STALEY CAPITAL ADVISERS’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-790
| Closed | -$400K | – | 190 |
|
|
2024
Q4 | $400K | Hold |
790
| – | – | 0.02% | 143 |
|
|
2024
Q3 | $462K | Sell |
790
-149
| -16% | -$84.3K | 0.02% | 139 |
|
|
2024
Q2 | $478K | Hold |
939
| – | – | 0.02% | 132 |
|
|
2024
Q1 | $465K | Sell |
939
-125
| -12% | -$63.5K | 0.02% | 134 |
|
|
2023
Q4 | $560K | Sell |
1,064
-9
| -0.8% | -$4.8K | 0.03% | 127 |
|
|
2023
Q3 | $541K | Buy |
1,073
+69
| +7% | +$34K | 0.03% | 124 |
|
|
2023
Q2 | $483K | Hold |
1,004
| – | – | 0.03% | 131 |
|
|
2023
Q1 | $474K | Sell |
1,004
-116
| -10% | -$56K | 0.03% | 129 |
|
|
2022
Q4 | $594K | Buy |
1,120
+40
| +4% | +$21.2K | 0.04% | 112 |
|
|
2022
Q3 | $545K | Buy |
1,080
+116
| +12% | +$61K | 0.03% | 113 |
|
|
2022
Q2 | $495K | Hold |
964
| – | – | 0.03% | 117 |
|
|
2022
Q1 | $492K | Sell |
964
-80
| -8% | -$38.6K | 0.02% | 123 |
|
|
2021
Q4 | $524K | Buy |
1,044
+80
| +8% | +$36.2K | 0.03% | 126 |
|
|
2021
Q3 | $377K | Sell |
964
-75
| -7% | -$31.1K | 0.02% | 135 |
|
|
2021
Q2 | $416K | Hold |
1,039
| – | – | 0.02% | 132 |
|
|
2021
Q1 | $387K | Hold |
1,039
| – | – | 0.02% | 137 |
|
|
2020
Q4 | $364K | Hold |
1,039
| – | – | 0.02% | 134 |
|
|
2020
Q3 | $324K | Buy |
1,039
+75
| +8% | +$23K | 0.02% | 129 |
|
|
2020
Q2 | $284K | Buy |
+964
| New | +$276K | 0.02% | 129 |
|
|
2019
Q1 | – | Sell |
-2,765
| Closed | -$689K | – | 178 |
|
|
2018
Q4 | $689K | Hold |
2,765
| – | – | 0.06% | 102 |
|
|
2018
Q3 | $736K | Hold |
2,765
| – | – | 0.05% | 94 |
|
|
2018
Q2 | $678K | Hold |
2,765
| – | – | 0.05% | 93 |
|
|
2018
Q1 | $592K | Hold |
2,765
| – | – | 0.05% | 95 |
|
|
2017
Q4 | $610K | Hold |
2,765
| – | – | 0.05% | 96 |
|
|
2017
Q3 | $542K | Buy |
2,765
+325
| +13% | +$62.8K | 0.04% | 103 |
|
|
2017
Q2 | $452K | Hold |
2,440
| – | – | 0.04% | 107 |
|
|
2017
Q1 | $400K | Hold |
2,440
| – | – | 0.04% | 95 |
|
|
2016
Q4 | $390K | Hold |
2,440
| – | – | 0.04% | 92 |
|
|
2016
Q3 | $342K | Hold |
2,440
| – | – | 0.03% | 98 |
|
|
2016
Q2 | $345K | Hold |
2,440
| – | – | 0.04% | 93 |
|
|
2016
Q1 | $315K | Hold |
2,440
| – | – | 0.03% | 93 |
|
|
2015
Q4 | $287K | Hold |
2,440
| – | – | 0.03% | 103 |
|
|
2015
Q3 | $283K | Hold |
2,440
| – | – | 0.03% | 106 |
|
|
2015
Q2 | $298K | Hold |
2,440
| – | – | 0.03% | 104 |
|
|
2015
Q1 | $289K | Hold |
2,440
| – | – | 0.03% | 102 |
|
|
2014
Q4 | $247K | Hold |
2,440
| – | – | 0.03% | 107 |
|
|
2014
Q3 | $210K | Buy |
+2,440
| New | +$206K | 0.03% | 123 |
|
|
2014
Q2 | – | Sell |
-2,440
| Closed | -$200K | – | 134 |
|
|
2014
Q1 | $200K | Buy |
+2,440
| New | +$184K | 0.03% | 125 |
|
Other funds holding UNH
STALEY CAPITAL ADVISERS's UNH Position: Q1 2025 in Review
STALEY CAPITAL ADVISERS sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 790 shares — an estimated $400K sold.
STALEY CAPITAL ADVISERS first reported a position in UNH in Q1 2014 and held it in 38 quarters. The position peaked at $736K in Q3 2018. 3,613 funds tracked by Wall St. Rank hold UNH as of Q1 2025.
- STALEY CAPITAL ADVISERS reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
- STALEY CAPITAL ADVISERS sold 790 UnitedHealth shares in Q1 2025, an estimated $400K.
- STALEY CAPITAL ADVISERS first reported a position in UnitedHealth in Q1 2014 and held it in 38 quarters.
- STALEY CAPITAL ADVISERS's UnitedHealth position peaked at $736K in Q3 2018.
- 3,613 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.
Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2025, filed 12 May 2025.