Waverton Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180M | Buy |
576,448
+96,030
| +20% | +$29.9M | 2.48% | 20 |
|
|
2025
Q1 | $252M | Buy |
480,418
+41,441
| +9% | +$21.7M | 3.89% | 8 |
|
|
2024
Q4 | $222M | Sell |
438,977
-11,789
| -3% | -$5.97M | 3.54% | 11 |
|
|
2024
Q3 | $264M | Buy |
450,766
+53,565
| +13% | +$31.3M | 4.33% | 5 |
|
|
2024
Q2 | $202M | Buy |
397,201
+37,741
| +10% | +$19.2M | 3.81% | 9 |
|
|
2024
Q1 | $178M | Sell |
359,460
-5,548
| -2% | -$2.74M | 3.69% | 13 |
|
|
2023
Q4 | $192M | Buy |
365,008
+15,806
| +5% | +$8.33M | 4.67% | 5 |
|
|
2023
Q3 | $176M | Buy |
349,202
+67,265
| +24% | +$33.9M | 5.09% | 5 |
|
|
2023
Q2 | $135M | Buy |
281,937
+49,595
| +21% | +$23.8M | 3.85% | 12 |
|
|
2023
Q1 | $110M | Buy |
232,342
+189,684
| +445% | +$89.6M | 3.39% | 15 |
|
|
2022
Q4 | $22.6M | Buy |
42,658
+8,238
| +24% | +$4.37M | 0.83% | 30 |
|
|
2022
Q3 | $17.4M | Buy |
34,420
+17,819
| +107% | +$9M | 0.71% | 29 |
|
|
2022
Q2 | $8.53M | Buy |
+16,601
| New | +$8.53M | 0.33% | 46 |
|
|
2014
Q2 | – | Sell |
-56,920
| Closed | -$4.67M | – | 149 |
|
|
2014
Q1 | $4.67M | Buy |
+56,920
| New | +$4.67M | 0.22% | 81 |
|