Massachusetts Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-12,246
| Closed | -$3.82M | – | 927 |
|
|
2025
Q2 | $3.82M | Buy |
12,246
+3,398
| +38% | +$1.3M | ﹤0.01% | 725 |
|
|
2025
Q1 | $4.63M | Sell |
8,848
-5,107
| -37% | -$2.61M | ﹤0.01% | 699 |
|
|
2024
Q4 | $7.06M | Sell |
13,955
-1,474
| -10% | -$838K | ﹤0.01% | 670 |
|
|
2024
Q3 | $9.02M | Sell |
15,429
-3,414
| -18% | -$1.93M | ﹤0.01% | 645 |
|
|
2024
Q2 | $9.6M | Sell |
18,843
-11,196
| -37% | -$5.49M | ﹤0.01% | 639 |
|
|
2024
Q1 | $14.9M | Sell |
30,039
-260,667
| -90% | -$133M | ﹤0.01% | 601 |
|
|
2023
Q4 | $153M | Sell |
290,706
-7,853
| -3% | -$4.19M | 0.05% | 308 |
|
|
2023
Q3 | $151M | Sell |
298,559
-466,037
| -61% | -$229M | 0.05% | 285 |
|
|
2023
Q2 | $367M | Sell |
764,596
-707,472
| -48% | -$346M | 0.12% | 168 |
|
|
2023
Q1 | $696M | Sell |
1,472,068
-591,784
| -29% | -$286M | 0.24% | 116 |
|
|
2022
Q4 | $1.09B | Buy |
2,063,852
+415,729
| +25% | +$220M | 0.38% | 78 |
|
|
2022
Q3 | $832M | Buy |
1,648,123
+1,123,340
| +214% | +$591M | 0.31% | 90 |
|
|
2022
Q2 | $270M | Buy |
524,783
+513,092
| +4,389% | +$258M | 0.09% | 196 |
|
|
2022
Q1 | $5.96M | Sell |
11,691
-956
| -8% | -$461K | ﹤0.01% | 668 |
|
|
2021
Q4 | $6.35M | Sell |
12,647
-2,746
| -18% | -$1.24M | ﹤0.01% | 690 |
|
|
2021
Q3 | $6.01M | Sell |
15,393
-257,483
| -94% | -$107M | ﹤0.01% | 700 |
|
|
2021
Q2 | $109M | Sell |
272,876
-16,435
| -6% | -$6.55M | 0.03% | 384 |
|
|
2021
Q1 | $108M | Sell |
289,311
-356,928
| -55% | -$124M | 0.03% | 373 |
|
|
2020
Q4 | $227M | Buy |
646,239
+102,667
| +19% | +$34.4M | 0.07% | 232 |
|
|
2020
Q3 | $169M | Sell |
543,572
-212,114
| -28% | -$65.2M | 0.06% | 243 |
|
|
2020
Q2 | $223M | Buy |
755,686
+704,889
| +1,388% | +$202M | 0.09% | 200 |
|
|
2020
Q1 | $12.7M | Buy |
50,797
+1,766
| +4% | +$486K | 0.01% | 568 |
|
|
2019
Q4 | $14.4M | Sell |
49,031
-34,936
| -42% | -$9.14M | 0.01% | 565 |
|
|
2019
Q3 | $18.2M | Sell |
83,967
-27,870
| -25% | -$6.72M | 0.01% | 542 |
|
|
2019
Q2 | $27.3M | Sell |
111,837
-65,087
| -37% | -$15.7M | 0.01% | 492 |
|
|
2019
Q1 | $43.7M | Buy |
176,924
+10,541
| +6% | +$2.69M | 0.02% | 408 |
|
|
2018
Q4 | $41.4M | Sell |
166,383
-3,490
| -2% | -$922K | 0.02% | 393 |
|
|
2018
Q3 | $45.2M | Buy |
169,873
+22,327
| +15% | +$5.81M | 0.02% | 415 |
|
|
2018
Q2 | $36.2M | Buy |
147,546
+7,679
| +5% | +$1.84M | 0.02% | 434 |
|
|
2018
Q1 | $29.9M | Sell |
139,867
-674,301
| -83% | -$154M | 0.01% | 450 |
|
|
2017
Q4 | $179M | Sell |
814,168
-1,073,723
| -57% | -$228M | 0.08% | 206 |
|
|
2017
Q3 | $370M | Sell |
1,887,891
-1,237,026
| -40% | -$239M | 0.16% | 148 |
|
|
2017
Q2 | $579M | Buy |
3,124,917
+663,510
| +27% | +$116M | 0.26% | 104 |
|
|
2017
Q1 | $404M | Buy |
2,461,407
+1,292,785
| +111% | +$212M | 0.19% | 130 |
|
|
2016
Q4 | $187M | Buy |
1,168,622
+337,796
| +41% | +$50.5M | 0.09% | 190 |
|
|
2016
Q3 | $116M | Buy |
830,826
+35,060
| +4% | +$4.91M | 0.06% | 236 |
|
|
2016
Q2 | $112M | Sell |
795,766
-737
| -0.1% | -$98.3K | 0.06% | 236 |
|
|
2016
Q1 | $103M | Sell |
796,503
-73,452
| -8% | -$8.69M | 0.05% | 240 |
|
|
2015
Q4 | $102M | Sell |
869,955
-1,103
| -0.1% | -$129K | 0.05% | 242 |
|
|
2015
Q3 | $101M | Buy |
871,058
+70,957
| +9% | +$8.49M | 0.06% | 238 |
|
|
2015
Q2 | $97.6M | Sell |
800,101
-56,634
| -7% | -$6.7M | 0.05% | 260 |
|
|
2015
Q1 | $101M | Buy |
856,735
+224
| +0% | +$24.9K | 0.05% | 255 |
|
|
2014
Q4 | $86.6M | Buy |
856,511
+55,424
| +7% | +$5.25M | 0.04% | 265 |
|
|
2014
Q3 | $69.1M | Sell |
801,087
-19,588
| -2% | -$1.66M | 0.04% | 296 |
|
|
2014
Q2 | $67.1M | Sell |
820,675
-3,885
| -0.5% | -$306K | 0.04% | 304 |
|
|
2014
Q1 | $67.6M | Buy |
824,560
+63,790
| +8% | +$4.8M | 0.04% | 305 |
|
|
2013
Q4 | $57.3M | Sell |
760,770
-39,415
| -5% | -$2.83M | 0.03% | 325 |
|
|
2013
Q3 | $57.3M | Buy |
800,185
+173,290
| +28% | +$12.4M | 0.04% | 310 |
|
|
2013
Q2 | $41M | Buy |
+626,895
| New | +$39M | 0.03% | 350 |
|
Other funds holding UNH
