MAM
Magellan Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257M | Buy |
822,867
+264,955
| +47% | +$82.7M | 2.93% | 13 |
|
|
2025
Q1 | $292M | Sell |
557,912
-77,638
| -12% | -$40.7M | 3.55% | 8 |
|
|
2024
Q4 | $321M | Buy |
635,550
+14,713
| +2% | +$7.44M | 3.53% | 6 |
|
|
2024
Q3 | $363M | Sell |
620,837
-270,440
| -30% | -$158M | 3.61% | 7 |
|
|
2024
Q2 | $454M | Buy |
891,277
+8,547
| +1% | +$4.35M | 4.32% | 4 |
|
|
2024
Q1 | $437M | Buy |
882,730
+184,024
| +26% | +$91M | 4.17% | 4 |
|
|
2023
Q4 | $368M | Sell |
698,706
-85,414
| -11% | -$45M | 3.66% | 8 |
|
|
2023
Q3 | $395M | Buy |
784,120
+73,921
| +10% | +$37.3M | 4.2% | 7 |
|
|
2023
Q2 | $341M | Sell |
710,199
-79,310
| -10% | -$38.1M | 3.04% | 13 |
|
|
2023
Q1 | $373M | Buy |
789,509
+379,731
| +93% | +$179M | 3.19% | 16 |
|
|
2022
Q4 | $217M | Buy |
+409,778
| New | +$217M | 1.86% | 25 |
|