WCM 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 | $393M | Buy |
1,271,535
+55,403
| +5% | +$17.1M | 0.9% | 33 |
|
|
2025
Q1 | $628M | Buy |
1,216,132
+4,910
| +0.4% | +$2.53M | 1.61% | 25 |
|
|
2024
Q4 | $615M | Buy |
1,211,222
+6,637
| +0.6% | +$3.37M | 1.45% | 31 |
|
|
2024
Q3 | $701M | Sell |
1,204,585
-12,658
| -1% | -$7.37M | 1.59% | 23 |
|
|
2024
Q2 | $592M | Buy |
1,217,243
+6,695
| +0.6% | +$3.26M | 1.4% | 28 |
|
|
2024
Q1 | $599M | Buy |
1,210,548
+6,381
| +0.5% | +$3.16M | 1.42% | 29 |
|
|
2023
Q4 | $632M | Buy |
1,204,167
+5,713
| +0.5% | +$3M | 1.75% | 19 |
|
|
2023
Q3 | $605M | Buy |
1,198,454
+16,190
| +1% | +$8.18M | 1.78% | 17 |
|
|
2023
Q2 | $568M | Sell |
1,182,264
-7,996
| -0.7% | -$3.84M | 1.7% | 20 |
|
|
2023
Q1 | $563M | Sell |
1,190,260
-53,737
| -4% | -$25.4M | 1.8% | 17 |
|
|
2022
Q4 | $660M | Buy |
1,243,997
+67,983
| +6% | +$36M | 2.2% | 15 |
|
|
2022
Q3 | $598M | Buy |
1,176,014
+371,472
| +46% | +$189M | 2.15% | 14 |
|
|
2022
Q2 | $415M | Buy |
+804,542
| New | +$415M | 1.49% | 18 |
|