McLean Asset Management’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 | $528K | Sell |
1,951
-49
| -2% | -$14.6K | 0.09% | 90 |
|
|
2025
Q4 | $670K | Buy |
2,000
+32
| +2% | +$10.8K | 0.12% | 81 |
|
|
2025
Q3 | $706K | Buy |
1,968
+21
| +1% | +$6.35K | 0.15% | 78 |
|
|
2025
Q2 | $599K | Sell |
1,947
-113
| -5% | -$43.2K | 0.16% | 74 |
|
|
2025
Q1 | $1.14M | Sell |
2,060
-82
| -4% | -$41.9K | 0.38% | 37 |
|
|
2024
Q4 | $1.08M | Buy |
2,142
+65
| +3% | +$36.9K | 0.33% | 42 |
|
|
2024
Q3 | $1.23M | Buy |
2,077
+25
| +1% | +$14.1K | 0.37% | 40 |
|
|
2024
Q2 | $1.03M | Sell |
2,052
-36
| -2% | -$17.6K | 0.33% | 42 |
|
|
2024
Q1 | $960K | Buy |
2,088
+17
| +0.8% | +$8.64K | 0.33% | 42 |
|
|
2023
Q4 | $1.11M | Buy |
2,071
+11
| +0.5% | +$5.87K | 0.42% | 34 |
|
|
2023
Q3 | $1.08M | Buy |
2,060
+19
| +0.9% | +$9.35K | 0.44% | 32 |
|
|
2023
Q2 | $981K | Buy |
2,041
+19
| +0.9% | +$9.29K | 0.38% | 35 |
|
|
2023
Q1 | $956K | Sell |
2,022
-120
| -6% | -$57.9K | 0.39% | 34 |
|
|
2022
Q4 | $1.14M | Buy |
2,142
+47
| +2% | +$24.9K | 0.39% | 33 |
|
|
2022
Q3 | $1.06M | Buy |
2,095
+23
| +1% | +$12.1K | 0.41% | 31 |
|
|
2022
Q2 | $1.07M | Sell |
2,072
-789
| -28% | -$396K | 0.43% | 27 |
|
|
2022
Q1 | $1.46M | Buy |
2,861
+850
| +42% | +$410K | 1.08% | 16 |
|
|
2021
Q4 | $953K | Sell |
2,011
-178
| -8% | -$80.6K | 0.37% | 31 |
|
|
2021
Q3 | $995K | Buy |
2,189
+126
| +6% | +$52.2K | 0.38% | 30 |
|
|
2021
Q2 | $866K | Buy |
2,063
+9
| +0.4% | +$3.59K | 0.39% | 31 |
|
|
2021
Q1 | $810K | Buy |
2,054
+27
| +1% | +$9.36K | 0.64% | 27 |
|
|
2020
Q4 | $711K | Buy |
+2,027
| New | +$679K | 0.63% | 29 |
|
Other funds holding UNH
VCM
VPM
