Waverton Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $250M | Buy |
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|
2025
Q2 | $180M | Buy |
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|
2025
Q1 | $252M | Buy |
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|
2024
Q4 | $222M | Sell |
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|
2024
Q3 | $264M | Buy |
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|
2024
Q2 | $202M | Buy |
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|
2024
Q1 | $178M | Sell |
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|
2023
Q4 | $192M | Buy |
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|
2023
Q3 | $176M | Buy |
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|
2023
Q2 | $135M | Buy |
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|
2023
Q1 | $110M | Buy |
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|
2022
Q4 | $22.6M | Buy |
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|
2022
Q3 | $17.4M | Buy |
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|
2022
Q2 | $8.53M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $4.67M | Buy |
|