Naples Global Advisors’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 | $3.27M | Sell |
12,102
-421
| -3% | -$125K | 0.24% | 113 |
|
|
2025
Q4 | $4.13M | Sell |
12,523
-317
| -2% | -$107K | 0.31% | 89 |
|
|
2025
Q3 | $4.43M | Sell |
12,840
-3,990
| -24% | -$1.21M | 0.35% | 82 |
|
|
2025
Q2 | $5.25M | Buy |
16,830
+1,505
| +10% | +$575K | 0.45% | 70 |
|
|
2025
Q1 | $8.03M | Buy |
15,325
+857
| +6% | +$438K | 0.76% | 29 |
|
|
2024
Q4 | $7.32M | Buy |
14,468
+428
| +3% | +$243K | 0.68% | 36 |
|
|
2024
Q3 | $8.21M | Sell |
14,040
-44
| -0.3% | -$24.9K | 0.76% | 25 |
|
|
2024
Q2 | $7.17M | Buy |
14,084
+504
| +4% | +$247K | 0.72% | 31 |
|
|
2024
Q1 | $6.72M | Buy |
13,580
+1,332
| +11% | +$677K | 0.69% | 34 |
|
|
2023
Q4 | $6.45M | Sell |
12,248
-197
| -2% | -$105K | 0.71% | 32 |
|
|
2023
Q3 | $6.27M | Buy |
12,445
+98
| +0.8% | +$48.2K | 0.76% | 27 |
|
|
2023
Q2 | $5.93M | Buy |
12,347
+520
| +4% | +$254K | 0.7% | 33 |
|
|
2023
Q1 | $5.59M | Buy |
11,827
+315
| +3% | +$152K | 0.7% | 33 |
|
|
2022
Q4 | $6.1M | Sell |
11,512
-166
| -1% | -$87.9K | 0.78% | 31 |
|
|
2022
Q3 | $5.9M | Buy |
11,678
+102
| +0.9% | +$53.6K | 0.81% | 24 |
|
|
2022
Q2 | $5.95M | Buy |
11,576
+104
| +0.9% | +$52.2K | 0.77% | 27 |
|
|
2022
Q1 | $5.85M | Buy |
11,472
+103
| +0.9% | +$49.7K | 0.68% | 34 |
|
|
2021
Q4 | $5.71M | Buy |
11,369
+352
| +3% | +$159K | 0.66% | 36 |
|
|
2021
Q3 | $4.3M | Buy |
11,017
+5
| +0% | +$2.07K | 0.57% | 44 |
|
|
2021
Q2 | $4.41M | Sell |
11,012
-39
| -0.4% | -$15.6K | 0.61% | 38 |
|
|
2021
Q1 | $4.11M | Sell |
11,051
-112
| -1% | -$38.8K | 0.62% | 40 |
|
|
2020
Q4 | $3.92M | Sell |
11,163
-91
| -0.8% | -$30.5K | 0.66% | 37 |
|
|
2020
Q3 | $3.51M | Buy |
11,254
+232
| +2% | +$71.3K | 0.68% | 37 |
|
|
2020
Q2 | $3.25M | Buy |
11,022
+100
| +0.9% | +$28.7K | 0.7% | 35 |
|
|
2020
Q1 | $2.72M | Buy |
10,922
+74
| +0.7% | +$20.4K | 0.71% | 37 |
|
|
2019
Q4 | $3.19M | Buy |
10,848
+69
| +0.6% | +$18.1K | 0.67% | 36 |
|
|
2019
Q3 | $2.34M | Buy |
10,779
+640
| +6% | +$154K | 0.55% | 54 |
|
|
2019
Q2 | $2.47M | Buy |
10,139
+407
| +4% | +$97.9K | 0.6% | 48 |
|
|
2019
Q1 | $2.41M | Buy |
9,732
+587
| +6% | +$150K | 0.62% | 47 |
|
|
2018
Q4 | $2.24M | Buy |
9,145
+712
| +8% | +$188K | 0.64% | 43 |
|
|
2018
Q3 | $2.24M | Sell |
8,433
-269
| -3% | -$70K | 0.6% | 46 |
|
|
2018
Q2 | $2.13M | Sell |
8,702
-511
| -6% | -$123K | 0.6% | 46 |
|
|
2018
Q1 | $1.97M | Buy |
9,213
+220
| +2% | +$50.2K | 0.59% | 47 |
|
|
2017
Q4 | $1.98M | Buy |
8,993
+342
| +4% | +$72.5K | 0.59% | 47 |
|
|
2017
Q3 | $1.69M | Buy |
8,651
+200
| +2% | +$38.6K | 0.57% | 49 |
|
|
2017
Q2 | $1.57M | Buy |
8,451
+329
| +4% | +$57.7K | 0.56% | 52 |
|
|
2017
Q1 | $1.33M | Buy |
8,122
+6,230
| +329% | +$1.02M | 0.48% | 67 |
|
|
2016
Q4 | $303K | Sell |
1,892
-50
| -3% | -$7.47K | 0.12% | 219 |
|
|
2016
Q3 | $272K | Buy |
1,942
+127
| +7% | +$17.8K | 0.11% | 223 |
|
|
2016
Q2 | $256K | Sell |
1,815
-802
| -31% | -$107K | 0.1% | 225 |
|
|
2016
Q1 | $337K | Buy |
+2,617
| New | +$310K | 0.14% | 205 |
|
Other funds holding UNH
VCM
VPM
