IFP Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.1M | Buy |
44,795
+19,343
| +76% | +$5.76M | 0.25% | 83 |
|
|
2025
Q4 | $8.4M | Buy |
25,452
+12,497
| +96% | +$4.24M | 0.19% | 112 |
|
|
2025
Q3 | $4.47M | Sell |
12,955
-7,728
| -37% | -$2.34M | 0.12% | 194 |
|
|
2025
Q2 | $6.46M | Buy |
20,683
+3,545
| +21% | +$1.35M | 0.18% | 115 |
|
|
2025
Q1 | $8.98M | Buy |
17,138
+911
| +6% | +$466K | 0.28% | 72 |
|
|
2024
Q4 | $8.21M | Buy |
16,227
+413
| +3% | +$235K | 0.27% | 73 |
|
|
2024
Q3 | $9.25M | Buy |
15,814
+2,536
| +19% | +$1.43M | 0.33% | 62 |
|
|
2024
Q2 | $6.76M | Buy |
13,278
+454
| +4% | +$223K | 0.27% | 76 |
|
|
2024
Q1 | $6.34M | Buy |
12,824
+873
| +7% | +$444K | 0.28% | 80 |
|
|
2023
Q4 | $6.29M | Sell |
11,951
-3,891
| -25% | -$2.08M | 0.3% | 74 |
|
|
2023
Q3 | $7.99M | Buy |
15,842
+676
| +4% | +$333K | 0.36% | 60 |
|
|
2023
Q2 | $7.29M | Buy |
15,166
+1,680
| +12% | +$821K | 0.3% | 68 |
|
|
2023
Q1 | $2.22M | Sell |
13,486
-6,625
| -33% | -$3.2M | 0.1% | 209 |
|
|
2022
Q4 | $3.5M | Buy |
20,111
+211
| +1% | +$112K | 0.09% | 215 |
|
|
2022
Q3 | $3.49M | Buy |
19,900
+1,655
| +9% | +$870K | 0.09% | 239 |
|
|
2022
Q2 | $3.12M | Hold |
18,245
| – | – | 0.1% | 244 |
|
|
2022
Q1 | $3.12M | Buy |
18,245
+4,737
| +35% | +$2.28M | 0.1% | 244 |
|
|
2021
Q4 | $6.86M | Buy |
13,508
+2,071
| +18% | +$937K | 0.13% | 89 |
|
|
2021
Q3 | $4.47M | Sell |
11,437
-331
| -3% | -$137K | 0.09% | 128 |
|
|
2021
Q2 | $4.71M | Buy |
11,768
+356
| +3% | +$142K | 0.1% | 116 |
|
|
2021
Q1 | $4.25M | Buy |
11,412
+487
| +4% | +$169K | 0.08% | 115 |
|
|
2020
Q4 | $3.84M | Buy |
10,925
+65
| +0.6% | +$21.8K | 0.16% | 105 |
|
|
2020
Q3 | $3.38M | Buy |
10,860
+455
| +4% | +$140K | 0.2% | 97 |
|
|
2020
Q2 | $3.01M | Sell |
10,405
-4,800
| -32% | -$1.38M | 0.24% | 84 |
|
|
2020
Q1 | $3.9M | Buy |
15,205
+1,141
| +8% | +$314K | 0.39% | 55 |
|
|
2019
Q4 | $4.16M | Buy |
14,064
+2,766
| +24% | +$724K | 0.31% | 72 |
|
|
2019
Q3 | $2.44M | Buy |
+11,298
| New | +$2.73M | 0.16% | 142 |
|
|
2019
Q1 | $999K | Sell |
4,049
-9,209
| -69% | -$2.35M | 0.14% | 162 |
|
|
2018
Q4 | $3.27M | Sell |
13,258
-3,746
| -22% | -$990K | 0.2% | 117 |
|
|
2018
Q3 | $4.52M | Buy |
17,004
+1,985
| +13% | +$516K | 0.18% | 125 |
|
|
2018
Q2 | $3.69M | Sell |
15,019
-1,962
| -12% | -$471K | 0.16% | 154 |
|
|
2018
Q1 | $3.74M | Hold |
16,981
| – | – | 0.17% | 134 |
|
|
2017
Q4 | $3.74M | Sell |
16,981
-8,422
| -33% | -$1.78M | 0.17% | 134 |
|
|
2017
Q3 | $4.97M | Sell |
25,403
-703
| -3% | -$136K | 0.2% | 112 |
|
|
2017
Q2 | $4.84M | Buy |
26,106
+463
| +2% | +$81.2K | 0.21% | 107 |
|
|
2017
Q1 | $4.21M | Buy |
25,643
+79
| +0.3% | +$12.9K | 0.18% | 118 |
|
|
2016
Q4 | $4.09M | Buy |
25,564
+5,303
| +26% | +$792K | 0.2% | 112 |
|
|
2016
Q3 | $2.84M | Buy |
20,261
+420
| +2% | +$58.8K | 0.15% | 154 |
|
|
2016
Q2 | $2.8M | Buy |
19,841
+15,792
| +390% | +$2.11M | 0.16% | 135 |
|
|
2016
Q1 | $999K | Sell |
4,049
-15,443
| -79% | -$1.83M | 0.14% | 162 |
|
|
2015
Q4 | $2.29M | Buy |
+19,492
| New | +$2.28M | 0.15% | 142 |
|
Other funds holding UNH
VCM
VPM
