MCM
MAI Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70M | Buy |
224,275
+37,526
| +20% | +$11.7M | 0.48% | 45 |
|
|
2025
Q1 | $97.8M | Buy |
186,749
+15,544
| +9% | +$8.14M | 0.74% | 28 |
|
|
2024
Q4 | $86.6M | Buy |
171,205
+1,830
| +1% | +$926K | 0.64% | 35 |
|
|
2024
Q3 | $99M | Sell |
169,375
-5,172
| -3% | -$3.02M | 0.94% | 22 |
|
|
2024
Q2 | $88.9M | Buy |
174,547
+26,241
| +18% | +$13.4M | 0.87% | 25 |
|
|
2024
Q1 | $73.4M | Buy |
148,306
+20,880
| +16% | +$10.3M | 0.76% | 30 |
|
|
2023
Q4 | $67.1M | Buy |
127,426
+6,639
| +5% | +$3.5M | 0.88% | 24 |
|
|
2023
Q3 | $60.9M | Buy |
120,787
+9
| +0% | +$4.54K | 0.91% | 24 |
|
|
2023
Q2 | $58.1M | Buy |
120,778
+2,739
| +2% | +$1.32M | 0.85% | 26 |
|
|
2023
Q1 | $55.8M | Buy |
118,039
+1,888
| +2% | +$892K | 0.88% | 25 |
|
|
2022
Q4 | $61.6M | Buy |
116,151
+1,245
| +1% | +$660K | 1.03% | 21 |
|
|
2022
Q3 | $58M | Buy |
114,906
+6,716
| +6% | +$3.39M | 1.09% | 21 |
|
|
2022
Q2 | $55.6M | Buy |
108,190
+4,552
| +4% | +$2.34M | 1.06% | 20 |
|
|
2022
Q1 | $52.9M | Buy |
103,638
+2,482
| +2% | +$1.27M | 0.89% | 23 |
|
|
2021
Q4 | $50.8M | Buy |
101,156
+5,628
| +6% | +$2.83M | 0.82% | 29 |
|
|
2021
Q3 | $37.3M | Buy |
95,528
+1,125
| +1% | +$440K | 0.72% | 32 |
|
|
2021
Q2 | $37.8M | Buy |
94,403
+1,764
| +2% | +$706K | 0.75% | 31 |
|
|
2021
Q1 | $34.5M | Buy |
92,639
+1,239
| +1% | +$461K | 0.77% | 30 |
|
|
2020
Q4 | $32.1M | Sell |
91,400
-1,840
| -2% | -$645K | 0.8% | 30 |
|
|
2020
Q3 | $29.1M | Sell |
93,240
-1,303
| -1% | -$406K | 0.84% | 30 |
|
|
2020
Q2 | $27.9M | Buy |
94,543
+945
| +1% | +$279K | 0.88% | 27 |
|
|
2020
Q1 | $23.3M | Buy |
93,598
+3,065
| +3% | +$764K | 0.95% | 25 |
|
|
2019
Q4 | $26.6M | Buy |
90,533
+5,058
| +6% | +$1.49M | 0.86% | 28 |
|
|
2019
Q3 | $18.6M | Sell |
85,475
-128
| -0.1% | -$27.8K | 0.83% | 31 |
|
|
2019
Q2 | $20.9M | Buy |
85,603
+1,472
| +2% | +$359K | 0.94% | 25 |
|
|
2019
Q1 | $20.8M | Buy |
84,131
+1,691
| +2% | +$418K | 1.07% | 20 |
|
|
2018
Q4 | $20.5M | Sell |
82,440
-1,784
| -2% | -$444K | 1.2% | 16 |
|
|
2018
Q3 | $22.4M | Buy |
84,224
+298
| +0.4% | +$79.3K | 1.14% | 19 |
|
|
2018
Q2 | $20.6M | Buy |
83,926
+2,044
| +2% | +$501K | 1.11% | 18 |
|
|
2018
Q1 | $17.5M | Buy |
81,882
+262
| +0.3% | +$56.1K | 0.99% | 21 |
|
|
2017
Q4 | $18M | Sell |
81,620
-2,385
| -3% | -$526K | 1.02% | 20 |
|
|
2017
Q3 | $16.5M | Buy |
84,005
+4,102
| +5% | +$803K | 1% | 21 |
|
|
2017
Q2 | $14.8M | Sell |
79,903
-1,613
| -2% | -$299K | 0.95% | 22 |
|
|
2017
Q1 | $13.4M | Buy |
81,516
+1,246
| +2% | +$204K | 0.9% | 25 |
|
|
2016
Q4 | $12.8M | Sell |
80,270
-5,789
| -7% | -$926K | 0.93% | 23 |
|
|
2016
Q3 | $12M | Buy |
86,059
+46
| +0.1% | +$6.44K | 0.91% | 27 |
|
|
2016
Q2 | $12.1M | Sell |
86,013
-12,900
| -13% | -$1.82M | 0.94% | 30 |
|
|
2016
Q1 | $12.8M | Buy |
98,913
+8,387
| +9% | +$1.08M | 0.98% | 25 |
|
|
2015
Q4 | $10.7M | Buy |
90,526
+52,171
| +136% | +$6.14M | 0.81% | 35 |
|
|
2015
Q3 | $4.45M | Sell |
38,355
-1,493
| -4% | -$173K | 0.34% | 86 |
|
|
2015
Q2 | $4.86M | Buy |
39,848
+35
| +0.1% | +$4.27K | 0.32% | 91 |
|
|
2015
Q1 | $4.71M | Sell |
39,813
-27,720
| -41% | -$3.28M | 0.32% | 88 |
|
|
2014
Q4 | $6.83M | Buy |
67,533
+29,524
| +78% | +$2.98M | 0.48% | 70 |
|
|
2014
Q3 | $3.28M | Buy |
38,009
+1,583
| +4% | +$137K | 0.32% | 82 |
|
|
2014
Q2 | $2.98M | Sell |
36,426
-19,735
| -35% | -$1.61M | 0.29% | 87 |
|
|
2014
Q1 | $4.61M | Buy |
56,161
+4,016
| +8% | +$329K | 0.46% | 64 |
|
|
2013
Q4 | $3.93M | Buy |
52,145
+3,238
| +7% | +$244K | 0.42% | 63 |
|
|
2013
Q3 | $3.5M | Buy |
48,907
+1,115
| +2% | +$79.8K | 0.46% | 54 |
|
|
2013
Q2 | $3.13M | Buy |
+47,792
| New | +$3.13M | 0.41% | 59 |
|