Rothschild Capital Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-960
| Closed | -$299K | – | 102 |
|
|
2025
Q2 | $299K | Sell |
960
-15,806
| -94% | -$6.04M | 0.08% | 65 |
|
|
2025
Q1 | $8.78M | Sell |
16,766
-500
| -3% | -$256K | 2.3% | 17 |
|
|
2024
Q4 | $8.73M | Buy |
17,266
+1,160
| +7% | +$659K | 2.12% | 17 |
|
|
2024
Q3 | $9.42M | Buy |
16,106
+624
| +4% | +$353K | 2.63% | 14 |
|
|
2024
Q2 | $7.88M | Hold |
15,482
| – | – | 2.25% | 16 |
|
|
2024
Q1 | $7.66M | Sell |
15,482
-55
| -0.4% | -$28K | 2.22% | 18 |
|
|
2023
Q4 | $8.18M | Buy |
15,537
+358
| +2% | +$191K | 2.58% | 18 |
|
|
2023
Q3 | $7.65M | Hold |
15,179
| – | – | 3% | 14 |
|
|
2023
Q2 | $7.3M | Hold |
15,179
| – | – | 2.69% | 15 |
|
|
2023
Q1 | $7.17M | Buy |
15,179
+13
| +0.1% | +$6.27K | 2.94% | 13 |
|
|
2022
Q4 | $8.04M | Buy |
15,166
+3
| +0% | +$1.59K | 3.4% | 13 |
|
|
2022
Q3 | $7.66M | Hold |
15,163
| – | – | 3.52% | 13 |
|
|
2022
Q2 | $7.79M | Hold |
15,163
| – | – | 3.26% | 12 |
|
|
2022
Q1 | $7.73M | Sell |
15,163
-482
| -3% | -$232K | 2.71% | 16 |
|
|
2021
Q4 | $7.86M | Buy |
15,645
+125
| +0.8% | +$56.6K | 2.34% | 18 |
|
|
2021
Q3 | $6.06M | Buy |
15,520
+126
| +0.8% | +$52.2K | 1.94% | 20 |
|
|
2021
Q2 | $6.16M | Sell |
15,394
-304
| -2% | -$121K | 1.97% | 19 |
|
|
2021
Q1 | $5.84M | Sell |
15,698
-48
| -0.3% | -$16.6K | 1.98% | 21 |
|
|
2020
Q4 | $5.52M | Buy |
15,746
+420
| +3% | +$141K | 1.98% | 20 |
|
|
2020
Q3 | $4.78M | Hold |
15,326
| – | – | 1.89% | 20 |
|
|
2020
Q2 | $4.52M | Hold |
15,326
| – | – | 1.89% | 20 |
|
|
2020
Q1 | $3.82M | Hold |
15,326
| – | – | 2.13% | 16 |
|
|
2019
Q4 | $4.51M | Sell |
15,326
-195
| -1% | -$51K | 2.05% | 19 |
|
|
2019
Q3 | $3.37M | Hold |
15,521
| – | – | 1.7% | 21 |
|
|
2019
Q2 | $3.79M | Hold |
15,521
| – | – | 1.85% | 19 |
|
|
2019
Q1 | $3.84M | Sell |
15,521
-63
| -0.4% | -$16.1K | 2.14% | 18 |
|
|
2018
Q4 | $3.88M | Buy |
15,584
+80
| +0.5% | +$21.1K | 2.1% | 16 |
|
|
2018
Q3 | $4.13M | Hold |
15,504
| – | – | 1.83% | 21 |
|
|
2018
Q2 | $3.8M | Hold |
15,504
| – | – | 1.59% | 22 |
|
|
2018
Q1 | $3.32M | Sell |
15,504
-39
| -0.3% | -$8.91K | 1.3% | 27 |
|
|
2017
Q4 | $3.43M | Sell |
15,543
-192
| -1% | -$40.7K | 1.34% | 25 |
|
|
2017
Q3 | $3.08M | Sell |
15,735
-1,519
| -9% | -$293K | 1.33% | 28 |
|
|
2017
Q2 | $3.2M | Hold |
17,254
| – | – | 1.21% | 28 |
|
|
2017
Q1 | $2.83M | Sell |
17,254
-991
| -5% | -$162K | 1.1% | 30 |
|
|
2016
Q4 | $2.92M | Buy |
18,245
+9,915
| +119% | +$1.48M | 1.24% | 28 |
|
|
2016
Q3 | $1.17M | Sell |
8,330
-8,853
| -52% | -$1.24M | 0.42% | 52 |
|
|
2016
Q2 | $2.43M | Buy |
+17,183
| New | +$2.29M | 0.94% | 32 |
|
Other funds holding UNH
Rothschild Capital Partners's UNH Position: Q3 2025 in Review
Rothschild Capital Partners sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 960 shares — an estimated $299K sold.
Rothschild Capital Partners first reported a position in UNH in Q2 2016 and held it in 37 quarters. The position peaked at $9.42M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.
- Rothschild Capital Partners reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
- Rothschild Capital Partners sold 960 UnitedHealth shares in Q3 2025, an estimated $299K.
- Rothschild Capital Partners first reported a position in UnitedHealth in Q2 2016 and held it in 37 quarters.
- Rothschild Capital Partners's UnitedHealth position peaked at $9.42M in Q3 2024.
- 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.
Based on Rothschild Capital Partners's 13F filing for Q3 2025, filed 6 Nov 2025.