Stonehage Fleming Financial Services’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 | $2.17M | Sell |
8,021
-637
| -7% | -$190K | 0.08% | 51 |
|
|
2025
Q4 | $2.86M | Sell |
8,658
-77
| -0.9% | -$26.1K | 0.09% | 36 |
|
|
2025
Q3 | $3.02M | Sell |
8,735
-375
| -4% | -$113K | 0.09% | 37 |
|
|
2025
Q2 | $2.84M | Sell |
9,110
-243,295
| -96% | -$93M | 0.08% | 36 |
|
|
2025
Q1 | $132M | Sell |
252,405
-15,958
| -6% | -$8.16M | 4.64% | 13 |
|
|
2024
Q4 | $136M | Sell |
268,363
-14,079
| -5% | -$8M | 3.8% | 13 |
|
|
2024
Q3 | $165M | Sell |
282,442
-1,753
| -0.6% | -$992K | 4.36% | 11 |
|
|
2024
Q2 | $145M | Buy |
284,195
+78,849
| +38% | +$38.6M | 3.87% | 12 |
|
|
2024
Q1 | $97M | Sell |
205,346
-32,451
| -14% | -$16.5M | 6.2% | 8 |
|
|
2023
Q4 | $125M | Buy |
237,797
+183,636
| +339% | +$97.9M | 3.66% | 14 |
|
|
2023
Q3 | $27.4M | Sell |
54,161
-144,116
| -73% | -$70.9M | 2.43% | 15 |
|
|
2023
Q2 | $95.3M | Sell |
198,277
-7,069
| -3% | -$3.46M | 3.48% | 15 |
|
|
2023
Q1 | $97M | Buy |
205,346
+196,285
| +2,166% | +$94.7M | 6.2% | 8 |
|
|
2022
Q4 | $4.8M | Sell |
9,061
-3,498
| -28% | -$1.85M | 0.36% | 21 |
|
|
2022
Q3 | $6.37M | Sell |
12,559
-1,096
| -8% | -$576K | 0.49% | 21 |
|
|
2022
Q2 | $7.03M | Buy |
13,655
+281
| +2% | +$141K | 0.28% | 32 |
|
|
2022
Q1 | $6.89M | Hold |
13,374
| – | – | 0.21% | 34 |
|
|
2021
Q4 | $6.73M | Hold |
13,374
| – | – | 0.18% | 33 |
|
|
2021
Q3 | $5.29M | Hold |
13,374
| – | – | 0.16% | 35 |
|
|
2021
Q2 | $5.34M | Sell |
13,374
-302
| -2% | -$120K | 0.16% | 37 |
|
|
2021
Q1 | $5.1M | Hold |
13,676
| – | – | 0.17% | 38 |
|
|
2020
Q4 | $4.76M | Sell |
13,676
-130
| -0.9% | -$43.6K | 0.16% | 37 |
|
|
2020
Q3 | $4.25M | Buy |
13,806
+1,796
| +15% | +$552K | 0.16% | 31 |
|
|
2020
Q2 | $3.5M | Sell |
12,010
-700
| -6% | -$201K | 0.24% | 27 |
|
|
2020
Q1 | $3.18M | Sell |
12,710
-503
| -4% | -$138K | 0.16% | 29 |
|
|
2019
Q4 | $3.88M | Buy |
13,213
+395
| +3% | +$103K | 0.17% | 30 |
|
|
2019
Q3 | $2.79M | Hold |
12,818
| – | – | 0.13% | 32 |
|
|
2019
Q2 | $3.13M | Buy |
12,818
+315
| +3% | +$75.8K | 0.15% | 31 |
|
|
2019
Q1 | $3.09K | Buy |
12,503
+700
| +6% | +$179K | 0.14% | 36 |
|
|
2018
Q4 | $2.94M | Hold |
11,803
| – | – | 0.17% | 39 |
|
|
2018
Q3 | $3.14M | Hold |
11,803
| – | – | 0.18% | 37 |
|
|
2018
Q2 | $2.9M | Buy |
11,803
+145
| +1% | +$34.8K | 0.13% | 40 |
|
|
2018
Q1 | $2.5M | Buy |
11,658
+1,071
| +10% | +$245K | 0.16% | 41 |
|
|
2017
Q4 | $2.34M | Buy |
10,587
+3,312
| +46% | +$702K | 0.13% | 48 |
|
|
2017
Q3 | $1.43M | Hold |
7,275
| – | – | 0.07% | 64 |
|
|
2017
Q2 | $1.35M | Sell |
7,275
-4,175
| -36% | -$732K | 0.08% | 67 |
|
|
2017
Q1 | $1.88M | Buy |
11,450
+2,650
| +30% | +$434K | 0.12% | 62 |
|
|
2016
Q4 | $1.41M | Sell |
8,800
-9,153
| -51% | -$1.37M | 0.09% | 102 |
|
|
2016
Q3 | $2.51M | Buy |
17,953
+6,653
| +59% | +$932K | 0.15% | 80 |
|
|
2016
Q2 | $1.6M | Buy |
11,300
+9,240
| +449% | +$1.23M | 0.1% | 90 |
|
|
2016
Q1 | $170K | Buy |
+2,060
| New | +$244K | 0.01% | 213 |
|
Other funds holding UNH
VCM
VPM
