UBS AM’s UnitedHealth UNH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.69B | Buy |
8,608,589
+1,165,938
| +16% | +$364M | 0.54% | 27 |
|
2025
Q1 | $3.9B | Sell |
7,442,651
-1,150,067
| -13% | -$602M | 1% | 12 |
|
2024
Q4 | $4.35B | Buy |
8,592,718
+2,301,010
| +37% | +$1.16B | 1.01% | 11 |
|
2024
Q3 | $3.68B | Sell |
6,291,708
-27,830
| -0.4% | -$16.3M | 0.95% | 11 |
|
2024
Q2 | $3.22B | Buy |
6,319,538
+885,242
| +16% | +$451M | 0.92% | 11 |
|
2024
Q1 | $2.69B | Sell |
5,434,296
-407,815
| -7% | -$202M | 0.96% | 12 |
|
2023
Q4 | $3.08B | Buy |
5,842,111
+457,227
| +8% | +$241M | 1.21% | 9 |
|
2023
Q3 | $2.72B | Buy |
5,384,884
+332,008
| +7% | +$167M | 1.22% | 9 |
|
2023
Q2 | $2.39B | Hold |
5,052,876
| – | – | 1.16% | 8 |
|
2023
Q1 | $2.39B | Sell |
5,052,876
-100,614
| -2% | -$47.5M | 1.16% | 8 |
|
2022
Q4 | $2.73B | Buy |
5,153,490
+239,777
| +5% | +$127M | 1.43% | 4 |
|
2022
Q3 | $2.48B | Sell |
4,913,713
-391,381
| -7% | -$198M | 1.39% | 6 |
|
2022
Q2 | $2.72B | Buy |
5,305,094
+57,007
| +1% | +$29.3M | 1.43% | 5 |
|
2022
Q1 | $2.68B | Sell |
5,248,087
-238,244
| -4% | -$121M | 1.15% | 8 |
|
2021
Q4 | $2.75B | Sell |
5,486,331
-246,965
| -4% | -$124M | 1.05% | 9 |
|
2021
Q3 | $2.24B | Buy |
5,733,296
+402,388
| +8% | +$157M | 0.93% | 12 |
|
2021
Q2 | $2.13B | Buy |
5,330,908
+57,644
| +1% | +$23.1M | 0.91% | 11 |
|
2021
Q1 | $1.96B | Buy |
5,273,264
+146,695
| +3% | +$54.6M | 0.87% | 14 |
|
2020
Q4 | $1.8B | Sell |
5,126,569
-4,720
| -0.1% | -$1.66M | 0.84% | 13 |
|
2020
Q3 | $1.6B | Sell |
5,131,289
-43,258
| -0.8% | -$13.5M | 0.86% | 14 |
|
2020
Q2 | $1.53B | Buy |
5,174,547
+55,017
| +1% | +$16.2M | 0.93% | 13 |
|
2020
Q1 | $1.28B | Buy |
5,119,530
+216,735
| +4% | +$54M | 0.92% | 14 |
|
2019
Q4 | $1.44B | Buy |
4,902,795
+130,032
| +3% | +$38.2M | 0.88% | 13 |
|
2019
Q3 | $1.04B | Buy |
4,772,763
+592,790
| +14% | +$129M | 0.7% | 18 |
|
2019
Q2 | $1.02B | Sell |
4,179,973
-137,601
| -3% | -$33.6M | 0.73% | 18 |
|
2019
Q1 | $1.07B | Sell |
4,317,574
-344,875
| -7% | -$85.3M | 0.79% | 16 |
|
2018
Q4 | $1.16B | Buy |
4,662,449
+34,966
| +0.8% | +$8.71M | 1% | 12 |
|
2018
Q3 | $1.23B | Sell |
4,627,483
-33,954
| -0.7% | -$9.03M | 0.92% | 11 |
|
2018
Q2 | $1.14B | Sell |
4,661,437
-7,981
| -0.2% | -$1.96M | 0.88% | 14 |
|
2018
Q1 | $999M | Sell |
4,669,418
-344,146
| -7% | -$73.6M | 0.79% | 17 |
|
2017
Q4 | $1.11B | Buy |
5,013,564
+512,182
| +11% | +$113M | 0.94% | 12 |
|
2017
Q3 | $882M | Sell |
4,501,382
-57,000
| -1% | -$11.2M | 0.8% | 15 |
|
2017
Q2 | $845M | Buy |
4,558,382
+185,484
| +4% | +$34.4M | 0.82% | 14 |
|
2017
Q1 | $717M | Buy |
4,372,898
+255,799
| +6% | +$42M | 0.73% | 19 |
|
2016
Q4 | $659M | Sell |
4,117,099
-469,629
| -10% | -$75.2M | 0.74% | 18 |
|
2016
Q3 | $642M | Buy |
4,586,728
+2,528
| +0.1% | +$354K | 0.69% | 22 |
|
2016
Q2 | $647M | Buy |
4,584,200
+159,543
| +4% | +$22.5M | 0.73% | 20 |
|
2016
Q1 | $570M | Buy |
4,424,657
+508,995
| +13% | +$65.6M | 0.66% | 21 |
|
2015
Q4 | $461M | Sell |
3,915,662
-793,650
| -17% | -$93.4M | 0.53% | 35 |
|
2015
Q3 | $546M | Sell |
4,709,312
-543,750
| -10% | -$63.1M | 0.6% | 31 |
|
2015
Q2 | $641M | Sell |
5,253,062
-2,328
| -0% | -$284K | 0.61% | 29 |
|
2015
Q1 | $622M | Buy |
5,255,390
+262,488
| +5% | +$31M | 0.6% | 27 |
|
2014
Q4 | $505M | Sell |
4,992,902
-30,639
| -0.6% | -$3.1M | 0.48% | 40 |
|
2014
Q3 | $433M | Sell |
5,023,541
-434,458
| -8% | -$37.5M | 0.43% | 49 |
|
2014
Q2 | $446M | Sell |
5,457,999
-576,472
| -10% | -$47.1M | 0.45% | 47 |
|
2014
Q1 | $495M | Sell |
6,034,471
-2,174,708
| -26% | -$178M | 0.53% | 33 |
|
2013
Q4 | $618M | Sell |
8,209,179
-745,993
| -8% | -$56.2M | 0.71% | 20 |
|
2013
Q3 | $641M | Sell |
8,955,172
-1,588,540
| -15% | -$114M | 0.79% | 16 |
|
2013
Q2 | $690M | Buy |
+10,543,712
| New | +$690M | 0.89% | 15 |
|