Kayne Anderson Rudnick Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.49M | Sell |
17,613
-25,678
| -59% | -$8.01M | 0.01% | 256 |
|
2025
Q1 | $22.7M | Sell |
43,291
-884
| -2% | -$463K | 0.06% | 188 |
|
2024
Q4 | $22.3M | Sell |
44,175
-2,515
| -5% | -$1.27M | 0.05% | 194 |
|
2024
Q3 | $27.3M | Sell |
46,690
-8,567
| -16% | -$5.01M | 0.06% | 176 |
|
2024
Q2 | $28.1M | Sell |
55,257
-15,876
| -22% | -$8.09M | 0.07% | 176 |
|
2024
Q1 | $35.2M | Sell |
71,133
-751
| -1% | -$372K | 0.08% | 163 |
|
2023
Q4 | $37.8M | Buy |
71,884
+5,304
| +8% | +$2.79M | 0.09% | 154 |
|
2023
Q3 | $33.6M | Buy |
66,580
+1,144
| +2% | +$577K | 0.1% | 151 |
|
2023
Q2 | $31.5M | Buy |
65,436
+5,691
| +10% | +$2.74M | 0.09% | 156 |
|
2023
Q1 | $28.2M | Buy |
59,745
+3,785
| +7% | +$1.79M | 0.08% | 158 |
|
2022
Q4 | $29.7M | Buy |
55,960
+5,333
| +11% | +$2.83M | 0.09% | 158 |
|
2022
Q3 | $25.6M | Buy |
50,627
+14,313
| +39% | +$7.23M | 0.08% | 162 |
|
2022
Q2 | $18.7M | Sell |
36,314
-3,173
| -8% | -$1.63M | 0.06% | 186 |
|
2022
Q1 | $20.1M | Buy |
39,487
+713
| +2% | +$364K | 0.05% | 193 |
|
2021
Q4 | $19.5M | Buy |
38,774
+974
| +3% | +$489K | 0.04% | 199 |
|
2021
Q3 | $14.8M | Buy |
37,800
+1,056
| +3% | +$413K | 0.04% | 208 |
|
2021
Q2 | $14.7M | Buy |
36,744
+1,319
| +4% | +$528K | 0.04% | 217 |
|
2021
Q1 | $13.2M | Buy |
35,425
+1,109
| +3% | +$413K | 0.04% | 216 |
|
2020
Q4 | $12M | Buy |
34,316
+1,621
| +5% | +$569K | 0.03% | 219 |
|
2020
Q3 | $10.2M | Sell |
32,695
-1,122
| -3% | -$350K | 0.04% | 215 |
|
2020
Q2 | $9.98M | Buy |
33,817
+632
| +2% | +$186K | 0.04% | 195 |
|
2020
Q1 | $8.28M | Sell |
33,185
-2,106
| -6% | -$525K | 0.05% | 189 |
|
2019
Q4 | $10.4M | Sell |
35,291
-1,393
| -4% | -$410K | 0.05% | 180 |
|
2019
Q3 | $7.97M | Buy |
36,684
+3,946
| +12% | +$858K | 0.04% | 190 |
|
2019
Q2 | $7.99M | Buy |
32,738
+2,753
| +9% | +$672K | 0.04% | 185 |
|
2019
Q1 | $7.42M | Buy |
29,985
+899
| +3% | +$222K | 0.04% | 181 |
|
2018
Q4 | $7.25M | Sell |
29,086
-437
| -1% | -$109K | 0.05% | 180 |
|
2018
Q3 | $7.86M | Sell |
29,523
-761
| -3% | -$202K | 0.05% | 181 |
|
2018
Q2 | $7.43M | Buy |
30,284
+573
| +2% | +$141K | 0.05% | 183 |
|
2018
Q1 | $6.36M | Sell |
29,711
-3,365
| -10% | -$720K | 0.05% | 186 |
|
2017
Q4 | $7.29M | Buy |
33,076
+1,150
| +4% | +$254K | 0.06% | 185 |
|
2017
Q3 | $6.25M | Buy |
31,926
+2,534
| +9% | +$496K | 0.06% | 189 |
|
2017
Q2 | $5.45M | Buy |
29,392
+1,299
| +5% | +$241K | 0.05% | 192 |
|
2017
Q1 | $4.61M | Buy |
28,093
+77
| +0.3% | +$12.6K | 0.05% | 202 |
|
2016
Q4 | $4.48M | Buy |
28,016
+1,904
| +7% | +$305K | 0.05% | 201 |
|
2016
Q3 | $3.66M | Buy |
26,112
+2,286
| +10% | +$320K | 0.05% | 202 |
|
2016
Q2 | $3.36M | Buy |
23,826
+1,642
| +7% | +$232K | 0.05% | 198 |
|
2016
Q1 | $2.86M | Buy |
22,184
+5,463
| +33% | +$704K | 0.05% | 193 |
|
2015
Q4 | $1.97M | Buy |
16,721
+10,374
| +163% | +$1.22M | 0.03% | 226 |
|
2015
Q3 | $736K | Buy |
+6,347
| New | +$736K | 0.01% | 279 |
|