Route One Investment Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147M | Buy |
470,300
+34,700
| +8% | +$10.8M | 6.42% | 6 |
|
|
2025
Q1 | $228M | Hold |
435,600
| – | – | 9.51% | 5 |
|
|
2024
Q4 | $220M | Hold |
435,600
| – | – | 8.61% | 5 |
|
|
2024
Q3 | $255M | Hold |
435,600
| – | – | 8.93% | 4 |
|
|
2024
Q2 | $222M | Buy |
435,600
+52,350
| +14% | +$26.7M | 7.68% | 4 |
|
|
2024
Q1 | $190M | Buy |
383,250
+99,850
| +35% | +$49.4M | 6.91% | 4 |
|
|
2023
Q4 | $149M | Hold |
283,400
| – | – | 3.02% | 10 |
|
|
2023
Q3 | $143M | Buy |
283,400
+64,150
| +29% | +$32.3M | 4.91% | 11 |
|
|
2023
Q2 | $105M | Hold |
219,250
| – | – | 3.72% | 11 |
|
|
2023
Q1 | $104M | Sell |
219,250
-53,250
| -20% | -$25.2M | 3.85% | 11 |
|
|
2022
Q4 | $144M | Sell |
272,500
-62,400
| -19% | -$33.1M | 6.54% | 7 |
|
|
2022
Q3 | $169M | Sell |
334,900
-39,350
| -11% | -$19.9M | 6.4% | 7 |
|
|
2022
Q2 | $192M | Sell |
374,250
-141,250
| -27% | -$72.6M | 6.96% | 5 |
|
|
2022
Q1 | $263M | Sell |
515,500
-161,350
| -24% | -$82.3M | 8.19% | 5 |
|
|
2021
Q4 | $340M | Sell |
676,850
-157,000
| -19% | -$78.8M | 7.54% | 4 |
|
|
2021
Q3 | $326M | Hold |
833,850
| – | – | 8.38% | 4 |
|
|
2021
Q2 | $334M | Sell |
833,850
-120,300
| -13% | -$48.2M | 8.03% | 4 |
|
|
2021
Q1 | $355M | Sell |
954,150
-72,000
| -7% | -$26.8M | 8.95% | 3 |
|
|
2020
Q4 | $360M | Sell |
1,026,150
-203,250
| -17% | -$71.3M | 10.12% | 3 |
|
|
2020
Q3 | $383M | Sell |
1,229,400
-63,500
| -5% | -$19.8M | 10.06% | 3 |
|
|
2020
Q2 | $381M | Sell |
1,292,900
-55,500
| -4% | -$16.4M | 10.88% | 3 |
|
|
2020
Q1 | $336M | Buy |
1,348,400
+305,200
| +29% | +$76.1M | 11.02% | 3 |
|
|
2019
Q4 | $307M | Hold |
1,043,200
| – | – | 8.66% | 4 |
|
|
2019
Q3 | $227M | Buy |
1,043,200
+120,200
| +13% | +$26.1M | 6.84% | 7 |
|
|
2019
Q2 | $225M | Buy |
+923,000
| New | +$225M | 6.9% | 7 |
|