Sumitomo Mitsui Trust Group
UNH icon

Sumitomo Mitsui Trust Group’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$891M Buy
2,855,717
+240,664
+9% +$75.1M 0.56% 28
2025
Q1
$1.37B Sell
2,615,053
-4,496
-0.2% -$2.35M 0.97% 14
2024
Q4
$1.33B Buy
2,619,549
+12,322
+0.5% +$6.23M 0.89% 14
2024
Q3
$1.52B Buy
2,607,227
+10,816
+0.4% +$6.32M 1.06% 11
2024
Q2
$1.32B Sell
2,596,411
-124,968
-5% -$63.6M 0.98% 12
2024
Q1
$1.35B Sell
2,721,379
-2,891
-0.1% -$1.43M 0.92% 12
2023
Q4
$1.43B Sell
2,724,270
-54,621
-2% -$28.8M 1.06% 9
2023
Q3
$1.4B Sell
2,778,891
-49,663
-2% -$25M 1.15% 9
2023
Q2
$1.36B Sell
2,828,554
-333,560
-11% -$160M 1.06% 9
2023
Q1
$1.49B Buy
3,162,114
+69,362
+2% +$32.8M 1.11% 9
2022
Q4
$1.64B Sell
3,092,752
-9,883
-0.3% -$5.24M 1.3% 4
2022
Q3
$1.57B Sell
3,102,635
-6,182
-0.2% -$3.12M 1.29% 7
2022
Q2
$1.6B Buy
3,108,817
+56,057
+2% +$28.8M 1.23% 7
2022
Q1
$1.56B Sell
3,052,760
-13,228
-0.4% -$6.75M 1.04% 8
2021
Q4
$1.54B Sell
3,065,988
-134,032
-4% -$67.3M 0.94% 9
2021
Q3
$1.25B Sell
3,200,020
-172,364
-5% -$67.3M 0.78% 15
2021
Q2
$1.35B Sell
3,372,384
-180,510
-5% -$72.3M 0.8% 15
2021
Q1
$1.32B Sell
3,552,894
-75,208
-2% -$28M 0.83% 15
2020
Q4
$1.27B Sell
3,628,102
-457,927
-11% -$161M 0.82% 17
2020
Q3
$1.27B Sell
4,086,029
-301,806
-7% -$94.1M 0.86% 14
2020
Q2
$1.29B Sell
4,387,835
-5,838
-0.1% -$1.72M 0.91% 12
2020
Q1
$1.1B Buy
4,393,673
+304,666
+7% +$76M 0.94% 14
2019
Q4
$1.2B Buy
4,089,007
+35,598
+0.9% +$10.5M 0.94% 14
2019
Q3
$881M Sell
4,053,409
-3,317
-0.1% -$721K 0.77% 25
2019
Q2
$990M Sell
4,056,726
-80,468
-2% -$19.6M 0.88% 15
2019
Q1
$1.02B Buy
4,137,194
+14,511
+0.4% +$3.59M 0.95% 14
2018
Q4
$1.02B Buy
4,122,683
+620,606
+18% +$153M 1.09% 11
2018
Q3
$932M Buy
3,502,077
+14,556
+0.4% +$3.87M 1% 11
2018
Q2
$856M Buy
3,487,521
+205,756
+6% +$50.5M 1% 11
2018
Q1
$702M Buy
3,281,765
+67,783
+2% +$14.5M 0.9% 14
2017
Q4
$709M Buy
3,213,982
+62,840
+2% +$13.9M 0.91% 16
2017
Q3
$617M Sell
3,151,142
-17,109
-0.5% -$3.35M 0.87% 18
2017
Q2
$587M Buy
3,168,251
+72,543
+2% +$13.5M 0.86% 18
2017
Q1
$508M Buy
3,095,708
+27,540
+0.9% +$4.52M 0.78% 24
2016
Q4
$491M Sell
3,068,168
-50,888
-2% -$8.14M 0.8% 22
2016
Q3
$437M Buy
3,119,056
+96,716
+3% +$13.5M 0.72% 28
2016
Q2
$427M Buy
3,022,340
+154,339
+5% +$21.8M 0.74% 27
2016
Q1
$370M Buy
2,868,001
+128,577
+5% +$16.6M 0.65% 33
2015
Q4
$326M Sell
2,739,424
-2,212
-0.1% -$263K 0.58% 35
2015
Q3
$318M Buy
2,741,636
+75,365
+3% +$8.74M 0.62% 32
2015
Q2
$325M Sell
2,666,271
-29,004
-1% -$3.54M 0.58% 33
2015
Q1
$319M Buy
2,695,275
+247,548
+10% +$29.3M 0.58% 34
2014
Q4
$252M Sell
2,447,727
-15,557
-0.6% -$1.6M 0.49% 41
2014
Q3
$212M Sell
2,463,284
-80,149
-3% -$6.91M 0.43% 48
2014
Q2
$208M Sell
2,543,433
-73,978
-3% -$6.05M 0.43% 48
2014
Q1
$215M Sell
2,617,411
-114,621
-4% -$9.4M 0.45% 46
2013
Q4
$204M Sell
2,732,032
-351,241
-11% -$26.3M 0.42% 50
2013
Q3
$221M Sell
3,083,273
-100,537
-3% -$7.2M 0.48% 43
2013
Q2
$208M Buy
+3,183,810
New +$208M 0.47% 41