Rockefeller 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 | $105M | Sell |
335,344
-43,570
| -11% | -$13.6M | 0.23% | 90 |
|
|
2025
Q1 | $198M | Sell |
378,914
-18,148
| -5% | -$9.51M | 0.49% | 30 |
|
|
2024
Q4 | $201M | Buy |
397,062
+65,648
| +20% | +$33.2M | 0.52% | 25 |
|
|
2024
Q3 | $194M | Sell |
331,414
-30,110
| -8% | -$17.6M | 0.52% | 25 |
|
|
2024
Q2 | $184M | Buy |
361,524
+3,218
| +0.9% | +$1.64M | 0.52% | 27 |
|
|
2024
Q1 | $177M | Buy |
358,306
+1,561
| +0.4% | +$772K | 0.52% | 27 |
|
|
2023
Q4 | $188M | Buy |
356,745
+13,385
| +4% | +$7.05M | 0.63% | 25 |
|
|
2023
Q3 | $173M | Buy |
343,360
+6,927
| +2% | +$3.49M | 0.67% | 21 |
|
|
2023
Q2 | $162M | Buy |
336,433
+15,918
| +5% | +$7.65M | 0.63% | 21 |
|
|
2023
Q1 | $151M | Buy |
320,515
+19,578
| +7% | +$9.25M | 0.65% | 20 |
|
|
2022
Q4 | $160M | Buy |
300,937
+16,425
| +6% | +$8.71M | 0.8% | 15 |
|
|
2022
Q3 | $144M | Buy |
284,512
+47,531
| +20% | +$24M | 0.74% | 14 |
|
|
2022
Q2 | $122M | Buy |
236,981
+4,368
| +2% | +$2.24M | 0.65% | 22 |
|
|
2022
Q1 | $119M | Buy |
232,613
+23,551
| +11% | +$12M | 0.57% | 28 |
|
|
2021
Q4 | $105M | Buy |
209,062
+1,202
| +0.6% | +$604K | 0.49% | 38 |
|
|
2021
Q3 | $81.2M | Buy |
207,860
+14,126
| +7% | +$5.52M | 0.43% | 46 |
|
|
2021
Q2 | $77.6M | Buy |
193,734
+20,893
| +12% | +$8.37M | 0.44% | 43 |
|
|
2021
Q1 | $64.3M | Buy |
172,841
+16,765
| +11% | +$6.24M | 0.44% | 44 |
|
|
2020
Q4 | $54.7M | Buy |
156,076
+4,890
| +3% | +$1.71M | 0.41% | 53 |
|
|
2020
Q3 | $47.1M | Buy |
151,186
+6,594
| +5% | +$2.06M | 0.44% | 48 |
|
|
2020
Q2 | $42.6M | Buy |
144,592
+11,390
| +9% | +$3.36M | 0.45% | 46 |
|
|
2020
Q1 | $33.2M | Buy |
133,202
+65,033
| +95% | +$16.2M | 0.44% | 44 |
|
|
2019
Q4 | $20M | Buy |
68,169
+5,558
| +9% | +$1.63M | 0.25% | 93 |
|
|
2019
Q3 | $13.6M | Buy |
62,611
+19,049
| +44% | +$4.14M | 0.18% | 109 |
|
|
2019
Q2 | $10.6M | Buy |
43,562
+3,201
| +8% | +$781K | 0.15% | 116 |
|
|
2019
Q1 | $9.98M | Buy |
40,361
+13,074
| +48% | +$3.23M | 0.14% | 119 |
|
|
2018
Q4 | $6.8M | Sell |
27,287
-7,946
| -23% | -$1.98M | 0.12% | 122 |
|
|
2018
Q3 | $9.37M | Sell |
35,233
-86
| -0.2% | -$22.9K | 0.14% | 108 |
|
|
2018
Q2 | $8.67M | Buy |
35,319
+211
| +0.6% | +$51.8K | 0.14% | 108 |
|
|
2018
Q1 | $7.51M | Buy |
+35,108
| New | +$7.51M | 0.12% | 118 |
|