Paradigm Asset 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 | $2.27M | Hold |
8,380
| – | – | 0.53% | 42 |
|
|
2025
Q4 | $2.77M | Sell |
8,380
-700
| -8% | -$237K | 0.64% | 26 |
|
|
2025
Q3 | $3.14M | Hold |
9,080
| – | – | 0.72% | 21 |
|
|
2025
Q2 | $2.83M | Sell |
9,080
-300
| -3% | -$115K | 0.7% | 23 |
|
|
2025
Q1 | $4.91M | Hold |
9,380
| – | – | 1.31% | 3 |
|
|
2024
Q4 | $4.74M | Buy |
9,380
+7,885
| +527% | +$4.48M | 1.3% | 3 |
|
|
2024
Q3 | $874K | Hold |
1,495
| – | – | 0.23% | 192 |
|
|
2024
Q2 | $761K | Sell |
1,495
-4,100
| -73% | -$2.01M | 0.21% | 196 |
|
|
2024
Q1 | $2.77M | Sell |
5,595
-250
| -4% | -$127K | 0.7% | 22 |
|
|
2023
Q4 | $3.08M | Sell |
5,845
-200
| -3% | -$107K | 0.81% | 12 |
|
|
2023
Q3 | $3.05M | Sell |
6,045
-300
| -5% | -$148K | 0.86% | 11 |
|
|
2023
Q2 | $3.05M | Sell |
6,345
-100
| -2% | -$48.9K | 0.82% | 16 |
|
|
2023
Q1 | $3.05M | Hold |
6,445
| – | – | 0.84% | 17 |
|
|
2022
Q4 | $3.42M | Buy |
6,445
+2,200
| +52% | +$1.17M | 0.96% | 12 |
|
|
2022
Q3 | $2.14M | Sell |
4,245
-200
| -4% | -$105K | 0.72% | 34 |
|
|
2022
Q2 | $2.28M | Buy |
4,445
+1,100
| +33% | +$552K | 0.7% | 32 |
|
|
2022
Q1 | $1.71M | Hold |
3,345
| – | – | 0.45% | 57 |
|
|
2021
Q4 | $1.68M | Sell |
3,345
-200
| -6% | -$90.5K | 0.42% | 65 |
|
|
2021
Q3 | $1.39M | Sell |
3,545
-200
| -5% | -$82.8K | 0.38% | 81 |
|
|
2021
Q2 | $1.5M | Sell |
3,745
-100
| -3% | -$39.9K | 0.38% | 69 |
|
|
2021
Q1 | $1.43M | Sell |
3,845
-200
| -5% | -$69.3K | 0.38% | 71 |
|
|
2020
Q4 | $1.42M | Buy |
4,045
+100
| +3% | +$33.5K | 0.4% | 75 |
|
|
2020
Q3 | $1.23M | Sell |
3,945
-600
| -13% | -$184K | 0.38% | 74 |
|
|
2020
Q2 | $1.34M | Sell |
4,545
-105
| -2% | -$30.1K | 0.41% | 59 |
|
|
2020
Q1 | $1.16M | Hold |
4,650
| – | – | 0.45% | 55 |
|
|
2019
Q4 | $1.37M | Buy |
4,650
+350
| +8% | +$91.6K | 0.41% | 66 |
|
|
2019
Q3 | $934K | Sell |
4,300
-900
| -17% | -$217K | 0.31% | 154 |
|
|
2019
Q2 | $1.27M | Sell |
5,200
-200
| -4% | -$48.1K | 0.37% | 82 |
|
|
2019
Q1 | $1.34M | Sell |
5,400
-200
| -4% | -$51K | 0.39% | 86 |
|
|
2018
Q4 | $1.4M | Sell |
5,600
-8,400
| -60% | -$2.22M | 0.45% | 67 |
|
|
2018
Q3 | $3.72M | Buy |
14,000
+2,400
| +21% | +$624K | 1.04% | 9 |
|
|
2018
Q2 | $2.85M | Hold |
11,600
| – | – | 0.83% | 20 |
|
|
2018
Q1 | $2.48M | Sell |
11,600
-700
| -6% | -$160K | 0.72% | 46 |
|
|
2017
Q4 | $2.71M | Sell |
12,300
-3,300
| -21% | -$699K | 0.74% | 42 |
|
|
2017
Q3 | $3.06M | Sell |
15,600
-5,420
| -26% | -$1.05M | 0.79% | 31 |
|
|
2017
Q2 | $3.9M | Sell |
21,020
-2,400
| -10% | -$421K | 0.79% | 29 |
|
|
2017
Q1 | $3.84M | Sell |
23,420
-4,922
| -17% | -$806K | 0.73% | 39 |
|
|
2016
Q4 | $4.54M | Sell |
28,342
-3,800
| -12% | -$568K | 0.87% | 33 |
|
|
2016
Q3 | $4.5M | Sell |
32,142
-3,650
| -10% | -$511K | 0.79% | 51 |
|
|
2016
Q2 | $5.05M | Buy |
35,792
+1,392
| +4% | +$186K | 0.88% | 28 |
|
|
2016
Q1 | $4.43M | Sell |
34,400
-6,500
| -16% | -$769K | 0.82% | 27 |
|
|
2015
Q4 | $4.81M | Buy |
+40,900
| New | +$4.78M | 0.83% | 31 |
|
|
2015
Q1 | – | Sell |
-59,300
| Closed | -$5.99M | – | 843 |
|
|
2014
Q4 | $5.99M | Buy |
+59,300
| New | +$5.62M | 0.78% | 12 |
|
Other funds holding UNH
VCM
VPM
