Shufro Rose & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.3M | Sell |
4,807
-215
| -4% | -$64K | 0.09% | 104 |
|
|
2025
Q4 | $1.66M | Sell |
5,022
-2,059
| -29% | -$698K | 0.11% | 86 |
|
|
2025
Q3 | $3.71M | Sell |
7,081
-65
| -0.9% | -$19.7K | 0.3% | 57 |
|
|
2025
Q2 | $3.74M | Sell |
7,146
-428
| -6% | -$164K | 0.3% | 58 |
|
|
2025
Q1 | $3.97M | Sell |
7,574
-101
| -1% | -$51.6K | 0.31% | 56 |
|
|
2024
Q4 | $3.88M | Sell |
7,675
-180
| -2% | -$102K | 0.3% | 58 |
|
|
2024
Q3 | $4M | Hold |
7,855
| – | – | 0.32% | 58 |
|
|
2024
Q2 | $4M | Sell |
7,855
-321
| -4% | -$157K | 0.32% | 58 |
|
|
2024
Q1 | $4.04M | Sell |
8,176
-491
| -6% | -$250K | 0.33% | 56 |
|
|
2023
Q4 | $4.37M | Sell |
8,667
-25
| -0.3% | -$13.3K | 0.41% | 50 |
|
|
2023
Q3 | $4.38M | Sell |
8,692
-259
| -3% | -$127K | 0.41% | 50 |
|
|
2023
Q2 | $4.3M | Sell |
8,951
-2,147
| -19% | -$1.05M | 0.39% | 49 |
|
|
2023
Q1 | $5.24M | Sell |
11,098
-24,921
| -69% | -$12M | 0.49% | 46 |
|
|
2022
Q4 | $19.1M | Sell |
36,019
-3,072
| -8% | -$1.63M | 1.61% | 20 |
|
|
2022
Q3 | $19.7M | Sell |
39,091
-97
| -0.2% | -$51K | 1.97% | 13 |
|
|
2022
Q2 | $20.1M | Buy |
39,188
+270
| +0.7% | +$136K | 1.74% | 15 |
|
|
2022
Q1 | $19.8M | Sell |
38,918
-12,617
| -24% | -$6.09M | 1.53% | 19 |
|
|
2021
Q4 | $25.9M | Sell |
51,535
-2,637
| -5% | -$1.19M | 1.87% | 17 |
|
|
2021
Q3 | $21.2M | Sell |
54,172
-499
| -0.9% | -$207K | 1.66% | 16 |
|
|
2021
Q2 | $21.9M | Sell |
54,671
-4,334
| -7% | -$1.73M | 1.65% | 18 |
|
|
2021
Q1 | $22M | Sell |
59,005
-2,079
| -3% | -$720K | 1.74% | 20 |
|
|
2020
Q4 | $21.4M | Sell |
61,084
-5,382
| -8% | -$1.8M | 1.8% | 18 |
|
|
2020
Q3 | $20.7M | Sell |
66,466
-2,157
| -3% | -$663K | 1.99% | 15 |
|
|
2020
Q2 | $20.2M | Sell |
68,623
-1,340
| -2% | -$384K | 2% | 17 |
|
|
2020
Q1 | $17.4M | Sell |
69,963
-3,867
| -5% | -$1.06M | 2.08% | 14 |
|
|
2019
Q4 | $21.7M | Sell |
73,830
-1,073
| -1% | -$281K | 1.96% | 15 |
|
|
2019
Q3 | $16.3M | Sell |
74,903
-679
| -0.9% | -$164K | 1.61% | 18 |
|
|
2019
Q2 | $18.4M | Buy |
75,582
+46,954
| +164% | +$11.3M | 1.8% | 16 |
|
|
2019
Q1 | $7.08M | Sell |
28,628
-345
| -1% | -$88K | 0.71% | 40 |
|
|
2018
Q4 | $7.22M | Sell |
28,973
-1,086
| -4% | -$287K | 0.8% | 35 |
|
|
2018
Q3 | $8M | Sell |
30,059
-6,640
| -18% | -$1.73M | 0.74% | 41 |
|
|
2018
Q2 | $9M | Sell |
36,699
-1,021
| -3% | -$245K | 0.86% | 34 |
|
|
2018
Q1 | $8.07M | Sell |
37,720
-736
| -2% | -$168K | 0.8% | 38 |
|
|
2017
Q4 | $8.48M | Sell |
38,456
-765
| -2% | -$162K | 0.83% | 37 |
|
|
2017
Q3 | $7.68M | Sell |
39,221
-1,105
| -3% | -$213K | 0.77% | 40 |
|
|
2017
Q2 | $7.48M | Sell |
40,326
-483
| -1% | -$84.7K | 0.8% | 39 |
|
|
2017
Q1 | $6.69M | Sell |
40,809
-75,103
| -65% | -$12.3M | 0.72% | 42 |
|
|
2016
Q4 | $18.6M | Sell |
115,912
-7,651
| -6% | -$1.14M | 2.07% | 11 |
|
|
2016
Q3 | $17.3M | Sell |
123,563
-6,128
| -5% | -$858K | 1.93% | 11 |
|
|
2016
Q2 | $18.3M | Sell |
129,691
-3,935
| -3% | -$525K | 2.03% | 11 |
|
|
2016
Q1 | $17.2M | Sell |
133,626
-1,164
| -0.9% | -$138K | 1.92% | 11 |
|
|
2015
Q4 | $15.9M | Sell |
134,790
-5,025
| -4% | -$587K | 1.82% | 11 |
|
|
2015
Q3 | $16.2M | Sell |
139,815
-3,150
| -2% | -$377K | 1.95% | 11 |
|
|
2015
Q2 | $17.4M | Sell |
142,965
-2,410
| -2% | -$285K | 1.85% | 14 |
|
|
2015
Q1 | $17.2M | Sell |
145,375
-8,310
| -5% | -$923K | 1.77% | 16 |
|
|
2014
Q4 | $15.5M | Sell |
153,685
-5,785
| -4% | -$548K | 1.58% | 16 |
|
|
2014
Q3 | $13.8M | Sell |
159,470
-1,545
| -1% | -$131K | 1.43% | 17 |
|
|
2014
Q2 | $13.2M | Sell |
161,015
-1,115
| -0.7% | -$87.7K | 1.35% | 21 |
|
|
2014
Q1 | $13.3M | Sell |
162,130
-4,300
| -3% | -$324K | 1.39% | 19 |
|
|
2013
Q4 | $12.5M | Buy |
166,430
+3,700
| +2% | +$266K | 1.32% | 21 |
|
|
2013
Q3 | $11.7M | Sell |
162,730
-2,610
| -2% | -$187K | 1.33% | 21 |
|
|
2013
Q2 | $10.8M | Buy |
+165,340
| New | +$10.3M | 1.29% | 24 |
|
Other funds holding UNH
VCM
VPM
Shufro Rose & Co's UNH Position: Q1 2026 in Review
Shufro Rose & Co reduced its UnitedHealth (UNH) stake by 4.3% in Q1 2026, selling an estimated $64K and leaving 4,807 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #104.
Shufro Rose & Co first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.9M in Q4 2021. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Shufro Rose & Co held 4,807 shares of UnitedHealth worth $1.3M as of Q1 2026.
- Shufro Rose & Co sold 215 UnitedHealth shares in Q1 2026, an estimated $64K.
- UnitedHealth made up 0.09% of Shufro Rose & Co's portfolio in Q1 2026, its #104 holding.
- Shufro Rose & Co first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Shufro Rose & Co's UnitedHealth position peaked at $25.9M in Q4 2021.
- 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.