Principal Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638M | Buy |
2,046,581
+170,707
| +9% | +$53.3M | 0.34% | 60 |
|
|
2025
Q1 | $982M | Sell |
1,875,874
-76,141
| -4% | -$39.9M | 0.55% | 39 |
|
|
2024
Q4 | $987M | Buy |
1,952,015
+173,379
| +10% | +$87.7M | 0.54% | 39 |
|
|
2024
Q3 | $1.04B | Buy |
1,778,636
+180,479
| +11% | +$106M | 0.57% | 35 |
|
|
2024
Q2 | $814M | Buy |
1,598,157
+1,816
| +0.1% | +$925K | 0.48% | 43 |
|
|
2024
Q1 | $790M | Sell |
1,596,341
-27,238
| -2% | -$13.5M | 0.46% | 44 |
|
|
2023
Q4 | $855M | Buy |
1,623,579
+42,079
| +3% | +$22.2M | 0.55% | 35 |
|
|
2023
Q3 | $797M | Buy |
1,581,500
+1,483
| +0.1% | +$748K | 0.57% | 33 |
|
|
2023
Q2 | $759M | Sell |
1,580,017
-17,411
| -1% | -$8.37M | 0.52% | 37 |
|
|
2023
Q1 | $755M | Sell |
1,597,428
-52,256
| -3% | -$24.7M | 0.54% | 32 |
|
|
2022
Q4 | $875M | Sell |
1,649,684
-16,488
| -1% | -$8.74M | 0.66% | 20 |
|
|
2022
Q3 | $841M | Buy |
1,666,172
+37,010
| +2% | +$18.7M | 0.67% | 23 |
|
|
2022
Q2 | $837M | Sell |
1,629,162
-21,109
| -1% | -$10.8M | 0.62% | 27 |
|
|
2022
Q1 | $842M | Buy |
1,650,271
+29,989
| +2% | +$15.3M | 0.53% | 34 |
|
|
2021
Q4 | $813M | Sell |
1,620,282
-30,082
| -2% | -$15.1M | 0.49% | 42 |
|
|
2021
Q3 | $645M | Buy |
1,650,364
+278,375
| +20% | +$109M | 0.42% | 49 |
|
|
2021
Q2 | $549M | Sell |
1,371,989
-26,193
| -2% | -$10.5M | 0.36% | 59 |
|
|
2021
Q1 | $520M | Sell |
1,398,182
-82,129
| -6% | -$30.6M | 0.37% | 60 |
|
|
2020
Q4 | $519M | Sell |
1,480,311
-12,769
| -0.9% | -$4.48M | 0.38% | 62 |
|
|
2020
Q3 | $465M | Sell |
1,493,080
-97,310
| -6% | -$30.3M | 0.39% | 57 |
|
|
2020
Q2 | $469M | Buy |
1,590,390
+3,741
| +0.2% | +$1.1M | 0.41% | 52 |
|
|
2020
Q1 | $396M | Sell |
1,586,649
-13,770
| -0.9% | -$3.43M | 0.44% | 50 |
|
|
2019
Q4 | $470M | Buy |
1,600,419
+31,915
| +2% | +$9.38M | 0.39% | 52 |
|
|
2019
Q3 | $341M | Sell |
1,568,504
-25,628
| -2% | -$5.57M | 0.3% | 85 |
|
|
2019
Q2 | $389M | Sell |
1,594,132
-197,434
| -11% | -$48.2M | 0.35% | 67 |
|
|
2019
Q1 | $443M | Sell |
1,791,566
-31,842
| -2% | -$7.87M | 0.41% | 44 |
|
|
2018
Q4 | $454M | Sell |
1,823,408
-23,361
| -1% | -$5.82M | 0.48% | 34 |
|
|
2018
Q3 | $491M | Sell |
1,846,769
-12,549
| -0.7% | -$3.34M | 0.43% | 35 |
|
|
2018
Q2 | $456M | Sell |
1,859,318
-86,306
| -4% | -$21.2M | 0.42% | 47 |
|
|
2018
Q1 | $416M | Buy |
1,945,624
+119,386
| +7% | +$25.5M | 0.4% | 47 |
|
|
2017
Q4 | $403M | Buy |
1,826,238
+225,714
| +14% | +$49.8M | 0.37% | 52 |
|
|
2017
Q3 | $313M | Sell |
1,600,524
-83,550
| -5% | -$16.4M | 0.3% | 72 |
|
|
2017
Q2 | $312M | Sell |
1,684,074
-50,069
| -3% | -$9.28M | 0.31% | 66 |
|
|
2017
Q1 | $284M | Buy |
1,734,143
+40,056
| +2% | +$6.57M | 0.34% | 64 |
|
|
2016
Q4 | $271M | Buy |
1,694,087
+36,976
| +2% | +$5.92M | 0.34% | 64 |
|
|
2016
Q3 | $232M | Buy |
1,657,111
+38,017
| +2% | +$5.32M | 0.31% | 77 |
|
|
2016
Q2 | $229M | Buy |
1,619,094
+81,304
| +5% | +$11.5M | 0.32% | 74 |
|
|
2016
Q1 | $198M | Buy |
1,537,790
+2,464
| +0.2% | +$318K | 0.29% | 87 |
|
|
2015
Q4 | $181M | Sell |
1,535,326
-333,632
| -18% | -$39.2M | 0.27% | 95 |
|
|
2015
Q3 | $217M | Sell |
1,868,958
-25,334
| -1% | -$2.94M | 0.34% | 62 |
|
|
2015
Q2 | $231M | Buy |
1,894,292
+671,044
| +55% | +$81.9M | 0.34% | 57 |
|
|
2015
Q1 | $145M | Buy |
1,223,248
+28,432
| +2% | +$3.36M | 0.22% | 133 |
|
|
2014
Q4 | $121M | Buy |
1,194,816
+51,571
| +5% | +$5.21M | 0.19% | 145 |
|
|
2014
Q3 | $98.6M | Buy |
1,143,245
+15,060
| +1% | +$1.3M | 0.17% | 167 |
|
|
2014
Q2 | $92.2M | Sell |
1,128,185
-590
| -0.1% | -$48.2K | 0.16% | 177 |
|
|
2014
Q1 | $92.5M | Sell |
1,128,775
-5,594
| -0.5% | -$459K | 0.17% | 171 |
|
|
2013
Q4 | $85.4M | Sell |
1,134,369
-5,641
| -0.5% | -$425K | 0.16% | 174 |
|
|
2013
Q3 | $81.6M | Sell |
1,140,010
-12,073
| -1% | -$865K | 0.17% | 163 |
|
|
2013
Q2 | $75.4M | Buy |
+1,152,083
| New | +$75.4M | 0.17% | 162 |
|