Polen 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 | $1.93M | Sell |
6,174
-1,031,401
| -99% | -$322M | 0.01% | 80 |
|
|
2025
Q1 | $543M | Sell |
1,037,575
-88,018
| -8% | -$46.1M | 1.71% | 22 |
|
|
2024
Q4 | $569M | Sell |
1,125,593
-870,829
| -44% | -$441M | 1.54% | 21 |
|
|
2024
Q3 | $1.17B | Sell |
1,996,422
-252,630
| -11% | -$148M | 3.01% | 18 |
|
|
2024
Q2 | $1.15B | Sell |
2,249,052
-144,729
| -6% | -$73.7M | 2.87% | 15 |
|
|
2024
Q1 | $1.18B | Sell |
2,393,781
-41,293
| -2% | -$20.4M | 2.73% | 16 |
|
|
2023
Q4 | $1.28B | Sell |
2,435,074
-103,060
| -4% | -$54.3M | 3.09% | 13 |
|
|
2023
Q3 | $1.28B | Sell |
2,538,134
-118,140
| -4% | -$59.6M | 3.37% | 13 |
|
|
2023
Q2 | $1.28B | Sell |
2,656,274
-56,360
| -2% | -$27.1M | 3.17% | 14 |
|
|
2023
Q1 | $1.28B | Sell |
2,712,634
-13,041
| -0.5% | -$6.16M | 3.38% | 15 |
|
|
2022
Q4 | $1.45B | Sell |
2,725,675
-123,918
| -4% | -$65.7M | 4.22% | 12 |
|
|
2022
Q3 | $1.44B | Sell |
2,849,593
-67,080
| -2% | -$33.9M | 4.02% | 14 |
|
|
2022
Q2 | $1.5B | Sell |
2,916,673
-846,099
| -22% | -$435M | 3.95% | 11 |
|
|
2022
Q1 | $1.92B | Sell |
3,762,772
-114,675
| -3% | -$58.5M | 3.74% | 12 |
|
|
2021
Q4 | $1.95B | Buy |
3,877,447
+70,473
| +2% | +$35.4M | 3.27% | 14 |
|
|
2021
Q3 | $1.49B | Buy |
3,806,974
+70,893
| +2% | +$27.7M | 2.73% | 18 |
|
|
2021
Q2 | $1.5B | Buy |
3,736,081
+166,431
| +5% | +$66.6M | 2.87% | 16 |
|
|
2021
Q1 | $1.33B | Buy |
3,569,650
+95,941
| +3% | +$35.7M | 2.99% | 16 |
|
|
2020
Q4 | $1.22B | Buy |
3,473,709
+54,656
| +2% | +$19.2M | 2.83% | 17 |
|
|
2020
Q3 | $1.07B | Buy |
+3,419,053
| New | +$1.07B | 2.85% | 17 |
|