Vicus Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-479
| Closed | -$251K | – | 279 |
|
|
2025
Q1 | $251K | Sell |
479
-62
| -11% | -$31.7K | 0.02% | 209 |
|
|
2024
Q4 | $274K | Buy |
541
+58
| +12% | +$33K | 0.02% | 190 |
|
|
2024
Q3 | $282K | Sell |
483
-1,521
| -76% | -$860K | 0.03% | 182 |
|
|
2024
Q2 | $1.02M | Buy |
2,004
+191
| +11% | +$93.6K | 0.09% | 99 |
|
|
2024
Q1 | $897K | Buy |
1,813
+1,334
| +278% | +$678K | 0.08% | 103 |
|
|
2023
Q4 | $252K | Sell |
479
-1,460
| -75% | -$779K | 0.03% | 185 |
|
|
2023
Q3 | $977K | Buy |
1,939
+1,415
| +270% | +$696K | 0.1% | 92 |
|
|
2023
Q2 | $252K | Buy |
524
+20
| +4% | +$9.78K | 0.03% | 187 |
|
|
2023
Q1 | $238K | Sell |
504
-81
| -14% | -$39.1K | 0.03% | 186 |
|
|
2022
Q4 | $310K | Sell |
585
-260
| -31% | -$138K | 0.04% | 163 |
|
|
2022
Q3 | $427K | Sell |
845
-9
| -1% | -$4.73K | 0.05% | 143 |
|
|
2022
Q2 | $439K | Buy |
854
+213
| +33% | +$107K | 0.05% | 151 |
|
|
2022
Q1 | $327K | Sell |
641
-57
| -8% | -$27.5K | 0.03% | 178 |
|
|
2021
Q4 | $301K | Buy |
+698
| New | +$316K | 0.03% | 179 |
|
|
2021
Q2 | – | Sell |
-1,545
| Closed | -$575K | – | 239 |
|
|
2021
Q1 | $575K | Buy |
1,545
+95
| +7% | +$32.9K | 0.07% | 139 |
|
|
2020
Q4 | $509K | Buy |
1,450
+212
| +17% | +$71.1K | 0.06% | 136 |
|
|
2020
Q3 | $386K | Buy |
1,238
+226
| +22% | +$69.4K | 0.05% | 144 |
|
|
2020
Q2 | $298K | Buy |
1,012
+148
| +17% | +$42.4K | 0.05% | 161 |
|
|
2020
Q1 | $216K | Sell |
864
-566
| -40% | -$156K | 0.04% | 169 |
|
|
2019
Q4 | $420K | Sell |
1,430
-97
| -6% | -$25.4K | 0.06% | 141 |
|
|
2019
Q3 | $332K | Buy |
1,527
+5
| +0.3% | +$1.21K | 0.05% | 185 |
|
|
2019
Q2 | $371K | Buy |
1,522
+194
| +15% | +$46.7K | 0.05% | 170 |
|
|
2019
Q1 | $328K | Buy |
1,328
+34
| +3% | +$8.67K | 0.05% | 173 |
|
|
2018
Q4 | $322K | Sell |
1,294
-41
| -3% | -$10.8K | 0.06% | 166 |
|
|
2018
Q3 | $355K | Buy |
1,335
+53
| +4% | +$13.8K | 0.06% | 173 |
|
|
2018
Q2 | $314K | Sell |
1,282
-20
| -2% | -$4.8K | 0.05% | 187 |
|
|
2018
Q1 | $279K | Buy |
+1,302
| New | +$297K | 0.05% | 205 |
|
|
2016
Q3 | – | Sell |
-1,429
| Closed | -$202K | – | 226 |
|
|
2016
Q2 | $202K | Buy |
+1,429
| New | +$191K | 0.05% | 185 |
|
Other funds holding UNH
Vicus Capital's UNH Position: Q2 2025 in Review
Vicus Capital sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 479 shares — an estimated $251K sold.
Vicus Capital first reported a position in UNH in Q2 2016 and held it in 28 quarters. The position peaked at $1.02M in Q2 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.
- Vicus Capital reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
- Vicus Capital sold 479 UnitedHealth shares in Q2 2025, an estimated $251K.
- Vicus Capital first reported a position in UnitedHealth in Q2 2016 and held it in 28 quarters.
- Vicus Capital's UnitedHealth position peaked at $1.02M in Q2 2024.
- 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.
Based on Vicus Capital's 13F filing for Q2 2025, filed 18 Jul 2025.