Narwhal Capital Management’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 | $1.23M | Sell |
4,554
-988
| -18% | -$294K | 0.09% | 91 |
|
|
2025
Q4 | $1.83M | Sell |
5,542
-1,801
| -25% | -$610K | 0.13% | 82 |
|
|
2025
Q3 | $2.54M | Sell |
7,343
-6,770
| -48% | -$2.05M | 0.19% | 78 |
|
|
2025
Q2 | $4.4M | Sell |
14,113
-10,380
| -42% | -$3.97M | 0.35% | 63 |
|
|
2025
Q1 | $12.8M | Sell |
24,493
-11,668
| -32% | -$5.96M | 1.14% | 23 |
|
|
2024
Q4 | $18.3M | Sell |
36,161
-6,687
| -16% | -$3.8M | 1.62% | 13 |
|
|
2024
Q3 | $25.1M | Sell |
42,848
-2,807
| -6% | -$1.59M | 2.25% | 11 |
|
|
2024
Q2 | $23.3M | Sell |
45,655
-470
| -1% | -$230K | 2.2% | 10 |
|
|
2024
Q1 | $22.8M | Buy |
46,125
+7,504
| +19% | +$3.81M | 2.23% | 10 |
|
|
2023
Q4 | $20.3M | Sell |
38,621
-6,352
| -14% | -$3.39M | 2.22% | 10 |
|
|
2023
Q3 | $22.7M | Buy |
44,973
+864
| +2% | +$425K | 2.77% | 9 |
|
|
2023
Q2 | $21.2M | Buy |
44,109
+799
| +2% | +$391K | 2.49% | 9 |
|
|
2023
Q1 | $20.5M | Buy |
43,310
+1,100
| +3% | +$531K | 2.56% | 7 |
|
|
2022
Q4 | $22.4M | Buy |
42,210
+707
| +2% | +$375K | 2.98% | 7 |
|
|
2022
Q3 | $21M | Sell |
41,503
-1,339
| -3% | -$704K | 3.04% | 7 |
|
|
2022
Q2 | $22M | Sell |
42,842
-1,784
| -4% | -$896K | 3.02% | 6 |
|
|
2022
Q1 | $22.8M | Sell |
44,626
-1,904
| -4% | -$918K | 2.66% | 8 |
|
|
2021
Q4 | $23.4M | Sell |
46,530
-2,186
| -4% | -$990K | 2.66% | 7 |
|
|
2021
Q3 | $19M | Sell |
48,716
-460
| -0.9% | -$191K | 2.41% | 9 |
|
|
2021
Q2 | $19.7M | Buy |
49,176
+170
| +0.3% | +$67.8K | 2.49% | 9 |
|
|
2021
Q1 | $18.2M | Buy |
49,006
+5,687
| +13% | +$1.97M | 2.47% | 8 |
|
|
2020
Q4 | $15.2M | Buy |
43,319
+2,287
| +6% | +$767K | 2.16% | 9 |
|
|
2020
Q3 | $12.8M | Buy |
41,032
+499
| +1% | +$153K | 2.07% | 10 |
|
|
2020
Q2 | $12M | Buy |
40,533
+2,286
| +6% | +$655K | 2.07% | 10 |
|
|
2020
Q1 | $9.54M | Buy |
38,247
+4,724
| +14% | +$1.3M | 2.06% | 11 |
|
|
2019
Q4 | $9.86M | Sell |
33,523
-5,942
| -15% | -$1.55M | 1.81% | 10 |
|
|
2019
Q3 | $8.58M | Buy |
39,465
+728
| +2% | +$176K | 1.73% | 12 |
|
|
2019
Q2 | $9.45M | Buy |
38,737
+5,394
| +16% | +$1.3M | 1.96% | 10 |
|
|
2019
Q1 | $8.24M | Buy |
33,343
+23
| +0.1% | +$5.87K | 1.79% | 11 |
|
|
2018
Q4 | $8.3M | Buy |
33,320
+226
| +0.7% | +$59.7K | 2.06% | 8 |
|
|
2018
Q3 | $8.8M | Sell |
33,094
-113
| -0.3% | -$29.4K | 1.94% | 9 |
|
|
2018
Q2 | $8.15M | Sell |
33,207
-243
| -0.7% | -$58.3K | 1.89% | 9 |
|
|
2018
Q1 | $7.16M | Buy |
33,450
+3,214
| +11% | +$734K | 1.66% | 12 |
|
|
2017
Q4 | $6.67M | Buy |
30,236
+12,427
| +70% | +$2.63M | 1.53% | 12 |
|
|
2017
Q3 | $3.49M | Sell |
17,809
-600
| -3% | -$116K | 0.86% | 38 |
|
|
2017
Q2 | $3.41M | Sell |
18,409
-180
| -1% | -$31.6K | 0.88% | 43 |
|
|
2017
Q1 | $3.05M | Sell |
18,589
-353
| -2% | -$57.8K | 0.85% | 42 |
|
|
2016
Q4 | $3.03M | Sell |
18,942
-150
| -0.8% | -$22.4K | 0.91% | 36 |
|
|
2016
Q3 | $2.67M | Sell |
19,092
-1,175
| -6% | -$165K | 0.84% | 40 |
|
|
2016
Q2 | $2.86M | Hold |
20,267
| – | – | 0.9% | 33 |
|
|
2016
Q1 | $2.61M | Sell |
20,267
-70
| -0.3% | -$8.28K | 0.85% | 38 |
|
|
2015
Q4 | $2.39M | Sell |
20,337
-100
| -0.5% | -$11.7K | 0.83% | 42 |
|
|
2015
Q3 | $2.37M | Sell |
20,437
-110
| -0.5% | -$13.2K | 0.89% | 39 |
|
|
2015
Q2 | $2.51M | Buy |
20,547
+250
| +1% | +$29.6K | 0.91% | 35 |
|
|
2015
Q1 | $2.4M | Hold |
20,297
| – | – | 0.89% | 38 |
|
|
2014
Q4 | $2.05M | Sell |
20,297
-963
| -5% | -$91.3K | 0.8% | 45 |
|
|
2014
Q3 | $1.83M | Hold |
21,260
| – | – | 0.74% | 48 |
|
|
2014
Q2 | $1.74M | Buy |
21,260
+400
| +2% | +$31.5K | 0.69% | 55 |
|
|
2014
Q1 | $1.71M | Sell |
20,860
-3,265
| -14% | -$246K | 0.72% | 55 |
|
|
2013
Q4 | $1.82M | Sell |
24,125
-925
| -4% | -$66.5K | 0.78% | 47 |
|
|
2013
Q3 | $1.79M | Sell |
25,050
-6,900
| -22% | -$494K | 0.87% | 45 |
|
|
2013
Q2 | $2.09M | Buy |
+31,950
| New | +$1.99M | 1.04% | 26 |
|
Other funds holding UNH
VCM
VPM
