VVP
Vulcan Value Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395M | Buy |
1,222,825
+1,069,239
| +696% | +$345M | 6.97% | 4 |
|
|
2025
Q1 | $80.4M | Buy |
153,586
+40,097
| +35% | +$21M | 1.51% | 21 |
|
|
2024
Q4 | $57.4M | Buy |
+113,489
| New | +$57.4M | 0.96% | 23 |
|
|
2024
Q3 | – | Sell |
-167,470
| Closed | -$85.1M | – | 46 |
|
|
2024
Q2 | $85.1M | Sell |
167,470
-11,771
| -7% | -$5.98M | 1.3% | 23 |
|
|
2024
Q1 | $88.6M | Buy |
179,241
+73,997
| +70% | +$36.6M | 1.29% | 22 |
|
|
2023
Q4 | $55.5M | Sell |
105,244
-18,437
| -15% | -$9.72M | 0.81% | 30 |
|
|
2023
Q3 | $62.4M | Buy |
+123,681
| New | +$62.4M | 0.95% | 27 |
|
|
2020
Q1 | – | Sell |
-651
| Closed | -$191K | – | 53 |
|
|
2019
Q4 | $191K | Buy |
+651
| New | +$191K | ﹤0.01% | 51 |
|
|
2017
Q3 | – | Sell |
-579,873
| Closed | -$108M | – | 54 |
|
|
2017
Q2 | $108M | Sell |
579,873
-11,498
| -2% | -$2.13M | 0.96% | 30 |
|
|
2017
Q1 | $97M | Sell |
591,371
-6,123
| -1% | -$1M | 0.84% | 37 |
|
|
2016
Q4 | $95.6M | Sell |
597,494
-331,937
| -36% | -$53.1M | 0.85% | 34 |
|
|
2016
Q3 | $130M | Buy |
+929,431
| New | +$130M | 1.2% | 28 |
|