Oak Ridge Investments’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 | – | Sell |
-44,071
| Closed | -$23.1M | – | 177 |
|
|
2025
Q1 | $23.1M | Buy |
44,071
+2,125
| +5% | +$1.09M | 1.92% | 11 |
|
|
2024
Q4 | $21.2M | Buy |
41,946
+2,227
| +6% | +$1.27M | 1.67% | 11 |
|
|
2024
Q3 | $23.2M | Buy |
39,719
+2,669
| +7% | +$1.51M | 2.02% | 10 |
|
|
2024
Q2 | $18.9M | Buy |
37,050
+1,670
| +5% | +$819K | 1.8% | 10 |
|
|
2024
Q1 | $17.5M | Buy |
35,380
+1,450
| +4% | +$737K | 1.77% | 10 |
|
|
2023
Q4 | $17.9M | Buy |
33,930
+438
| +1% | +$234K | 2.06% | 8 |
|
|
2023
Q3 | $16.9M | Buy |
33,492
+936
| +3% | +$461K | 2.15% | 7 |
|
|
2023
Q2 | $15.6M | Sell |
32,556
-746
| -2% | -$365K | 1.93% | 7 |
|
|
2023
Q1 | $15.7M | Sell |
33,302
-262
| -0.8% | -$126K | 2.13% | 7 |
|
|
2022
Q4 | $17.8M | Sell |
33,564
-449
| -1% | -$238K | 2.65% | 5 |
|
|
2022
Q3 | $17.2M | Sell |
34,013
-586
| -2% | -$308K | 2.6% | 5 |
|
|
2022
Q2 | $17.8M | Sell |
34,599
-1,144
| -3% | -$575K | 2.59% | 6 |
|
|
2022
Q1 | $18.2M | Sell |
35,743
-1,877
| -5% | -$905K | 2.03% | 8 |
|
|
2021
Q4 | $18.9M | Sell |
37,620
-887
| -2% | -$402K | 1.6% | 9 |
|
|
2021
Q3 | $15M | Sell |
38,507
-686
| -2% | -$284K | 1.33% | 14 |
|
|
2021
Q2 | $15.7M | Sell |
39,193
-674
| -2% | -$269K | 1.37% | 11 |
|
|
2021
Q1 | $14.8M | Buy |
39,867
+183
| +0.5% | +$63.4K | 1.38% | 10 |
|
|
2020
Q4 | $13.9M | Sell |
39,684
-15,862
| -29% | -$5.32M | 1.23% | 16 |
|
|
2020
Q3 | $17.3M | Sell |
55,546
-707
| -1% | -$217K | 1.35% | 12 |
|
|
2020
Q2 | $16.6M | Sell |
56,253
-948
| -2% | -$272K | 1.39% | 14 |
|
|
2020
Q1 | $14.3M | Sell |
57,201
-25,864
| -31% | -$7.12M | 1.46% | 12 |
|
|
2019
Q4 | $24.4M | Sell |
83,065
-4,444
| -5% | -$1.16M | 1.79% | 6 |
|
|
2019
Q3 | $19M | Sell |
87,509
-3,387
| -4% | -$817K | 1.43% | 12 |
|
|
2019
Q2 | $22.2M | Sell |
90,896
-6,296
| -6% | -$1.51M | 1.53% | 10 |
|
|
2019
Q1 | $24M | Sell |
97,192
-1,588
| -2% | -$405K | 1.53% | 9 |
|
|
2018
Q4 | $24.6M | Sell |
98,780
-1,481
| -1% | -$391K | 1.77% | 10 |
|
|
2018
Q3 | $26.7M | Sell |
100,261
-5,576
| -5% | -$1.45M | 1.47% | 16 |
|
|
2018
Q2 | $26M | Sell |
105,837
-2,900
| -3% | -$696K | 1.47% | 14 |
|
|
2018
Q1 | $23.3M | Sell |
108,737
-13,859
| -11% | -$3.17M | 1.29% | 21 |
|
|
2017
Q4 | $27M | Sell |
122,596
-5,425
| -4% | -$1.15M | 1.29% | 22 |
|
|
2017
Q3 | $25.1M | Sell |
128,021
-10,305
| -7% | -$1.99M | 1.02% | 37 |
|
|
2017
Q2 | $25.6M | Buy |
138,326
+6,097
| +5% | +$1.07M | 0.82% | 46 |
|
|
2017
Q1 | $21.7M | Buy |
132,229
+16,683
| +14% | +$2.73M | 0.73% | 52 |
|
|
2016
Q4 | $18.5M | Sell |
115,546
-44,368
| -28% | -$6.63M | 0.6% | 52 |
|
|
2016
Q3 | $22.4M | Buy |
159,914
+16,435
| +11% | +$2.3M | 0.58% | 57 |
|
|
2016
Q2 | $20.3M | Buy |
143,479
+8,064
| +6% | +$1.08M | 0.52% | 60 |
|
|
2016
Q1 | $17.5M | Buy |
135,415
+4,283
| +3% | +$507K | 0.44% | 69 |
|
|
2015
Q4 | $15.4M | Sell |
131,132
-1,214
| -0.9% | -$142K | 0.37% | 76 |
|
|
2015
Q3 | $15.4M | Buy |
132,346
+128,122
| +3,033% | +$15.3M | 0.37% | 76 |
|
|
2015
Q2 | $515K | Buy |
4,224
+6
| +0.1% | +$710 | 0.01% | 131 |
|
|
2015
Q1 | $499K | Buy |
4,218
+160
| +4% | +$17.8K | 0.01% | 131 |
|
|
2014
Q4 | $410K | Buy |
4,058
+1,588
| +64% | +$151K | 0.01% | 132 |
|
|
2014
Q3 | $213K | Hold |
2,470
| – | – | 0.01% | 138 |
|
|
2014
Q2 | $202K | Buy |
+2,470
| New | +$194K | ﹤0.01% | 141 |
|
Other funds holding UNH
