Lord, Abbett & Co’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 | $81.8M | Buy |
302,119
+23,483
| +8% | +$6.99M | 0.27% | 101 |
|
|
2025
Q4 | $92M | Buy |
278,636
+36,885
| +15% | +$12.5M | 0.28% | 96 |
|
|
2025
Q3 | $83.5M | Buy |
241,751
+189
| +0.1% | +$57.2K | 0.25% | 110 |
|
|
2025
Q2 | $75.4M | Sell |
241,562
-310,382
| -56% | -$119M | 0.24% | 111 |
|
|
2025
Q1 | $289M | Sell |
551,944
-3,865
| -0.7% | -$1.98M | 1.03% | 14 |
|
|
2024
Q4 | $281M | Sell |
555,809
-227,334
| -29% | -$129M | 0.89% | 17 |
|
|
2024
Q3 | $458M | Buy |
783,143
+176,543
| +29% | +$99.9M | 1.46% | 3 |
|
|
2024
Q2 | $309M | Sell |
606,600
-5,154
| -0.8% | -$2.53M | 1.01% | 11 |
|
|
2024
Q1 | $303M | Sell |
611,754
-50,488
| -8% | -$25.7M | 0.98% | 11 |
|
|
2023
Q4 | $349M | Sell |
662,242
-45,032
| -6% | -$24M | 1.22% | 5 |
|
|
2023
Q3 | $357M | Buy |
707,274
+91,585
| +15% | +$45.1M | 1.33% | 4 |
|
|
2023
Q2 | $296M | Sell |
615,689
-108,941
| -15% | -$53.3M | 1.02% | 6 |
|
|
2023
Q1 | $342M | Sell |
724,630
-117,807
| -14% | -$56.9M | 1.23% | 6 |
|
|
2022
Q4 | $447M | Sell |
842,437
-308,833
| -27% | -$164M | 1.6% | 3 |
|
|
2022
Q3 | $581M | Buy |
1,151,270
+14,985
| +1% | +$7.88M | 2.12% | 3 |
|
|
2022
Q2 | $584M | Sell |
1,136,285
-66,627
| -6% | -$33.5M | 2.06% | 3 |
|
|
2022
Q1 | $613M | Buy |
1,202,912
+7,224
| +0.6% | +$3.48M | 1.64% | 4 |
|
|
2021
Q4 | $600M | Buy |
1,195,688
+351,157
| +42% | +$159M | 1.37% | 4 |
|
|
2021
Q3 | $330M | Buy |
844,531
+96,317
| +13% | +$39.9M | 0.79% | 7 |
|
|
2021
Q2 | $300M | Buy |
748,214
+201,017
| +37% | +$80.2M | 0.72% | 14 |
|
|
2021
Q1 | $204M | Sell |
547,197
-9,940
| -2% | -$3.44M | 0.52% | 34 |
|
|
2020
Q4 | $195M | Buy |
557,137
+166,205
| +43% | +$55.7M | 0.52% | 35 |
|
|
2020
Q3 | $122M | Buy |
390,932
+17,388
| +5% | +$5.34M | 0.39% | 66 |
|
|
2020
Q2 | $110M | Buy |
373,544
+235,715
| +171% | +$67.5M | 0.39% | 62 |
|
|
2020
Q1 | $34.4M | Buy |
+137,829
| New | +$37.9M | 0.15% | 210 |
|
|
2019
Q1 | – | Sell |
-371,588
| Closed | -$92.6M | – | 791 |
|
|
2018
Q4 | $92.6M | Sell |
371,588
-186,204
| -33% | -$49.2M | 0.34% | 60 |
|
|
2018
Q3 | $148M | Sell |
557,792
-73,696
| -12% | -$19.2M | 0.41% | 32 |
|
|
2018
Q2 | $155M | Buy |
631,488
+83,557
| +15% | +$20.1M | 0.45% | 26 |
|
|
2018
Q1 | $117M | Sell |
547,931
-35,208
| -6% | -$8.04M | 0.35% | 54 |
|
|
2017
Q4 | $129M | Sell |
583,139
-211,779
| -27% | -$44.9M | 0.37% | 50 |
|
|
2017
Q3 | $156M | Sell |
794,918
-66,125
| -8% | -$12.8M | 0.45% | 29 |
|
|
2017
Q2 | $160M | Sell |
861,043
-13,553
| -2% | -$2.38M | 0.47% | 24 |
|
|
2017
Q1 | $143M | Sell |
874,596
-425,621
| -33% | -$69.7M | 0.43% | 38 |
|
|
2016
Q4 | $208M | Buy |
1,300,217
+353,603
| +37% | +$52.8M | 0.63% | 17 |
|
|
2016
Q3 | $133M | Sell |
946,614
-158,355
| -14% | -$22.2M | 0.4% | 37 |
|
|
2016
Q2 | $156M | Sell |
1,104,969
-249,893
| -18% | -$33.3M | 0.49% | 27 |
|
|
2016
Q1 | $175M | Buy |
1,354,862
+235,567
| +21% | +$27.9M | 0.55% | 19 |
|
|
2015
Q4 | $132M | Buy |
1,119,295
+191,822
| +21% | +$22.4M | 0.4% | 43 |
|
|
2015
Q3 | $108M | Sell |
927,473
-598,534
| -39% | -$71.6M | 0.32% | 64 |
|
|
2015
Q2 | $186M | Buy |
1,526,007
+193,800
| +15% | +$22.9M | 0.49% | 25 |
|
|
2015
Q1 | $158M | Buy |
1,332,207
+1,262,846
| +1,821% | +$140M | 0.4% | 46 |
|
|
2014
Q4 | $7.01M | Sell |
69,361
-91,783
| -57% | -$8.7M | 0.02% | 673 |
|
|
2014
Q3 | $13.9M | Sell |
161,144
-666,494
| -81% | -$56.3M | 0.03% | 552 |
|
|
2014
Q2 | $67.7M | Sell |
827,638
-1,131,985
| -58% | -$89.1M | 0.15% | 182 |
|
|
2014
Q1 | $161M | Buy |
1,959,623
+1,634,932
| +504% | +$123M | 0.37% | 66 |
|
|
2013
Q4 | $24.4M | Sell |
324,691
-118,832
| -27% | -$8.54M | 0.05% | 477 |
|
|
2013
Q3 | $29.9M | Sell |
443,523
-1,431,788
| -76% | -$102M | 0.07% | 414 |
|
|
2013
Q2 | $123M | Buy |
+1,875,311
| New | +$117M | 0.28% | 83 |
|
Other funds holding UNH
VCM
VPM
