Lederer & Associates Investment Counsel’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 | – | Sell |
-1,857
| Closed | -$973K | – | 88 |
|
|
2025
Q1 | $973K | Buy |
1,857
+8
| +0.4% | +$4.09K | 0.71% | 49 |
|
|
2024
Q4 | $935K | Sell |
1,849
-316
| -15% | -$180K | 0.65% | 53 |
|
|
2024
Q3 | $1.27M | Hold |
2,165
| – | – | 0.89% | 39 |
|
|
2024
Q2 | $1.1M | Sell |
2,165
-148
| -6% | -$72.5K | 0.8% | 42 |
|
|
2024
Q1 | $1.14M | Buy |
2,313
+112
| +5% | +$56.9K | 0.79% | 46 |
|
|
2023
Q4 | $1.16M | Sell |
2,201
-125
| -5% | -$66.7K | 0.86% | 42 |
|
|
2023
Q3 | $1.17M | Hold |
2,326
| – | – | 0.93% | 39 |
|
|
2023
Q2 | $1.12M | Buy |
2,326
+223
| +11% | +$109K | 0.84% | 44 |
|
|
2023
Q1 | $994K | Buy |
2,103
+40
| +2% | +$19.3K | 0.77% | 50 |
|
|
2022
Q4 | $1.09M | Sell |
2,063
-184
| -8% | -$97.5K | 0.89% | 43 |
|
|
2022
Q3 | $1.14M | Sell |
2,247
-174
| -7% | -$91.5K | 0.96% | 38 |
|
|
2022
Q2 | $1.24M | Buy |
2,421
+14
| +0.6% | +$7.03K | 0.96% | 39 |
|
|
2022
Q1 | $1.23M | Sell |
2,407
-29
| -1% | -$14K | 0.75% | 53 |
|
|
2021
Q4 | $1.22M | Buy |
2,436
+265
| +12% | +$120K | 0.71% | 52 |
|
|
2021
Q3 | $848K | Buy |
2,171
+737
| +51% | +$305K | 0.55% | 58 |
|
|
2021
Q2 | $574K | Buy |
1,434
+479
| +50% | +$191K | 0.38% | 64 |
|
|
2021
Q1 | $355K | Sell |
955
-261
| -21% | -$90.4K | 0.25% | 72 |
|
|
2020
Q4 | $426K | Sell |
1,216
-130
| -10% | -$43.6K | 0.33% | 64 |
|
|
2020
Q3 | $420K | Sell |
1,346
-96
| -7% | -$29.5K | 0.35% | 61 |
|
|
2020
Q2 | $425K | Hold |
1,442
| – | – | 0.4% | 61 |
|
|
2020
Q1 | $360K | Sell |
1,442
-249
| -15% | -$68.5K | 0.41% | 61 |
|
|
2019
Q4 | $497K | Sell |
1,691
-25
| -1% | -$6.54K | 0.43% | 60 |
|
|
2019
Q3 | $373K | Buy |
1,716
+225
| +15% | +$54.3K | 0.36% | 70 |
|
|
2019
Q2 | $364K | Buy |
1,491
+250
| +20% | +$60.1K | 0.33% | 66 |
|
|
2019
Q1 | $307K | Buy |
+1,241
| New | +$316K | 0.29% | 76 |
|
|
2018
Q4 | – | Sell |
-906
| Closed | -$241K | – | 92 |
|
|
2018
Q3 | $241K | Buy |
906
+75
| +9% | +$19.5K | 0.2% | 89 |
|
|
2018
Q2 | $204K | Sell |
831
-515
| -38% | -$124K | 0.18% | 92 |
|
|
2018
Q1 | $288K | Sell |
1,346
-361
| -21% | -$82.5K | 0.26% | 78 |
|
|
2017
Q4 | $376K | Sell |
1,707
-90
| -5% | -$19.1K | 0.34% | 69 |
|
|
2017
Q3 | $352K | Sell |
1,797
-5
| -0.3% | -$966 | 0.34% | 66 |
|
|
2017
Q2 | $334K | Sell |
1,802
-10
| -0.6% | -$1.75K | 0.32% | 68 |
|
|
2017
Q1 | $297K | Sell |
1,812
-85
| -4% | -$13.9K | 0.28% | 73 |
|
|
2016
Q4 | $304K | Buy |
+1,897
| New | +$283K | 0.3% | 71 |
|
|
2015
Q2 | – | Sell |
-2,734
| Closed | -$323K | – | 76 |
|
|
2015
Q1 | $323K | Sell |
2,734
-11
| -0.4% | -$1.22K | 0.32% | 61 |
|
|
2014
Q4 | $277K | Buy |
+2,745
| New | +$260K | 0.27% | 63 |
|
Other funds holding UNH
Lederer & Associates Investment Counsel's UNH Position: Q2 2025 in Review
Lederer & Associates Investment Counsel sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,857 shares — an estimated $973K sold.
Lederer & Associates Investment Counsel first reported a position in UNH in Q4 2014 and held it in 35 quarters. The position peaked at $1.27M in Q3 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.
- Lederer & Associates Investment Counsel reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
- Lederer & Associates Investment Counsel sold 1,857 UnitedHealth shares in Q2 2025, an estimated $973K.
- Lederer & Associates Investment Counsel first reported a position in UnitedHealth in Q4 2014 and held it in 35 quarters.
- Lederer & Associates Investment Counsel's UnitedHealth position peaked at $1.27M in Q3 2024.
- 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.
Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2025, filed 14 Jul 2025.