Stifel Financial’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532M | Buy |
1,705,736
+98,231
| +6% | +$30.6M | 0.52% | 38 |
|
|
2025
Q1 | $842M | Sell |
1,607,505
-43,841
| -3% | -$23M | 0.9% | 12 |
|
|
2024
Q4 | $835M | Sell |
1,651,346
-17,207
| -1% | -$8.71M | 0.87% | 13 |
|
|
2024
Q3 | $976M | Sell |
1,668,553
-29,964
| -2% | -$17.5M | 1.02% | 9 |
|
|
2024
Q2 | $865M | Sell |
1,698,517
-23,540
| -1% | -$12M | 0.97% | 11 |
|
|
2024
Q1 | $852M | Buy |
1,722,057
+10,285
| +0.6% | +$5.09M | 0.97% | 11 |
|
|
2023
Q4 | $901M | Sell |
1,711,772
-5,709
| -0.3% | -$3.01M | 1.13% | 7 |
|
|
2023
Q3 | $866M | Sell |
1,717,481
-2,478
| -0.1% | -$1.25M | 1.22% | 4 |
|
|
2023
Q2 | $827M | Sell |
1,719,959
-103,450
| -6% | -$49.7M | 1.13% | 5 |
|
|
2023
Q1 | $862M | Sell |
1,823,409
-150,181
| -8% | -$71M | 1.24% | 3 |
|
|
2022
Q4 | $1.05B | Sell |
1,973,590
-3,378
| -0.2% | -$1.79M | 1.57% | 3 |
|
|
2022
Q3 | $999M | Sell |
1,976,968
-22,734
| -1% | -$11.5M | 1.64% | 3 |
|
|
2022
Q2 | $1.03B | Buy |
1,999,702
+17,645
| +0.9% | +$9.06M | 1.61% | 3 |
|
|
2022
Q1 | $1.01B | Buy |
1,982,057
+20,749
| +1% | +$10.6M | 1.38% | 4 |
|
|
2021
Q4 | $985M | Buy |
1,961,308
+59,576
| +3% | +$29.9M | 1.3% | 6 |
|
|
2021
Q3 | $743M | Buy |
1,901,732
+46,067
| +2% | +$18M | 1.09% | 8 |
|
|
2021
Q2 | $743M | Sell |
1,855,665
-17,183
| -0.9% | -$6.88M | 1.11% | 7 |
|
|
2021
Q1 | $697M | Sell |
1,872,848
-2,037
| -0.1% | -$758K | 1.15% | 6 |
|
|
2020
Q4 | $658M | Buy |
1,874,885
+65,483
| +4% | +$23M | 1.17% | 6 |
|
|
2020
Q3 | $564M | Buy |
1,809,402
+27,377
| +2% | +$8.54M | 1.16% | 7 |
|
|
2020
Q2 | $526M | Buy |
1,782,025
+66,861
| +4% | +$19.7M | 1.21% | 6 |
|
|
2020
Q1 | $425M | Sell |
1,715,164
-25,932
| -1% | -$6.42M | 1.17% | 6 |
|
|
2019
Q4 | $512M | Buy |
1,741,096
+287,859
| +20% | +$84.6M | 1.07% | 6 |
|
|
2019
Q3 | $316M | Buy |
1,453,237
+69,890
| +5% | +$15.2M | 0.81% | 14 |
|
|
2019
Q2 | $337M | Sell |
1,383,347
-105,406
| -7% | -$25.7M | 0.87% | 9 |
|
|
2019
Q1 | $367M | Buy |
1,488,753
+24,760
| +2% | +$6.1M | 1.04% | 6 |
|
|
2018
Q4 | $363M | Buy |
1,463,993
+25,710
| +2% | +$6.38M | 1.17% | 4 |
|
|
2018
Q3 | $383M | Buy |
1,438,283
+23,106
| +2% | +$6.15M | 1.1% | 5 |
|
|
2018
Q2 | $347M | Sell |
1,415,177
-45,686
| -3% | -$11.2M | 1.06% | 5 |
|
|
2018
Q1 | $312M | Buy |
1,460,863
+22,691
| +2% | +$4.85M | 0.99% | 7 |
|
|
2017
Q4 | $317M | Buy |
1,438,172
+3,967
| +0.3% | +$875K | 1.01% | 5 |
|
|
2017
Q3 | $281M | Buy |
1,434,205
+58,381
| +4% | +$11.4M | 0.98% | 7 |
|
|
2017
Q2 | $255M | Buy |
1,375,824
+32,287
| +2% | +$5.98M | 0.94% | 8 |
|
|
2017
Q1 | $220M | Buy |
1,343,537
+141,902
| +12% | +$23.2M | 0.85% | 12 |
|
|
2016
Q4 | $192M | Buy |
1,201,635
+14,644
| +1% | +$2.34M | 0.82% | 16 |
|
|
2016
Q3 | $166M | Buy |
1,186,991
+10,938
| +0.9% | +$1.53M | 0.75% | 19 |
|
|
2016
Q2 | $166M | Buy |
1,176,053
+2,029
| +0.2% | +$286K | 0.77% | 19 |
|
|
2016
Q1 | $151M | Buy |
1,174,024
+33,843
| +3% | +$4.36M | 0.81% | 18 |
|
|
2015
Q4 | $134M | Buy |
1,140,181
+82,370
| +8% | +$9.69M | 0.7% | 19 |
|
|
2015
Q3 | $123M | Buy |
1,057,811
+16,781
| +2% | +$1.95M | 0.69% | 20 |
|
|
2015
Q2 | $127M | Sell |
1,041,030
-15,402
| -1% | -$1.88M | 0.66% | 21 |
|
|
2015
Q1 | $125M | Sell |
1,056,432
-4,276
| -0.4% | -$506K | 0.68% | 16 |
|
|
2014
Q4 | $107M | Buy |
1,060,708
+817,432
| +336% | +$82.7M | 0.6% | 23 |
|
|
2014
Q3 | $21M | Sell |
243,276
-1,138
| -0.5% | -$98.2K | 0.18% | 127 |
|
|
2014
Q2 | $20M | Sell |
244,414
-12,614
| -5% | -$1.03M | 0.18% | 132 |
|
|
2014
Q1 | $21.1M | Buy |
+257,028
| New | +$21.1M | 0.2% | 114 |
|