Meritage Portfolio Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$895K Sell
2,711
-100
-4% -$33.9K 0.06% 184
2025
Q3
$971K Sell
2,811
-115
-4% -$34.8K 0.06% 188
2025
Q2
$913K Sell
2,926
-13
-0.4% -$4.97K 0.06% 198
2025
Q1
$1.54M Sell
2,939
-316
-10% -$162K 0.1% 172
2024
Q4
$1.65M Sell
3,255
-7,977
-71% -$4.53M 0.1% 172
2024
Q3
$6.57M Sell
11,232
-3,527
-24% -$1.99M 0.4% 69
2024
Q2
$7.52M Sell
14,759
-139
-0.9% -$68.1K 0.47% 58
2024
Q1
$7.37M Sell
14,898
-950
-6% -$483K 0.47% 57
2023
Q4
$8.34M Buy
15,848
+988
+7% +$527K 0.55% 43
2023
Q3
$7.49M Sell
14,860
-369
-2% -$182K 0.55% 49
2023
Q2
$7.32M Sell
15,229
-895
-6% -$438K 0.52% 53
2023
Q1
$7.62M Sell
16,124
-4
-0% -$1.93K 0.57% 46
2022
Q4
$8.55M Sell
16,128
-262
-2% -$139K 0.67% 34
2022
Q3
$8.28M Sell
16,390
-549
-3% -$289K 0.69% 30
2022
Q2
$8.7M Buy
16,939
+298
+2% +$150K 0.68% 33
2022
Q1
$8.49M Buy
16,641
+226
+1% +$109K 0.53% 53
2021
Q4
$8.24M Sell
16,415
-57
-0.3% -$25.8K 0.47% 57
2021
Q3
$6.44M Buy
16,472
+101
+0.6% +$41.8K 0.39% 68
2021
Q2
$6.56M Buy
16,371
+489
+3% +$195K 0.4% 70
2021
Q1
$5.91M Buy
15,882
+2,566
+19% +$889K 0.39% 69
2020
Q4
$4.67M Buy
13,316
+720
+6% +$241K 0.34% 62
2020
Q3
$3.93M Buy
12,596
+113
+0.9% +$34.7K 0.35% 62
2020
Q2
$3.68M Sell
12,483
-553
-4% -$158K 0.35% 69
2020
Q1
$3.25M Sell
13,036
-885
-6% -$244K 0.44% 65
2019
Q4
$4.09M Sell
13,921
-633
-4% -$166K 0.36% 89
2019
Q3
$3.16M Sell
14,554
-3,775
-21% -$911K 0.3% 102
2019
Q2
$4.47M Sell
18,329
-2,090
-10% -$503K 0.46% 79
2019
Q1
$5.05M Sell
20,419
-827
-4% -$211K 0.51% 73
2018
Q4
$5.29M Sell
21,246
-569
-3% -$150K 0.6% 52
2018
Q3
$5.8M Sell
21,815
-336
-2% -$87.4K 0.53% 70
2018
Q2
$5.43M Sell
22,151
-1,037
-4% -$249K 0.53% 75
2018
Q1
$4.96M Sell
23,188
-213
-0.9% -$48.6K 0.48% 87
2017
Q4
$5.16M Sell
23,401
-13,953
-37% -$2.96M 0.49% 91
2017
Q3
$7.32M Buy
37,354
+526
+1% +$102K 0.72% 33
2017
Q2
$6.83M Sell
36,828
-711
-2% -$125K 0.7% 37
2017
Q1
$6.16M Buy
37,539
+603
+2% +$98.8K 0.65% 48
2016
Q4
$5.91M Sell
36,936
-1,410
-4% -$211K 0.65% 56
2016
Q3
$5.37M Sell
38,346
-1,418
-4% -$199K 0.59% 68
2016
Q2
$5.62M Sell
39,764
-1,120
-3% -$149K 0.63% 52
2016
Q1
$5.27M Sell
40,884
-460
-1% -$54.4K 0.6% 68
2015
Q4
$4.86M Sell
41,344
-50
-0.1% -$5.84K 0.55% 81
2015
Q3
$4.8M Sell
41,394
-12,441
-23% -$1.49M 0.56% 78
2015
Q2
$6.57M Sell
53,835
-515
-0.9% -$60.9K 0.69% 32
2015
Q1
$6.43M Buy
54,350
+120
+0.2% +$13.3K 0.65% 46
2014
Q4
$5.48M Sell
54,230
-1,195
-2% -$113K 0.58% 65
2014
Q3
$4.78M Sell
55,425
-725
-1% -$61.3K 0.54% 85
2014
Q2
$4.59M Buy
56,150
+860
+2% +$67.7K 0.5% 102
2014
Q1
$4.53M Buy
55,290
+1,205
+2% +$90.7K 0.54% 81
2013
Q4
$4.07M Sell
54,085
-2,453
-4% -$176K 0.5% 105
2013
Q3
$4.05M Buy
56,538
+68
+0.1% +$4.87K 0.52% 96
2013
Q2
$3.7M Buy
+56,470
New +$3.51M 0.53% 88

Other funds holding UNH

Meritage Portfolio Management's UNH Position: Q4 2025 in Review

Meritage Portfolio Management reduced its UnitedHealth (UNH) stake by 3.6% in Q4 2025, selling an estimated $33.9K and leaving 2,711 shares worth $895K. The position accounts for 0.06% of the portfolio, ranked #184.

Meritage Portfolio Management first reported a position in UNH in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.7M in Q2 2022. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Meritage Portfolio Management held 2,711 shares of UnitedHealth worth $895K as of Q4 2025.
  • Meritage Portfolio Management sold 100 UnitedHealth shares in Q4 2025, an estimated $33.9K.
  • UnitedHealth made up 0.06% of Meritage Portfolio Management's portfolio in Q4 2025, its #184 holding.
  • Meritage Portfolio Management first reported a position in UnitedHealth in Q2 2013 and has held it in 51 quarters since.
  • Meritage Portfolio Management's UnitedHealth position peaked at $8.7M in Q2 2022.
  • 3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.