Morgan Stanley’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71B | Sell |
15,102,503
-6,262,215
| -29% | -$1.95B | 0.31% | 52 |
|
|
2025
Q1 | $11.2B | Sell |
21,364,718
-31,480
| -0.1% | -$16.5M | 0.8% | 17 |
|
|
2024
Q4 | $10.8B | Buy |
21,396,198
+1,396,225
| +7% | +$706M | 0.76% | 17 |
|
|
2024
Q3 | $11.7B | Sell |
19,999,973
-52,590
| -0.3% | -$30.7M | 0.85% | 15 |
|
|
2024
Q2 | $10.2B | Sell |
20,052,563
-137,269
| -0.7% | -$69.9M | 0.79% | 14 |
|
|
2024
Q1 | $9.99B | Sell |
20,189,832
-13,365,310
| -40% | -$6.61B | 0.8% | 15 |
|
|
2023
Q4 | $17.7B | Buy |
33,555,142
+17,838,255
| +113% | +$9.39B | 0.78% | 12 |
|
|
2023
Q3 | $7.92B | Sell |
15,716,887
-445,820
| -3% | -$225M | 0.81% | 12 |
|
|
2023
Q2 | $7.77B | Buy |
16,162,707
+1,229,326
| +8% | +$591M | 0.77% | 11 |
|
|
2023
Q1 | $7.06B | Sell |
14,933,381
-701,657
| -4% | -$332M | 0.76% | 10 |
|
|
2022
Q4 | $8.29B | Buy |
15,635,038
+1,893,192
| +14% | +$1B | 0.94% | 7 |
|
|
2022
Q3 | $6.94B | Buy |
13,741,846
+244,061
| +2% | +$123M | 0.95% | 7 |
|
|
2022
Q2 | $6.93B | Buy |
13,497,785
+4,306,500
| +47% | +$2.21B | 0.9% | 7 |
|
|
2022
Q1 | $4.69B | Buy |
9,191,285
+162,152
| +2% | +$82.7M | 0.63% | 18 |
|
|
2021
Q4 | $4.53B | Buy |
9,029,133
+193,530
| +2% | +$97.2M | 0.56% | 23 |
|
|
2021
Q3 | $3.45B | Buy |
8,835,603
+142,366
| +2% | +$55.6M | 0.47% | 36 |
|
|
2021
Q2 | $3.48B | Buy |
8,693,237
+768,188
| +10% | +$308M | 0.46% | 42 |
|
|
2021
Q1 | $2.95B | Sell |
7,925,049
-64,715
| -0.8% | -$24.1M | 0.43% | 41 |
|
|
2020
Q4 | $2.8B | Buy |
7,989,764
+986,472
| +14% | +$346M | 0.43% | 40 |
|
|
2020
Q3 | $2.18B | Buy |
7,003,292
+325,936
| +5% | +$102M | 0.42% | 46 |
|
|
2020
Q2 | $1.97B | Sell |
6,677,356
-111,639
| -2% | -$32.9M | 0.44% | 49 |
|
|
2020
Q1 | $1.69B | Sell |
6,788,995
-181,432
| -3% | -$45.2M | 0.46% | 46 |
|
|
2019
Q4 | $2.05B | Sell |
6,970,427
-27,477
| -0.4% | -$8.08M | 0.48% | 29 |
|
|
2019
Q3 | $1.52B | Buy |
6,997,904
+863,790
| +14% | +$188M | 0.4% | 45 |
|
|
2019
Q2 | $1.5B | Sell |
6,134,114
-274,414
| -4% | -$67M | 0.4% | 42 |
|
|
2019
Q1 | $1.58B | Sell |
6,408,528
-1,302,822
| -17% | -$322M | 0.45% | 37 |
|
|
2018
Q4 | $1.92B | Buy |
7,711,350
+1,216,278
| +19% | +$303M | 0.57% | 20 |
|
|
2018
Q3 | $1.73B | Buy |
6,495,072
+996,515
| +18% | +$265M | 0.43% | 34 |
|
|
2018
Q2 | $1.35B | Buy |
5,498,557
+269,652
| +5% | +$66.2M | 0.36% | 46 |
|
|
2018
Q1 | $1.12B | Buy |
5,228,905
+354,120
| +7% | +$75.8M | 0.31% | 64 |
|
|
2017
Q4 | $1.07B | Sell |
4,874,785
-1,569,109
| -24% | -$346M | 0.29% | 59 |
|
|
2017
Q3 | $1.26B | Buy |
6,443,894
+465,310
| +8% | +$91.1M | 0.38% | 49 |
|
|
2017
Q2 | $1.11B | Buy |
5,978,584
+961,061
| +19% | +$178M | 0.33% | 56 |
|
|
2017
Q1 | $823M | Buy |
5,017,523
+283,974
| +6% | +$46.6M | 0.25% | 81 |
|
|
2016
Q4 | $758M | Buy |
4,733,549
+414,855
| +10% | +$66.4M | 0.25% | 80 |
|
|
2016
Q3 | $605M | Sell |
4,318,694
-179,195
| -4% | -$25.1M | 0.21% | 106 |
|
|
2016
Q2 | $635M | Buy |
4,497,889
+528,675
| +13% | +$74.6M | 0.23% | 96 |
|
|
2016
Q1 | $512M | Sell |
3,969,214
-616,853
| -13% | -$79.5M | 0.2% | 120 |
|
|
2015
Q4 | $540M | Buy |
4,586,067
+58,283
| +1% | +$6.86M | 0.2% | 121 |
|
|
2015
Q3 | $525M | Sell |
4,527,784
-1,053,155
| -19% | -$122M | 0.19% | 112 |
|
|
2015
Q2 | $681M | Sell |
5,580,939
-233,747
| -4% | -$28.5M | 0.24% | 84 |
|
|
2015
Q1 | $688M | Buy |
5,814,686
+201,764
| +4% | +$23.9M | 0.25% | 82 |
|
|
2014
Q4 | $567M | Buy |
5,612,922
+218,794
| +4% | +$22.1M | 0.21% | 110 |
|
|
2014
Q3 | $465M | Buy |
5,394,128
+315,044
| +6% | +$27.2M | 0.18% | 130 |
|
|
2014
Q2 | $415M | Buy |
5,079,084
+116,600
| +2% | +$9.53M | 0.16% | 147 |
|
|
2014
Q1 | $407M | Buy |
4,962,484
+294,638
| +6% | +$24.2M | 0.17% | 141 |
|
|
2013
Q4 | $351M | Sell |
4,667,846
-646,044
| -12% | -$48.6M | 0.15% | 163 |
|
|
2013
Q3 | $381M | Buy |
5,313,890
+304,548
| +6% | +$21.8M | 0.18% | 132 |
|
|
2013
Q2 | $328M | Buy |
+5,009,342
| New | +$328M | 0.17% | 150 |
|