NBW Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
6,761
-37
| -0.5% | -$14.1K | 0.46% | 63 |
|
|
2025
Q1 | $3.56M | Sell |
6,798
-2,012
| -23% | -$1.03M | 0.79% | 55 |
|
|
2024
Q4 | $4.46M | Sell |
8,810
-61
| -0.7% | -$34.7K | 0.83% | 53 |
|
|
2024
Q3 | $5.19M | Buy |
8,871
+39
| +0.4% | +$22.1K | 0.98% | 47 |
|
|
2024
Q2 | $4.5M | Buy |
8,832
+221
| +3% | +$108K | 0.89% | 52 |
|
|
2024
Q1 | $4.26M | Sell |
8,611
-2,247
| -21% | -$1.14M | 0.87% | 53 |
|
|
2023
Q4 | $5.72M | Buy |
10,858
+328
| +3% | +$175K | 1.25% | 34 |
|
|
2023
Q3 | $5.31M | Buy |
10,530
+30
| +0.3% | +$14.8K | 1.3% | 32 |
|
|
2023
Q2 | $5.05M | Sell |
10,500
-8
| -0.1% | -$3.91K | 1.18% | 37 |
|
|
2023
Q1 | $4.97M | Sell |
10,508
-235
| -2% | -$113K | 1.21% | 39 |
|
|
2022
Q4 | $5.7M | Buy |
10,743
+39
| +0.4% | +$20.7K | 1.46% | 21 |
|
|
2022
Q3 | $5.41M | Buy |
10,704
+170
| +2% | +$89.4K | 1.45% | 24 |
|
|
2022
Q2 | $5.41M | Buy |
10,534
+2,749
| +35% | +$1.38M | 1.48% | 21 |
|
|
2022
Q1 | $3.97M | Sell |
7,785
-709
| -8% | -$342K | 0.94% | 52 |
|
|
2021
Q4 | $4.26M | Buy |
8,494
+9
| +0.1% | +$4.07K | 0.95% | 45 |
|
|
2021
Q3 | $3.31M | Buy |
8,485
+62
| +0.7% | +$25.7K | 0.8% | 59 |
|
|
2021
Q2 | $3.37M | Buy |
8,423
+92
| +1% | +$36.7K | 0.82% | 55 |
|
|
2021
Q1 | $3.1M | Buy |
8,331
+395
| +5% | +$137K | 0.85% | 54 |
|
|
2020
Q4 | $2.78M | Sell |
7,936
-216
| -3% | -$72.4K | 0.85% | 55 |
|
|
2020
Q3 | $2.54M | Sell |
8,152
-14
| -0.2% | -$4.3K | 0.85% | 45 |
|
|
2020
Q2 | $2.41M | Buy |
8,166
+224
| +3% | +$64.2K | 0.86% | 48 |
|
|
2020
Q1 | $1.98M | Sell |
7,942
-414
| -5% | -$114K | 0.94% | 44 |
|
|
2019
Q4 | $2.46M | Sell |
8,356
-250
| -3% | -$65.4K | 0.7% | 59 |
|
|
2019
Q3 | $1.87M | Sell |
8,606
-14,694
| -63% | -$3.55M | 0.56% | 63 |
|
|
2019
Q2 | $5.68M | Buy |
23,300
+45
| +0.2% | +$10.8K | 1.56% | 24 |
|
|
2019
Q1 | $5.75M | Sell |
23,255
-254
| -1% | -$64.8K | 1.57% | 27 |
|
|
2018
Q4 | $5.86M | Buy |
23,509
+19
| +0.1% | +$5.02K | 2.08% | 13 |
|
|
2018
Q3 | $6.25M | Sell |
23,490
-648
| -3% | -$169K | 1.68% | 26 |
|
|
2018
Q2 | $5.92M | Buy |
24,138
+482
| +2% | +$116K | 1.7% | 29 |
|
|
2018
Q1 | $5.06M | Sell |
23,656
-4,542
| -16% | -$1.04M | 1.58% | 30 |
|
|
2017
Q4 | $6.22M | Buy |
28,198
+844
| +3% | +$179K | 1.64% | 31 |
|
|
2017
Q3 | $5.36M | Buy |
27,354
+1,154
| +4% | +$223K | 1.46% | 32 |
|
|
2017
Q2 | $4.86M | Sell |
26,200
-383
| -1% | -$67.2K | 1.35% | 34 |
|
|
2017
Q1 | $4.36M | Buy |
+26,583
| New | +$4.35M | 1.21% | 32 |
|
Other funds holding UNH
NBW Capital's UNH Position: Q2 2025 in Review
NBW Capital reduced its UnitedHealth (UNH) stake by 0.54% in Q2 2025, selling an estimated $14.1K and leaving 6,761 shares worth $2.11M. The position accounts for 0.46% of the portfolio, ranked #63.
NBW Capital first reported a position in UNH in Q1 2017 and has held it in 34 quarters since. The position peaked at $6.25M in Q3 2018. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.
- NBW Capital held 6,761 shares of UnitedHealth worth $2.11M as of Q2 2025.
- NBW Capital sold 37 UnitedHealth shares in Q2 2025, an estimated $14.1K.
- UnitedHealth made up 0.46% of NBW Capital's portfolio in Q2 2025, its #63 holding.
- NBW Capital first reported a position in UnitedHealth in Q1 2017 and has held it in 34 quarters since.
- NBW Capital's UnitedHealth position peaked at $6.25M in Q3 2018.
- 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.
Based on NBW Capital's 13F filing for Q2 2025, filed 13 Aug 2025.