Night Owl Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-83,996
| Closed | -$44M | – | 32 |
|
|
2025
Q1 | $44M | Buy |
83,996
+23,694
| +39% | +$12.4M | 5.5% | 7 |
|
|
2024
Q4 | $30.5M | Buy |
60,302
+2,544
| +4% | +$1.29M | 3.94% | 10 |
|
|
2024
Q3 | $33.8M | Buy |
57,758
+1,741
| +3% | +$1.02M | 4.62% | 10 |
|
|
2024
Q2 | $28.5M | Sell |
56,017
-599
| -1% | -$305K | 4.27% | 11 |
|
|
2024
Q1 | $28M | Buy |
56,616
+8,887
| +19% | +$4.4M | 4.25% | 11 |
|
|
2023
Q4 | $24.1M | Hold |
47,729
| – | – | 6.03% | 7 |
|
|
2023
Q3 | $24.1M | Buy |
47,729
+440
| +0.9% | +$222K | 6.03% | 7 |
|
|
2023
Q2 | $22.7M | Buy |
47,289
+26,139
| +124% | +$12.6M | 5.88% | 7 |
|
|
2023
Q1 | $10M | Buy |
+21,150
| New | +$10M | 3.61% | 11 |
|