Transform Wealth’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 | $1.32M | Sell |
2,512
-7,378
| -75% | -$3.77M | 0.08% | 130 |
|
|
2024
Q4 | $5M | Sell |
9,890
-1,618
| -14% | -$919K | 0.28% | 77 |
|
|
2024
Q3 | $6.73M | Sell |
11,508
-13,779
| -54% | -$7.79M | 0.45% | 62 |
|
|
2024
Q2 | $12.9M | Sell |
25,287
-7,408
| -23% | -$3.63M | 0.97% | 25 |
|
|
2024
Q1 | $16.2M | Sell |
32,695
-2,312
| -7% | -$1.18M | 1.54% | 16 |
|
|
2023
Q4 | $18.4M | Sell |
35,007
-143
| -0.4% | -$76.3K | 1.8% | 10 |
|
|
2023
Q3 | $17.7M | Sell |
35,150
-7,490
| -18% | -$3.69M | 1.87% | 9 |
|
|
2023
Q2 | $20.5M | Sell |
42,640
-166
| -0.4% | -$81.2K | 1.84% | 7 |
|
|
2023
Q1 | $20.2M | Buy |
42,806
+7,544
| +21% | +$3.64M | 1.91% | 9 |
|
|
2022
Q4 | $18.7M | Buy |
35,262
+7,243
| +26% | +$3.84M | 2.1% | 7 |
|
|
2022
Q3 | $14.2M | Buy |
28,019
+146
| +0.5% | +$76.8K | 1.84% | 7 |
|
|
2022
Q2 | $14.3M | Sell |
27,873
-3,184
| -10% | -$1.6M | 2.13% | 8 |
|
|
2022
Q1 | $15.8M | Sell |
31,057
-290
| -0.9% | -$140K | 1.78% | 10 |
|
|
2021
Q4 | $15.7M | Sell |
31,347
-41
| -0.1% | -$18.6K | 1.64% | 14 |
|
|
2021
Q3 | $12.3M | Buy |
31,388
+230
| +0.7% | +$95.3K | 1.41% | 17 |
|
|
2021
Q2 | $12.5M | Buy |
31,158
+13,118
| +73% | +$5.23M | 1.52% | 16 |
|
|
2021
Q1 | $6.71M | Buy |
18,040
+413
| +2% | +$143K | 1.35% | 19 |
|
|
2020
Q4 | $6.18M | Sell |
17,627
-12,988
| -42% | -$4.35M | 1.29% | 21 |
|
|
2020
Q3 | $9.54M | Buy |
30,615
+1,501
| +5% | +$461K | 1.54% | 15 |
|
|
2020
Q2 | $8.59M | Sell |
29,114
-1,134
| -4% | -$325K | 1.47% | 15 |
|
|
2020
Q1 | $7.54M | Buy |
30,248
+1,975
| +7% | +$543K | 1.61% | 11 |
|
|
2019
Q4 | $8.31M | Buy |
28,273
+3,188
| +13% | +$834K | 1.32% | 13 |
|
|
2019
Q3 | $5.45M | Sell |
25,085
-1,191
| -5% | -$287K | 0.97% | 29 |
|
|
2019
Q2 | $6.41M | Sell |
26,276
-10,565
| -29% | -$2.54M | 0.94% | 24 |
|
|
2019
Q1 | $9.11M | Sell |
36,841
-2,684
| -7% | -$684K | 1.69% | 11 |
|
|
2018
Q4 | $9.85M | Sell |
39,525
-150
| -0.4% | -$39.6K | 2.03% | 6 |
|
|
2018
Q3 | $10.6M | Sell |
39,675
-904
| -2% | -$235K | 1.83% | 5 |
|
|
2018
Q2 | $9.96M | Buy |
40,579
+1,800
| +5% | +$432K | 1.8% | 5 |
|
|
2018
Q1 | $8.3M | Sell |
38,779
-308
| -0.8% | -$70.3K | 1.58% | 8 |
|
|
2017
Q4 | $8.62M | Buy |
39,087
+26,950
| +222% | +$5.71M | 1.59% | 8 |
|
|
2017
Q3 | $2.38M | Buy |
+12,137
| New | +$2.34M | 0.83% | 31 |
|
|
2017
Q2 | – | Sell |
-10,897
| Closed | -$1.79M | – | 176 |
|
|
2017
Q1 | $1.79M | Buy |
10,897
+4,719
| +76% | +$773K | 0.67% | 41 |
|
|
2016
Q4 | $989K | Buy |
6,178
+321
| +5% | +$48K | 0.39% | 87 |
|
|
2016
Q3 | $820K | Hold |
5,857
| – | – | 0.35% | 91 |
|
|
2016
Q2 | $827K | Buy |
+5,857
| New | +$781K | 0.35% | 103 |
|
Other funds holding UNH
Transform Wealth's UNH Position: Q1 2025 in Review
Transform Wealth reduced its UnitedHealth (UNH) stake by 75% in Q1 2025, selling an estimated $3.77M and leaving 2,512 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #130.
Transform Wealth first reported a position in UNH in Q2 2016 and has held it in 35 quarters since. The position peaked at $20.5M in Q2 2023. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.
- Transform Wealth held 2,512 shares of UnitedHealth worth $1.32M as of Q1 2025.
- Transform Wealth sold 7,378 UnitedHealth shares in Q1 2025, an estimated $3.77M.
- UnitedHealth made up 0.08% of Transform Wealth's portfolio in Q1 2025, its #130 holding.
- Transform Wealth first reported a position in UnitedHealth in Q2 2016 and has held it in 35 quarters since.
- Transform Wealth's UnitedHealth position peaked at $20.5M in Q2 2023.
- 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.