |
|
2018
Q3 | $138M | Sell |
517,400
-2,300
| -0.4% | -$612K | 5.41% | 7 |
|
2018
Q2 | $128M | Buy |
519,700
+39,000
| +8% | +$9.57M | 5.47% | 6 |
|
2018
Q1 | $103M | Sell |
480,700
-14,300
| -3% | -$3.06M | 4.5% | 11 |
|
2017
Q4 | $109M | Sell |
495,000
-12,200
| -2% | -$2.69M | 4.44% | 13 |
|
2017
Q3 | $99.3M | Sell |
507,200
-15,000
| -3% | -$2.94M | 4.21% | 14 |
|
2017
Q2 | $96.8M | Sell |
522,200
-125,200
| -19% | -$23.2M | 4.11% | 14 |
|
2017
Q1 | $106M | Sell |
647,400
-3,400
| -0.5% | -$558K | 3.83% | 17 |
|
2016
Q4 | $104M | Sell |
650,800
-12,700
| -2% | -$2.03M | 3.95% | 16 |
|
2016
Q3 | $92.9M | Sell |
663,500
-6,500
| -1% | -$910K | 3.69% | 15 |
|
2016
Q2 | $94.6M | Sell |
670,000
-11,500
| -2% | -$1.62M | 3.73% | 14 |
|
2016
Q1 | $87.8M | Sell |
681,500
-21,300
| -3% | -$2.75M | 3.38% | 17 |
|
2015
Q4 | $82.7M | Sell |
702,800
-55,300
| -7% | -$6.51M | 3.19% | 18 |
|
2015
Q3 | $87.9M | Sell |
758,100
-15,500
| -2% | -$1.8M | 3.22% | 17 |
|
2015
Q2 | $94.4M | Sell |
773,600
-225,400
| -23% | -$27.5M | 3.27% | 15 |
|
2015
Q1 | $118M | Buy |
999,000
+30,400
| +3% | +$3.6M | 4.09% | 12 |
|
2014
Q4 | $97.9M | Sell |
968,600
-61,300
| -6% | -$6.2M | 3.55% | 17 |
|
2014
Q3 | $88.8M | Sell |
1,029,900
-6,800
| -0.7% | -$587K | 3.27% | 17 |
|
2014
Q2 | $84.8M | Sell |
1,036,700
-5,300
| -0.5% | -$433K | 3.18% | 17 |
|
2014
Q1 | $85.4M | Sell |
1,042,000
-33,800
| -3% | -$2.77M | 3.38% | 17 |
|
2013
Q4 | $81M | Sell |
1,075,800
-800
| -0.1% | -$60.2K | 3.18% | 17 |
|
2013
Q3 | $77.1M | Buy |
1,076,600
+43,200
| +4% | +$3.09M | 3.31% | 17 |
|
2013
Q2 | $67.7M | Buy |
+1,033,400
| New | +$67.7M | 2.94% | 19 |
|