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Leuthold Group’s UnitedHealth UNH Stock Holding History

Leuthold Group’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-28,134
Closed -$9.29M – 227
2025
Q4 		$9.29M Buy
+28,134
New +$9.53M 1% 27
2024
Q4 		– Sell
-16,363
Closed -$9.57M – 214
2024
Q3 		$9.57M Sell
16,363
-1,184
-7% -$670K 1.06% 24
2024
Q2 		$8.94M Sell
17,547
-7,612
-30% -$3.73M 1.03% 27
2024
Q1 		$12.4M Sell
25,159
-109
-0.4% -$55.4K 1.4% 14
2023
Q4 		$13.3M Buy
25,268
+187
+0.7% +$99.7K 1.66% 11
2023
Q3 		$12.6M Buy
25,081
+725
+3% +$357K 1.77% 9
2023
Q2 		$11.7M Sell
24,356
-888
-4% -$434K 1.52% 10
2023
Q1 		$11.9M Sell
25,244
-1,501
-6% -$724K 1.58% 9
2022
Q4 		$14.2M Sell
26,745
-625
-2% -$331K 1.91% 5
2022
Q3 		$13.8M Sell
27,370
-535
-2% -$281K 2.08% 5
2022
Q2 		$14.3M Sell
27,905
-738
-3% -$371K 2.04% 5
2022
Q1 		$14.6M Buy
28,643
+895
+3% +$432K 1.87% 8
2021
Q4 		$13.9M Sell
27,748
-671
-2% -$304K 1.63% 12
2021
Q3 		$11.1M Buy
28,419
+78
+0.3% +$32.3K 1.36% 18
2021
Q2 		$11.3M Sell
28,341
-492
-2% -$196K 1.39% 18
2021
Q1 		$10.7M Sell
28,833
-2,575
-8% -$892K 1.35% 18
2020
Q4 		$11M Sell
31,408
-1,437
-4% -$482K 1.45% 16
2020
Q3 		$10.2M Sell
32,845
-648
-2% -$199K 1.4% 18
2020
Q2 		$9.88M Sell
33,493
-823
-2% -$236K 1.47% 19
2020
Q1 		$8.56M Sell
34,316
-2,212
-6% -$609K 1.54% 14
2019
Q4 		$10.7M Sell
36,528
-1,422
-4% -$372K 1.4% 16
2019
Q3 		$8.25M Sell
37,950
-4,814
-11% -$1.16M 1.08% 25
2019
Q2 		$10.4M Sell
42,764
-4,243
-9% -$1.02M 1.35% 17
2019
Q1 		$11.6M Sell
47,007
-1,685
-3% -$430K 1.56% 9
2018
Q4 		$12.1M Sell
48,692
-1,243
-2% -$328K 1.74% 8
2018
Q3 		$13.3M Sell
49,935
-1,283
-3% -$334K 1.45% 13
2018
Q2 		$12.6M Sell
51,218
-597
-1% -$143K 1.38% 11
2018
Q1 		$11.1M Sell
51,815
-9,048
-15% -$2.07M 1.26% 12
2017
Q4 		$13.4M Buy
60,863
+7,768
+15% +$1.65M 1.34% 10
2017
Q3 		$10.4M Sell
53,095
-1,167
-2% -$225K 1.05% 14
2017
Q2 		$10.1M Sell
54,262
-1,153
-2% -$202K 1.08% 14
2017
Q1 		$9.09M Sell
55,415
-1,233
-2% -$202K 0.98% 19
2016
Q4 		$9.07M Sell
56,648
-5,245
-8% -$783K 1.01% 17
2016
Q3 		$8.66M Sell
61,893
-2,081
-3% -$291K 0.91% 26
2016
Q2 		$9.03M Buy
63,974
+7,119
+13% +$949K 0.96% 19
2016
Q1 		$7.33M Buy
56,855
+1,137
+2% +$135K 0.8% 41
2015
Q4 		$6.55M Sell
55,718
-65,296
-54% -$7.63M 0.69% 44
2015
Q3 		$14M Sell
121,014
-16,959
-12% -$2.03M 1.48% 8
2015
Q2 		$16.8M Buy
137,973
+5,761
+4% +$681K 1.57% 6
2015
Q1 		$15.6M Sell
132,212
-350
-0.3% -$38.9K 1.45% 7
2014
Q4 		$13.4M Sell
132,562
-26,234
-17% -$2.49M 1.32% 12
2014
Q3 		$13.7M Sell
158,796
-14,147
-8% -$1.2M 1.24% 11
2014
Q2 		$14.1M Buy
172,943
+128
+0.1% +$10.1K 1.2% 13
2014
Q1 		$14.2M Buy
172,815
+4,718
+3% +$355K 1.26% 11
2013
Q4 		$12.7M Buy
168,097
+35,408
+27% +$2.54M 1.13% 20
2013
Q3 		$9.5M Sell
132,689
-7,683
-5% -$550K 0.88% 22
2013
Q2 		$9.19M Buy
+140,372
New +$8.73M 0.85% 24

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Leuthold Group's UNH Position: Q1 2026 in Review

Leuthold Group sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 28,134 shares — an estimated $9.29M sold.

Leuthold Group first reported a position in UNH in Q2 2013 and held it in 47 quarters. The position peaked at $16.8M in Q2 2015. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Leuthold Group reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Leuthold Group sold 28,134 UnitedHealth shares in Q1 2026, an estimated $9.29M.
  • Leuthold Group first reported a position in UnitedHealth in Q2 2013 and held it in 47 quarters.
  • Leuthold Group's UnitedHealth position peaked at $16.8M in Q2 2015.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Leuthold Group's 13F filing for Q1 2026, filed 6 May 2026.