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