Marsico Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69M | Buy |
+221,294
| New | +$69M | 1.87% | 21 |
|
|
2024
Q4 | – | Sell |
-120,076
| Closed | -$70.2M | – | 74 |
|
|
2024
Q3 | $70.2M | Buy |
+120,076
| New | +$70.2M | 1.96% | 20 |
|
|
2023
Q4 | – | Sell |
-96,397
| Closed | -$48.6M | – | 78 |
|
|
2023
Q3 | $48.6M | Sell |
96,397
-96,461
| -50% | -$48.6M | 2.08% | 20 |
|
|
2023
Q2 | $92.7M | Buy |
192,858
+44,928
| +30% | +$21.6M | 3.69% | 12 |
|
|
2023
Q1 | $69.9M | Sell |
147,930
-1,708
| -1% | -$807K | 3.27% | 12 |
|
|
2022
Q4 | $79.3M | Buy |
149,638
+12,578
| +9% | +$6.67M | 4.1% | 6 |
|
|
2022
Q3 | $69.2M | Buy |
137,060
+21,628
| +19% | +$10.9M | 3.72% | 8 |
|
|
2022
Q2 | $59.3M | Buy |
115,432
+8,968
| +8% | +$4.61M | 2.9% | 15 |
|
|
2022
Q1 | $54.3M | Buy |
+106,464
| New | +$54.3M | 1.89% | 21 |
|
|
2020
Q1 | – | Sell |
-153,461
| Closed | -$45.1M | – | 102 |
|
|
2019
Q4 | $45.1M | Buy |
153,461
+1,199
| +0.8% | +$352K | 1.61% | 20 |
|
|
2019
Q3 | $33.1M | Sell |
152,262
-64,518
| -30% | -$14M | 1.29% | 22 |
|
|
2019
Q2 | $52.9M | Sell |
216,780
-383
| -0.2% | -$93.5K | 1.89% | 19 |
|
|
2019
Q1 | $53.7M | Sell |
217,163
-354,032
| -62% | -$87.5M | 1.94% | 17 |
|
|
2018
Q4 | $142M | Sell |
571,195
-93,838
| -14% | -$23.4M | 6% | 7 |
|
|
2018
Q3 | $177M | Sell |
665,033
-23,704
| -3% | -$6.31M | 5.98% | 8 |
|
|
2018
Q2 | $169M | Buy |
688,737
+330,537
| +92% | +$81.1M | 6.06% | 5 |
|
|
2018
Q1 | $76.7M | Sell |
358,200
-346,290
| -49% | -$74.1M | 2.88% | 12 |
|
|
2017
Q4 | $155M | Sell |
704,490
-25,364
| -3% | -$5.59M | 6.2% | 4 |
|
|
2017
Q3 | $143M | Sell |
729,854
-16,141
| -2% | -$3.16M | 5.73% | 3 |
|
|
2017
Q2 | $138M | Sell |
745,995
-726
| -0.1% | -$135K | 5.79% | 4 |
|
|
2017
Q1 | $122M | Sell |
746,721
-147,797
| -17% | -$24.2M | 5.3% | 5 |
|
|
2016
Q4 | $143M | Sell |
894,518
-27,639
| -3% | -$4.42M | 6.34% | 3 |
|
|
2016
Q3 | $129M | Sell |
922,157
-99,314
| -10% | -$13.9M | 4.82% | 6 |
|
|
2016
Q2 | $144M | Sell |
1,021,471
-112,320
| -10% | -$15.9M | 5.01% | 6 |
|
|
2016
Q1 | $146M | Sell |
1,133,791
-575,217
| -34% | -$74.1M | 4.33% | 9 |
|
|
2015
Q4 | $201M | Sell |
1,709,008
-1,231,221
| -42% | -$145M | 3.55% | 12 |
|
|
2015
Q3 | $341M | Sell |
2,940,229
-22,607
| -0.8% | -$2.62M | 3.55% | 9 |
|
|
2015
Q2 | $361M | Sell |
2,962,836
-33,997
| -1% | -$4.15M | 3.19% | 7 |
|
|
2015
Q1 | $354M | Buy |
2,996,833
+459,994
| +18% | +$54.4M | 2.99% | 10 |
|
|
2014
Q4 | $256M | Buy |
+2,536,839
| New | +$256M | 2.06% | 21 |
|
|
2014
Q2 | – | Sell |
-1,462,472
| Closed | -$120M | – | 102 |
|
|
2014
Q1 | $120M | Sell |
1,462,472
-235
| -0% | -$19.3K | 0.87% | 31 |
|
|
2013
Q4 | $110M | Sell |
1,462,707
-1,029,005
| -41% | -$77.5M | 0.78% | 36 |
|
|
2013
Q3 | $178M | Buy |
+2,491,712
| New | +$178M | 1.32% | 28 |
|