Q
UNH icon

QVR’s UnitedHealth UNH Stock Holding History

QVR’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-300
Closed -$104K – 178
2025
Q3 		$104K Buy
+300
New +$90.7K 0.01% 101
2023
Q1 		– Sell
-1,900
Closed -$1.01M – 175
2022
Q4 		$1.01M Sell
1,900
-16,400
-90% -$8.69M 0.12% 16
2022
Q3 		$9.25M Sell
18,300
-14,500
-44% -$7.62M 0.76% 16
2022
Q2 		$16.8M Buy
32,800
+7,200
+28% +$3.62M 1.23% 9
2022
Q1 		$13.1M Buy
+25,600
New +$12.3M 0.5% 26
2021
Q4 		– Sell
-9,600
Closed -$3.75M – 289
2021
Q3 		$3.75M Buy
9,600
+3,900
+68% +$1.62M 0.24% 47
2021
Q2 		$2.28M Buy
5,700
+4,000
+235% +$1.59M 0.23% 38
2021
Q1 		$632K Buy
1,700
+100
+6% +$34.6K 0.06% 28
2020
Q4 		$561K Buy
+1,600
New +$536K 0.05% 15

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QVR's UNH Position: Q2 2024 in Review

QVR sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 835 shares — an estimated $413K sold.

QVR first reported a position in UNH in Q1 2021 and held it in 7 quarters. The position peaked at $1.28M in Q2 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • QVR reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • QVR sold 835 UnitedHealth shares in Q2 2024, an estimated $413K.
  • QVR first reported a position in UnitedHealth in Q1 2021 and held it in 7 quarters.
  • QVR's UnitedHealth position peaked at $1.28M in Q2 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on QVR's 13F filing for Q2 2024, filed 29 Jul 2024.