Mercer Global Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-143,736
| Closed | -$75.3M | – | 2350 |
|
|
2025
Q1 | $75.3M | Sell |
143,736
-4,565
| -3% | -$2.39M | 0.17% | 76 |
|
|
2024
Q4 | $75M | Sell |
148,301
-240,102
| -62% | -$121M | 0.18% | 73 |
|
|
2024
Q3 | $227M | Sell |
388,403
-137
| -0% | -$79.9K | 0.53% | 32 |
|
|
2024
Q2 | $197M | Buy |
388,540
+63,742
| +20% | +$32.3M | 0.54% | 36 |
|
|
2024
Q1 | $161M | Buy |
324,798
+6,139
| +2% | +$3.04M | 0.46% | 40 |
|
|
2023
Q4 | $168M | Buy |
318,659
+165,685
| +108% | +$87.2M | 0.5% | 42 |
|
|
2023
Q3 | $77.1M | Sell |
152,974
-1,787
| -1% | -$901K | 0.29% | 55 |
|
|
2023
Q2 | $74.4M | Buy |
154,761
+12,889
| +9% | +$6.19M | 0.3% | 57 |
|
|
2023
Q1 | $67M | Sell |
141,872
-1,511
| -1% | -$714K | 0.3% | 53 |
|
|
2022
Q4 | $76M | Buy |
143,383
+6,561
| +5% | +$3.48M | 0.38% | 45 |
|
|
2022
Q3 | $69.1M | Buy |
136,822
+4,954
| +4% | +$2.5M | 0.41% | 44 |
|
|
2022
Q2 | $67.7M | Buy |
131,868
+8,699
| +7% | +$4.47M | 0.41% | 44 |
|
|
2022
Q1 | $62.8M | Buy |
123,169
+6,749
| +6% | +$3.44M | 0.37% | 50 |
|
|
2021
Q4 | $58.5M | Buy |
116,420
+6,980
| +6% | +$3.5M | 0.36% | 51 |
|
|
2021
Q3 | $42.8M | Buy |
109,440
+8,628
| +9% | +$3.37M | 0.3% | 56 |
|
|
2021
Q2 | $40.4M | Buy |
100,812
+3,796
| +4% | +$1.52M | 0.31% | 58 |
|
|
2021
Q1 | $36.1M | Buy |
97,016
+24,024
| +33% | +$8.94M | 0.33% | 53 |
|
|
2020
Q4 | $25.6M | Buy |
72,992
+1,999
| +3% | +$701K | 0.32% | 53 |
|
|
2020
Q3 | $22.1M | Buy |
70,993
+11,896
| +20% | +$3.71M | 0.33% | 53 |
|
|
2020
Q2 | $17.4M | Buy |
59,097
+9,319
| +19% | +$2.75M | 0.32% | 56 |
|
|
2020
Q1 | $12.4M | Sell |
49,778
-1,137
| -2% | -$284K | 0.27% | 72 |
|
|
2019
Q4 | $15M | Buy |
50,915
+6,716
| +15% | +$1.97M | 0.3% | 66 |
|
|
2019
Q3 | $9.61M | Buy |
44,199
+3,042
| +7% | +$661K | 0.23% | 91 |
|
|
2019
Q2 | $10M | Buy |
41,157
+4,735
| +13% | +$1.16M | 0.27% | 77 |
|
|
2019
Q1 | $9.01M | Buy |
+36,422
| New | +$9.01M | 0.32% | 60 |
|