Parkside 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 |
-1,978
| Closed | -$1.04M | – | 95 |
|
|
2025
Q1 | $1.04M | Buy |
1,978
+501
| +34% | +$256K | 0.15% | 65 |
|
|
2024
Q4 | $747K | Buy |
1,477
+78
| +6% | +$44.3K | 0.11% | 71 |
|
|
2024
Q3 | $818K | Sell |
1,399
-2,000
| -59% | -$1.13M | 0.12% | 67 |
|
|
2024
Q2 | $1.73M | Buy |
3,399
+1,399
| +70% | +$686K | 0.27% | 54 |
|
|
2024
Q1 | $989K | Sell |
2,000
-397
| -17% | -$202K | 0.16% | 63 |
|
|
2023
Q4 | $1.26M | Buy |
2,397
+397
| +20% | +$212K | 0.21% | 59 |
|
|
2023
Q3 | $1.01M | Buy |
2,000
+454
| +29% | +$223K | 0.19% | 59 |
|
|
2023
Q2 | $743K | Buy |
1,546
+200
| +15% | +$97.8K | 0.14% | 66 |
|
|
2023
Q1 | $636K | Buy |
1,346
+1
| +0.1% | +$483 | 0.12% | 73 |
|
|
2022
Q4 | $713K | Buy |
+1,345
| New | +$712K | 0.14% | 72 |
|
|
2022
Q2 | – | Sell |
-153
| Closed | -$78K | – | 156 |
|
|
2022
Q1 | $78K | Sell |
153
-9,505
| -98% | -$4.58M | 0.02% | 106 |
|
|
2021
Q4 | $4.85M | Buy |
9,658
+351
| +4% | +$159K | 0.93% | 38 |
|
|
2021
Q3 | $3.64M | Sell |
9,307
-4,000
| -30% | -$1.66M | 0.76% | 46 |
|
|
2021
Q2 | $5.33M | Sell |
13,307
-652
| -5% | -$260K | 1.03% | 39 |
|
|
2021
Q1 | $5.19M | Buy |
13,959
+505
| +4% | +$175K | 1.08% | 36 |
|
|
2020
Q4 | $4.72M | Buy |
13,454
+861
| +7% | +$289K | 1.05% | 37 |
|
|
2020
Q3 | $3.93M | Sell |
12,593
-816
| -6% | -$251K | 1.03% | 41 |
|
|
2020
Q2 | $3.96M | Buy |
13,409
+35
| +0.3% | +$10K | 1.05% | 36 |
|
|
2020
Q1 | $3.33M | Sell |
13,374
-595
| -4% | -$164K | 1.1% | 37 |
|
|
2019
Q4 | $4.11M | Sell |
13,969
-2,052
| -13% | -$537K | 1% | 40 |
|
|
2019
Q3 | $3.48M | Buy |
16,021
+275
| +2% | +$66.4K | 0.93% | 51 |
|
|
2019
Q2 | $3.84M | Buy |
15,746
+2,245
| +17% | +$540K | 1% | 43 |
|
|
2019
Q1 | $3.34M | Buy |
13,501
+94
| +0.7% | +$24K | 0.91% | 43 |
|
|
2018
Q4 | $3.34M | Buy |
13,407
+3,757
| +39% | +$992K | 1.45% | 21 |
|
|
2018
Q3 | $2.57M | Sell |
9,650
-1,450
| -13% | -$377K | 1.21% | 23 |
|
|
2018
Q2 | $2.84M | Sell |
11,100
-5,208
| -32% | -$1.25M | 1.39% | 19 |
|
|
2018
Q1 | $3.49M | Sell |
16,308
-1,200
| -7% | -$274K | 1.82% | 14 |
|
|
2017
Q4 | $3.86M | Buy |
17,508
+325
| +2% | +$68.9K | 1.88% | 17 |
|
|
2017
Q3 | $3.37M | Sell |
17,183
-183
| -1% | -$35.4K | 1.94% | 20 |
|
|
2017
Q2 | $3.22M | Buy |
17,366
+272
| +2% | +$47.7K | 2% | 19 |
|
|
2017
Q1 | $2.8M | Buy |
+17,094
| New | +$2.8M | 1.98% | 24 |
|
Other funds holding UNH
Parkside Investments's UNH Position: Q2 2025 in Review
Parkside Investments sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,978 shares — an estimated $1.04M sold.
Parkside Investments first reported a position in UNH in Q1 2017 and held it in 31 quarters. The position peaked at $5.33M in Q2 2021. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.
- Parkside Investments reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
- Parkside Investments sold 1,978 UnitedHealth shares in Q2 2025, an estimated $1.04M.
- Parkside Investments first reported a position in UnitedHealth in Q1 2017 and held it in 31 quarters.
- Parkside Investments's UnitedHealth position peaked at $5.33M in Q2 2021.
- 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.
Based on Parkside Investments's 13F filing for Q2 2025, filed 18 Jul 2025.