Morningstar Investment Services’s UnitedHealth UNH Stock Holding History

Morningstar Investment Services’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$2.05M	Sell	3,904 -5,945	-60%	-$3.11M	0.37%	70
2024 Q4	$4.98M	Sell	9,849 -97,586	-91%	-$49.4M	0.45%	58
2024 Q3	$62.5M	Sell	107,435 -1,012	-0.9%	-$589K	0.64%	46
2024 Q2	$52.8M	Buy	108,447 +342	+0.3%	+$166K	0.57%	46
2024 Q1	$53.3M	Sell	108,105 -113,245	-51%	-$55.8M	0.59%	47
2023 Q4	$116M	Buy	221,350 +108,224	+96%	+$56.8M	0.65%	45
2023 Q3	$57.7M	Sell	113,126 -1,362	-1%	-$695K	0.74%	36
2023 Q2	$54.5M	Sell	114,488 -4,325	-4%	-$2.06M	0.7%	38
2023 Q1	$55.8M	Sell	118,813 -4,010	-3%	-$1.88M	0.75%	38
2022 Q4	$62.4M	Sell	122,823 -3,127	-2%	-$1.59M	0.85%	30
2022 Q3	$68.2M	Sell	125,950 -52,533	-29%	-$28.5M	0.96%	28
2022 Q2	$91.7M	Sell	178,483 -22,371	-11%	-$11.5M	1.23%	21
2022 Q1	$104M	Buy	200,854 +3,116	+2%	+$1.61M	1.16%	26
2021 Q4	$99.3M	Buy	197,738 +4,685	+2%	+$2.35M	1.1%	27
2021 Q3	$77.3M	Buy	193,053 +3,527	+2%	+$1.41M	0.91%	33
2021 Q2	$75.5M	Buy	189,526 +5,930	+3%	+$2.36M	0.9%	33
2021 Q1	$68.6M	Buy	183,596 +4,741	+3%	+$1.77M	0.89%	29
2020 Q4	$62.7M	Buy	178,855 +5,075	+3%	+$1.78M	0.87%	32
2020 Q3	$52.8M	Buy	173,780 +6,561	+4%	+$2M	0.82%	31
2020 Q2	$48.5M	Buy	167,219 +7,642	+5%	+$2.21M	0.8%	33
2020 Q1	$40.1M	Buy	159,577 +5,861	+4%	+$1.47M	0.73%	39
2019 Q4	$45.2M	Buy	153,716 +11,453	+8%	+$3.37M	0.71%	36
2019 Q3	$30.9M	Buy	142,263 +7,928	+6%	+$1.72M	0.52%	62
2019 Q2	$32.8M	Buy	134,335 +9,326	+7%	+$2.28M	0.54%	58
2019 Q1	$30.9M	Buy	125,009 +5,490	+5%	+$1.36M	0.53%	63
2018 Q4	$29.8M	Buy	119,519 +5,145	+4%	+$1.28M	0.58%	60
2018 Q3	$30.4M	Buy	114,374 +2,187	+2%	+$582K	0.55%	64
2018 Q2	$27.5M	Buy	112,187 +6,296	+6%	+$1.54M	0.52%	64
2018 Q1	$22.7M	Buy	105,891 +4,157	+4%	+$890K	0.44%	73
2017 Q4	$22.4M	Buy	+101,734	New	+$22.4M	0.45%	69