Foundry Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $254K | Hold |
485
| – | – | 0.01% | 256 |
|
|
2024
Q4 | $245K | Hold |
485
| – | – | 0.01% | 263 |
|
|
2024
Q3 | $284K | Sell |
485
-30
| -6% | -$17K | 0.01% | 273 |
|
|
2024
Q2 | $262K | Hold |
515
| – | – | 0.01% | 280 |
|
|
2024
Q1 | $255K | Sell |
515
-30
| -6% | -$15.3K | 0.01% | 274 |
|
|
2023
Q4 | $287K | Hold |
545
| – | – | 0.02% | 261 |
|
|
2023
Q3 | $275K | Sell |
545
-480
| -47% | -$236K | 0.02% | 265 |
|
|
2023
Q2 | $493K | Sell |
1,025
-10
| -1% | -$4.89K | 0.03% | 242 |
|
|
2023
Q1 | $489K | Hold |
1,035
| – | – | 0.03% | 241 |
|
|
2022
Q4 | $549K | Hold |
1,035
| – | – | 0.03% | 225 |
|
|
2022
Q3 | $523K | Buy |
1,035
+75
| +8% | +$39.4K | 0.03% | 238 |
|
|
2022
Q2 | $493K | Sell |
960
-710
| -43% | -$357K | 0.03% | 243 |
|
|
2022
Q1 | $852K | Hold |
1,670
| – | – | 0.04% | 239 |
|
|
2021
Q4 | $839K | Sell |
1,670
-15
| -0.9% | -$6.79K | 0.03% | 253 |
|
|
2021
Q3 | $658K | Sell |
1,685
-298
| -15% | -$123K | 0.02% | 275 |
|
|
2021
Q2 | $794K | Buy |
1,983
+50
| +3% | +$19.9K | 0.03% | 286 |
|
|
2021
Q1 | $719K | Hold |
1,933
| – | – | 0.02% | 360 |
|
|
2020
Q4 | $678K | Sell |
1,933
-19
| -1% | -$6.37K | 0.03% | 344 |
|
|
2020
Q3 | $609K | Hold |
1,952
| – | – | 0.03% | 344 |
|
|
2020
Q2 | $576K | Sell |
1,952
-225
| -10% | -$64.5K | 0.03% | 336 |
|
|
2020
Q1 | $543K | Hold |
2,177
| – | – | 0.03% | 329 |
|
|
2019
Q4 | $640K | Hold |
2,177
| – | – | 0.02% | 334 |
|
|
2019
Q3 | $473K | Sell |
2,177
-150
| -6% | -$36.2K | 0.02% | 341 |
|
|
2019
Q2 | $568K | Hold |
2,327
| – | – | 0.02% | 336 |
|
|
2019
Q1 | $575K | Sell |
2,327
-225
| -9% | -$57.4K | 0.02% | 339 |
|
|
2018
Q4 | $636K | Sell |
2,552
-125
| -5% | -$33K | 0.03% | 333 |
|
|
2018
Q3 | $712K | Sell |
2,677
-132
| -5% | -$34.3K | 0.03% | 339 |
|
|
2018
Q2 | $689K | Sell |
2,809
-107
| -4% | -$25.7K | 0.03% | 335 |
|
|
2018
Q1 | $624K | Sell |
2,916
-210
| -7% | -$48K | 0.03% | 342 |
|
|
2017
Q4 | $689K | Sell |
3,126
-189
| -6% | -$40.1K | 0.03% | 327 |
|
|
2017
Q3 | $649K | Hold |
3,315
| – | – | 0.03% | 331 |
|
|
2017
Q2 | $615K | Sell |
3,315
-1,650
| -33% | -$289K | 0.03% | 351 |
|
|
2017
Q1 | $814K | Sell |
4,965
-2,125
| -30% | -$348K | 0.03% | 353 |
|
|
2016
Q4 | $1.14M | Sell |
7,090
-15,331
| -68% | -$2.29M | 0.05% | 342 |
|
|
2016
Q3 | $3.14M | Sell |
22,421
-5,654
| -20% | -$792K | 0.17% | 200 |
|
|
2016
Q2 | $3.96M | Sell |
28,075
-4,070
| -13% | -$543K | 0.22% | 154 |
|
|
2016
Q1 | $4.14M | Sell |
32,145
-12,725
| -28% | -$1.51M | 0.41% | 63 |
|
|
2015
Q4 | $5.28M | Sell |
44,870
-6,542
| -13% | -$765K | 0.44% | 81 |
|
|
2015
Q3 | $5.96M | Buy |
51,412
+1,532
| +3% | +$183K | 0.52% | 68 |
|
|
2015
Q2 | $6.08M | Sell |
49,880
-2,330
| -4% | -$276K | 0.49% | 75 |
|
|
2015
Q1 | $6.18M | Sell |
52,210
-22,615
| -30% | -$2.51M | 0.51% | 80 |
|
|
2014
Q4 | $7.56M | Buy |
74,825
+3,530
| +5% | +$335K | 0.62% | 59 |
|
|
2014
Q3 | $6.15M | Sell |
71,295
-13,240
| -16% | -$1.12M | 0.57% | 75 |
|
|
2014
Q2 | $6.91M | Sell |
84,535
-15,640
| -16% | -$1.23M | 0.64% | 69 |
|
|
2014
Q1 | $8.21M | Buy |
100,175
+2,785
| +3% | +$210K | 0.77% | 44 |
|
|
2013
Q4 | $7.33M | Buy |
+97,390
| New | +$7M | 0.66% | 60 |
|
Other funds holding UNH
Foundry Partners's UNH Position: Q1 2025 in Review
Foundry Partners held its UnitedHealth (UNH) position steady in Q1 2025 at 485 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #256.
Foundry Partners first reported a position in UNH in Q4 2013 and has held it in 46 quarters since. The position peaked at $8.21M in Q1 2014. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.
- Foundry Partners held 485 shares of UnitedHealth worth $254K as of Q1 2025.
- Foundry Partners left its UnitedHealth share count unchanged in Q1 2025.
- UnitedHealth made up 0.01% of Foundry Partners's portfolio in Q1 2025, its #256 holding.
- Foundry Partners first reported a position in UnitedHealth in Q4 2013 and has held it in 46 quarters since.
- Foundry Partners's UnitedHealth position peaked at $8.21M in Q1 2014.
- 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.
Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.