Todd Asset Management’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 | $715K | Hold |
2,641
| – | – | 0.01% | 155 |
|
|
2025
Q4 | $872K | Hold |
2,641
| – | – | 0.02% | 152 |
|
|
2025
Q3 | $912K | Hold |
2,641
| – | – | 0.02% | 148 |
|
|
2025
Q2 | $824K | Sell |
2,641
-43,976
| -94% | -$16.8M | 0.02% | 144 |
|
|
2025
Q1 | $24.4M | Sell |
46,617
-10,199
| -18% | -$5.21M | 0.57% | 87 |
|
|
2024
Q4 | $28.7M | Buy |
56,816
+908
| +2% | +$516K | 0.69% | 68 |
|
|
2024
Q3 | $32.7M | Buy |
55,908
+8,438
| +18% | +$4.77M | 0.76% | 61 |
|
|
2024
Q2 | $24.2M | Sell |
47,470
-17,989
| -27% | -$8.82M | 0.5% | 94 |
|
|
2024
Q1 | $32.4M | Sell |
65,459
-5,148
| -7% | -$2.62M | 0.66% | 69 |
|
|
2023
Q4 | $37.2M | Buy |
70,607
+3,760
| +6% | +$2.01M | 0.82% | 35 |
|
|
2023
Q3 | $33.7M | Sell |
66,847
-9,926
| -13% | -$4.88M | 0.8% | 37 |
|
|
2023
Q2 | $36.9M | Sell |
76,773
-11,087
| -13% | -$5.42M | 0.86% | 35 |
|
|
2023
Q1 | $41.5M | Buy |
87,860
+505
| +0.6% | +$244K | 1.01% | 22 |
|
|
2022
Q4 | $46.3M | Sell |
87,355
-694
| -0.8% | -$368K | 1.13% | 16 |
|
|
2022
Q3 | $44.5M | Sell |
88,049
-908
| -1% | -$477K | 1.24% | 12 |
|
|
2022
Q2 | $45.7M | Sell |
88,957
-317
| -0.4% | -$159K | 1.18% | 13 |
|
|
2022
Q1 | $45.5M | Sell |
89,274
-753
| -0.8% | -$363K | 1% | 21 |
|
|
2021
Q4 | $45.2M | Sell |
90,027
-4,526
| -5% | -$2.05M | 0.97% | 29 |
|
|
2021
Q3 | $36.9M | Sell |
94,553
-561
| -0.6% | -$232K | 0.85% | 34 |
|
|
2021
Q2 | $38.1M | Buy |
95,114
+253
| +0.3% | +$101K | 0.86% | 33 |
|
|
2021
Q1 | $35.3M | Sell |
94,861
-295
| -0.3% | -$102K | 0.83% | 36 |
|
|
2020
Q4 | $33.4M | Sell |
95,156
-5,458
| -5% | -$1.83M | 0.85% | 37 |
|
|
2020
Q3 | $31.4M | Buy |
100,614
+167
| +0.2% | +$51.3K | 0.94% | 33 |
|
|
2020
Q2 | $29.6M | Sell |
100,447
-7,868
| -7% | -$2.25M | 0.94% | 27 |
|
|
2020
Q1 | $27M | Sell |
108,315
-14,012
| -11% | -$3.86M | 1.03% | 22 |
|
|
2019
Q4 | $36M | Sell |
122,327
-1,328
| -1% | -$347K | 0.89% | 29 |
|
|
2019
Q3 | $26.9M | Sell |
123,655
-522
| -0.4% | -$126K | 0.74% | 43 |
|
|
2019
Q2 | $30.3M | Sell |
124,177
-75,359
| -38% | -$18.1M | 0.83% | 35 |
|
|
2019
Q1 | $49.3M | Buy |
199,536
+28,293
| +17% | +$7.22M | 1.39% | 9 |
|
|
2018
Q4 | $42.7M | Sell |
171,243
-15,899
| -8% | -$4.2M | 1.36% | 9 |
|
|
2018
Q3 | $49.8M | Sell |
187,142
-48,839
| -21% | -$12.7M | 1.37% | 11 |
|
|
2018
Q2 | $57.9M | Sell |
235,981
-24,671
| -9% | -$5.92M | 1.63% | 5 |
|
|
2018
Q1 | $55.8M | Sell |
260,652
-90,935
| -26% | -$20.8M | 1.54% | 4 |
|
|
2017
Q4 | $77.5M | Buy |
351,587
+62,083
| +21% | +$13.2M | 2.09% | 1 |
|
|
2017
Q3 | $56.7M | Sell |
289,504
-39,799
| -12% | -$7.69M | 1.57% | 6 |
|
|
2017
Q2 | $61.1M | Sell |
329,303
-34,784
| -10% | -$6.1M | 1.74% | 4 |
|
|
2017
Q1 | $59.7M | Sell |
364,087
-19,962
| -5% | -$3.27M | 1.72% | 3 |
|
|
2016
Q4 | $61.5M | Sell |
384,049
-29,770
| -7% | -$4.45M | 1.84% | 2 |
|
|
2016
Q3 | $57.9M | Sell |
413,819
-10,131
| -2% | -$1.42M | 1.75% | 2 |
|
|
2016
Q2 | $59.9M | Sell |
423,950
-123,892
| -23% | -$16.5M | 1.91% | 2 |
|
|
2016
Q1 | $70.6M | Sell |
547,842
-8,038
| -1% | -$951K | 2.1% | 2 |
|
|
2015
Q4 | $65.4M | Sell |
555,880
-23,986
| -4% | -$2.8M | 1.98% | 4 |
|
|
2015
Q3 | $67.3M | Buy |
579,866
+2,377
| +0.4% | +$284K | 2.11% | 3 |
|
|
2015
Q2 | $70.5M | Buy |
577,489
+25,895
| +5% | +$3.06M | 1.92% | 4 |
|
|
2015
Q1 | $65.2M | Sell |
551,594
-3,217
| -0.6% | -$357K | 1.82% | 6 |
|
|
2014
Q4 | $56.1M | Sell |
554,811
-1,197
| -0.2% | -$113K | 1.56% | 12 |
|
|
2014
Q3 | $48M | Sell |
556,008
-25,856
| -4% | -$2.18M | 1.37% | 18 |
|
|
2014
Q2 | $47.6M | Sell |
581,864
-9,715
| -2% | -$764K | 1.35% | 19 |
|
|
2014
Q1 | $48.5M | Sell |
591,579
-41,586
| -7% | -$3.13M | 1.4% | 18 |
|
|
2013
Q4 | $47.7M | Sell |
633,165
-54,471
| -8% | -$3.91M | 1.38% | 23 |
|
|
2013
Q3 | $49.2M | Sell |
687,636
-9,752
| -1% | -$698K | 1.51% | 12 |
|
|
2013
Q2 | $45.7M | Buy |
+697,388
| New | +$43.4M | 1.49% | 18 |
|
Other funds holding UNH
VCM
VPM
Todd Asset Management's UNH Position: Q1 2026 in Review
Todd Asset Management held its UnitedHealth (UNH) position steady in Q1 2026 at 2,641 shares worth $715K. The position accounts for 0.01% of the portfolio, ranked #155.
Todd Asset Management first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $77.5M in Q4 2017. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Todd Asset Management held 2,641 shares of UnitedHealth worth $715K as of Q1 2026.
- Todd Asset Management left its UnitedHealth share count unchanged in Q1 2026.
- UnitedHealth made up 0.01% of Todd Asset Management's portfolio in Q1 2026, its #155 holding.
- Todd Asset Management first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Todd Asset Management's UnitedHealth position peaked at $77.5M in Q4 2017.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Todd Asset Management's 13F filing for Q1 2026, filed 12 May 2026.