Good Life Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
4,883
+3,900
| +397% | +$1.49M | 0.1% | 165 |
|
|
2025
Q1 | $515K | Buy |
983
+55
| +6% | +$28.1K | 0.04% | 294 |
|
|
2024
Q4 | $470K | Sell |
928
-617
| -40% | -$351K | 0.03% | 302 |
|
|
2024
Q3 | $903K | Buy |
1,545
+519
| +51% | +$294K | 0.06% | 235 |
|
|
2024
Q2 | $523K | Sell |
1,026
-284
| -22% | -$139K | 0.04% | 253 |
|
|
2024
Q1 | $648K | Sell |
1,310
-326
| -20% | -$166K | 0.06% | 207 |
|
|
2023
Q4 | $862K | Sell |
1,636
-22
| -1% | -$11.7K | 0.09% | 171 |
|
|
2023
Q3 | $836K | Buy |
1,658
+213
| +15% | +$105K | 0.1% | 165 |
|
|
2023
Q2 | $694K | Buy |
1,445
+204
| +16% | +$99.8K | 0.08% | 179 |
|
|
2023
Q1 | $587K | Buy |
1,241
+30
| +2% | +$14.5K | 0.08% | 187 |
|
|
2022
Q4 | $642K | Buy |
1,211
+120
| +11% | +$63.6K | 0.09% | 175 |
|
|
2022
Q3 | $551K | Sell |
1,091
-44
| -4% | -$23.1K | 0.08% | 177 |
|
|
2022
Q2 | $583K | Buy |
1,135
+84
| +8% | +$42.2K | 0.08% | 177 |
|
|
2022
Q1 | $536K | Buy |
1,051
+92
| +10% | +$44.4K | 0.07% | 193 |
|
|
2021
Q4 | $482K | Buy |
959
+29
| +3% | +$13.1K | 0.06% | 212 |
|
|
2021
Q3 | $363K | Buy |
+930
| New | +$385K | 0.05% | 246 |
|
|
2021
Q2 | – | Sell |
-1,142
| Closed | -$424K | – | 341 |
|
|
2021
Q1 | $424K | Buy |
1,142
+161
| +16% | +$55.8K | 0.09% | 177 |
|
|
2020
Q4 | $346K | Sell |
981
-39
| -4% | -$13.1K | 0.08% | 173 |
|
|
2020
Q3 | $317K | Sell |
1,020
-67
| -6% | -$20.6K | 0.09% | 169 |
|
|
2020
Q2 | $318K | Sell |
1,087
-110
| -9% | -$31.5K | 0.1% | 157 |
|
|
2020
Q1 | $288K | Sell |
1,197
-225
| -16% | -$61.9K | 0.1% | 160 |
|
|
2019
Q4 | $417K | Sell |
1,422
-57
| -4% | -$14.9K | 0.12% | 142 |
|
|
2019
Q3 | $322K | Sell |
1,479
-6
| -0.4% | -$1.45K | 0.1% | 168 |
|
|
2019
Q2 | $359K | Buy |
1,485
+237
| +19% | +$57K | 0.1% | 144 |
|
|
2019
Q1 | $303K | Buy |
1,248
+204
| +20% | +$52K | 0.09% | 166 |
|
|
2018
Q4 | $260K | Sell |
1,044
-123
| -11% | -$32.5K | 0.08% | 179 |
|
|
2018
Q3 | $310K | Buy |
1,167
+91
| +8% | +$23.7K | 0.09% | 168 |
|
|
2018
Q2 | $261K | Sell |
1,076
-124
| -10% | -$29.8K | 0.08% | 182 |
|
|
2018
Q1 | $261K | Sell |
1,200
-31
| -3% | -$7.08K | 0.09% | 172 |
|
|
2017
Q4 | $273K | Buy |
+1,231
| New | +$261K | 0.08% | 175 |
|
Other funds holding UNH
Good Life Advisors's UNH Position: Q2 2025 in Review
Good Life Advisors increased its UnitedHealth (UNH) stake by 397% in Q2 2025, buying an estimated $1.49M and bringing the position to 4,883 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #165.
Good Life Advisors first reported a position in UNH in Q4 2017 and has held it in 30 quarters since. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.
- Good Life Advisors held 4,883 shares of UnitedHealth worth $1.52M as of Q2 2025.
- Good Life Advisors bought 3,900 UnitedHealth shares in Q2 2025, an estimated $1.49M.
- UnitedHealth made up 0.1% of Good Life Advisors's portfolio in Q2 2025, its #165 holding.
- Good Life Advisors first reported a position in UnitedHealth in Q4 2017 and has held it in 30 quarters since.
- 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.
Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.