Port Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Buy |
85,129
+12,997
| +18% | +$4.05M | 1.13% | 33 |
|
|
2025
Q1 | $37.8M | Sell |
72,132
-660
| -0.9% | -$346K | 1.71% | 27 |
|
|
2024
Q4 | $36.8M | Buy |
72,792
+1,174
| +2% | +$594K | 1.68% | 27 |
|
|
2024
Q3 | $41.9M | Buy |
71,618
+1,103
| +2% | +$645K | 1.88% | 24 |
|
|
2024
Q2 | $35.9M | Buy |
70,515
+3,480
| +5% | +$1.77M | 1.8% | 26 |
|
|
2024
Q1 | $33.2M | Sell |
67,035
-2,374
| -3% | -$1.17M | 1.66% | 28 |
|
|
2023
Q4 | $36.5M | Buy |
69,409
+416
| +0.6% | +$219K | 2.04% | 23 |
|
|
2023
Q3 | $34.8M | Buy |
68,993
+1
| +0% | +$504 | 2.17% | 22 |
|
|
2023
Q2 | $33.2M | Buy |
68,992
+9,740
| +16% | +$4.68M | 2% | 22 |
|
|
2023
Q1 | $28M | Buy |
59,252
+8,483
| +17% | +$4.01M | 1.82% | 25 |
|
|
2022
Q4 | $26.9M | Buy |
50,769
+9,500
| +23% | +$5.04M | 1.95% | 24 |
|
|
2022
Q3 | $20.8M | Buy |
41,269
+3,602
| +10% | +$1.82M | 1.69% | 27 |
|
|
2022
Q2 | $19.3M | Buy |
37,667
+7,929
| +27% | +$4.07M | 1.52% | 29 |
|
|
2022
Q1 | $15.2M | Buy |
+29,738
| New | +$15.2M | 1.05% | 33 |
|
|
2019
Q4 | – | Sell |
-1,681
| Closed | -$365K | – | 120 |
|
|
2019
Q3 | $365K | Buy |
1,681
+40
| +2% | +$8.69K | 0.04% | 95 |
|
|
2019
Q2 | $400K | Hold |
1,641
| – | – | 0.05% | 93 |
|
|
2019
Q1 | $406K | Sell |
1,641
-3,078
| -65% | -$762K | 0.05% | 93 |
|
|
2018
Q4 | $1.18M | Sell |
4,719
-4,340
| -48% | -$1.08M | 0.18% | 57 |
|
|
2018
Q3 | $2.41M | Buy |
9,059
+202
| +2% | +$53.7K | 0.29% | 67 |
|
|
2018
Q2 | $2.17M | Buy |
8,857
+105
| +1% | +$25.8K | 0.28% | 66 |
|
|
2018
Q1 | $1.87M | Sell |
8,752
-56
| -0.6% | -$12K | 0.26% | 70 |
|
|
2017
Q4 | $1.94M | Buy |
+8,808
| New | +$1.94M | 0.27% | 72 |
|