Guggenheim Capital’s UnitedHealth UNH Stock Holding History

Guggenheim Capital’s Portfolio UNH Stock Details UNH Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$25.4M	Sell	81,278 -8,552	-10%	-$2.67M	0.2%	99
2025 Q1	$47M	Sell	89,830 -6,562	-7%	-$3.44M	0.43%	46
2024 Q4	$48.8M	Sell	96,392 -2,609	-3%	-$1.32M	0.4%	42
2024 Q3	$57.9M	Sell	99,001 -1,811	-2%	-$1.06M	0.41%	39
2024 Q2	$51.3M	Buy	100,812 +4,992	+5%	+$2.54M	0.36%	45
2024 Q1	$47.4M	Buy	95,820 +12,890	+16%	+$6.38M	0.33%	51
2023 Q4	$43.7M	Buy	82,930 +3,331	+4%	+$1.75M	0.33%	51
2023 Q3	$40.1M	Buy	79,599 +6,135	+8%	+$3.09M	0.35%	53
2023 Q2	$35.3M	Buy	73,464 +1,484	+2%	+$713K	0.28%	64
2023 Q1	$34M	Sell	71,980 -2,239	-3%	-$1.06M	0.29%	60
2022 Q4	$39.3M	Buy	74,219 +1,326	+2%	+$703K	0.35%	52
2022 Q3	$36.8M	Sell	72,893 -13,652	-16%	-$6.89M	0.34%	55
2022 Q2	$44.5M	Sell	86,545 -24,668	-22%	-$12.7M	0.35%	42
2022 Q1	$56.7M	Sell	111,213 -29,875	-21%	-$15.2M	0.34%	41
2021 Q4	$70.8M	Sell	141,088 -7,248	-5%	-$3.64M	0.37%	38
2021 Q3	$58M	Sell	148,336 -19,951	-12%	-$7.8M	0.35%	43
2021 Q2	$67.4M	Sell	168,287 -1,407	-0.8%	-$563K	0.4%	27
2021 Q1	$63.1M	Sell	169,694 -7,200	-4%	-$2.68M	0.41%	26
2020 Q4	$62M	Buy	176,894 +12,460	+8%	+$4.37M	0.39%	28
2020 Q3	$51.3M	Sell	164,434 -4,374	-3%	-$1.36M	0.37%	33
2020 Q2	$49.8M	Buy	168,808 +24,796	+17%	+$7.31M	0.39%	31
2020 Q1	$35.9M	Sell	144,012 -30,478	-17%	-$7.6M	0.36%	41
2019 Q4	$51.3M	Buy	174,490 +8,871	+5%	+$2.61M	0.39%	39
2019 Q3	$36M	Sell	165,619 -1,133	-0.7%	-$246K	0.29%	54
2019 Q2	$40.7M	Sell	166,752 -6,884	-4%	-$1.68M	0.33%	46
2019 Q1	$42.9M	Sell	173,636 -21,931	-11%	-$5.42M	0.35%	41
2018 Q4	$48.7M	Buy	195,567 +3,997	+2%	+$996K	0.41%	24
2018 Q3	$51M	Buy	191,570 +1,266	+0.7%	+$337K	0.33%	33
2018 Q2	$46.7M	Sell	190,304 -357,565	-65%	-$87.7M	0.31%	32
2018 Q1	$117M	Sell	547,869 -21,873	-4%	-$4.68M	0.29%	28
2017 Q4	$126M	Sell	569,742 -62,062	-10%	-$13.7M	0.3%	21
2017 Q3	$124M	Sell	631,804 -16,059	-2%	-$3.15M	0.29%	20
2017 Q2	$120M	Buy	647,863 +426	+0.1%	+$79K	0.32%	18
2017 Q1	$106M	Sell	647,437 -26,412	-4%	-$4.33M	0.29%	25
2016 Q4	$108M	Buy	673,849 +209,420	+45%	+$33.5M	0.31%	23
2016 Q3	$65M	Sell	464,429 -107,244	-19%	-$15M	0.2%	72
2016 Q2	$80.7M	Buy	571,673 +11,179	+2%	+$1.58M	0.25%	44
2016 Q1	$72.2M	Sell	560,494 -75,093	-12%	-$9.68M	0.23%	54
2015 Q4	$74.8M	Sell	635,587 -128,005	-17%	-$15.1M	0.22%	65
2015 Q3	$88.6M	Sell	763,592 -38,460	-5%	-$4.46M	0.27%	28
2015 Q2	$97.9M	Buy	802,052 +40,650	+5%	+$4.96M	0.24%	34
2015 Q1	$90.1M	Sell	761,402 -353,576	-32%	-$41.8M	0.21%	56
2014 Q4	$113M	Buy	1,114,978 +28,510	+3%	+$2.88M	0.28%	25
2014 Q3	$93.7M	Buy	1,086,468 +18,357	+2%	+$1.58M	0.22%	42
2014 Q2	$87.3M	Buy	1,068,111 +324,312	+44%	+$26.5M	0.22%	51
2014 Q1	$61M	Buy	743,799 +1,111	+0.1%	+$91.1K	0.17%	98
2013 Q4	$55.9M	Buy	742,688 +128,677	+21%	+$9.69M	0.17%	104
2013 Q3	$44M	Buy	614,011 +45,756	+8%	+$3.28M	0.16%	106
2013 Q2	$37.2M	Buy	+568,255	New	+$37.2M	0.16%	105