Wellington Management Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.55B | Sell |
24,213,314
-1,634,626
| -6% | -$510M | 1.37% | 9 |
|
|
2025
Q1 | $13.5B | Buy |
25,847,940
+2,486,839
| +11% | +$1.3B | 2.6% | 4 |
|
|
2024
Q4 | $11.8B | Sell |
23,361,101
-1,503,902
| -6% | -$761M | 2.16% | 6 |
|
|
2024
Q3 | $14.5B | Sell |
24,865,003
-1,018,506
| -4% | -$596M | 2.55% | 4 |
|
|
2024
Q2 | $13.2B | Buy |
25,883,509
+1,600,285
| +7% | +$815M | 2.35% | 5 |
|
|
2024
Q1 | $12B | Sell |
24,283,224
-109,482
| -0.4% | -$54.2M | 2.13% | 3 |
|
|
2023
Q4 | $12.8B | Sell |
24,392,706
-827,528
| -3% | -$436M | 2.39% | 2 |
|
|
2023
Q3 | $12.7B | Buy |
25,220,234
+527,526
| +2% | +$266M | 2.55% | 2 |
|
|
2023
Q2 | $11.9B | Buy |
24,692,708
+613,568
| +3% | +$295M | 2.25% | 3 |
|
|
2023
Q1 | $11.4B | Buy |
24,079,140
+140,312
| +0.6% | +$66.3M | 2.26% | 2 |
|
|
2022
Q4 | $12.7B | Sell |
23,938,828
-1,273,138
| -5% | -$675M | 2.55% | 2 |
|
|
2022
Q3 | $12.7B | Sell |
25,211,966
-1,326,641
| -5% | -$670M | 2.71% | 2 |
|
|
2022
Q2 | $13.6B | Sell |
26,538,607
-1,456,970
| -5% | -$748M | 2.75% | 2 |
|
|
2022
Q1 | $14.3B | Sell |
27,995,577
-1,040,570
| -4% | -$531M | 2.44% | 2 |
|
|
2021
Q4 | $14.6B | Sell |
29,036,147
-980,289
| -3% | -$492M | 2.33% | 2 |
|
|
2021
Q3 | $11.7B | Sell |
30,016,436
-475,116
| -2% | -$186M | 1.99% | 3 |
|
|
2021
Q2 | $12.2B | Sell |
30,491,552
-2,915,815
| -9% | -$1.17B | 2.03% | 3 |
|
|
2021
Q1 | $12.4B | Sell |
33,407,367
-370,944
| -1% | -$138M | 2.19% | 2 |
|
|
2020
Q4 | $11.8B | Sell |
33,778,311
-328,769
| -1% | -$115M | 2.18% | 3 |
|
|
2020
Q3 | $10.6B | Buy |
34,107,080
+150,302
| +0.4% | +$46.9M | 2.2% | 3 |
|
|
2020
Q2 | $10B | Buy |
33,956,778
+1,181,100
| +4% | +$348M | 2.23% | 3 |
|
|
2020
Q1 | $8.17B | Buy |
32,775,678
+136,814
| +0.4% | +$34.1M | 2.16% | 2 |
|
|
2019
Q4 | $9.6B | Buy |
32,638,864
+2,268,020
| +7% | +$667M | 2.01% | 2 |
|
|
2019
Q3 | $6.6B | Sell |
30,370,844
-577,868
| -2% | -$126M | 1.49% | 6 |
|
|
2019
Q2 | $7.55B | Buy |
30,948,712
+2,264,182
| +8% | +$552M | 1.67% | 2 |
|
|
2019
Q1 | $7.09B | Sell |
28,684,530
-1,943,474
| -6% | -$481M | 1.61% | 3 |
|
|
2018
Q4 | $7.63B | Sell |
30,628,004
-1,484,549
| -5% | -$370M | 1.91% | 2 |
|
|
2018
Q3 | $8.54B | Sell |
32,112,553
-1,088,515
| -3% | -$290M | 1.8% | 3 |
|
|
2018
Q2 | $8.15B | Sell |
33,201,068
-1,140,046
| -3% | -$280M | 1.81% | 2 |
|
|
2018
Q1 | $7.35B | Buy |
34,341,114
+3,490
| +0% | +$747K | 1.66% | 3 |
|
|
2017
Q4 | $7.57B | Sell |
34,337,624
-870,461
| -2% | -$192M | 1.67% | 3 |
|
|
2017
Q3 | $6.9B | Sell |
35,208,085
-1,639,740
| -4% | -$321M | 1.58% | 3 |
|
|
2017
Q2 | $6.83B | Sell |
36,847,825
-833,046
| -2% | -$154M | 1.61% | 4 |
|
|
2017
Q1 | $6.18B | Sell |
37,680,871
-1,852,660
| -5% | -$304M | 1.49% | 4 |
|
|
2016
Q4 | $6.33B | Sell |
39,533,531
-11,331,071
| -22% | -$1.81B | 1.59% | 4 |
|
|
2016
Q3 | $7.12B | Sell |
50,864,602
-1,784,256
| -3% | -$250M | 1.78% | 4 |
|
|
2016
Q2 | $7.43B | Sell |
52,648,858
-67,985
| -0.1% | -$9.6M | 1.92% | 3 |
|
|
2016
Q1 | $6.8B | Sell |
52,716,843
-1,096,610
| -2% | -$141M | 1.79% | 4 |
|
|
2015
Q4 | $6.33B | Buy |
53,813,453
+1,825,403
| +4% | +$215M | 1.66% | 6 |
|
|
2015
Q3 | $6.03B | Buy |
51,988,050
+6,570,667
| +14% | +$762M | 1.68% | 5 |
|
|
2015
Q2 | $5.54B | Sell |
45,417,383
-1,287,024
| -3% | -$157M | 1.43% | 6 |
|
|
2015
Q1 | $5.52B | Sell |
46,704,407
-2,026,649
| -4% | -$240M | 1.42% | 6 |
|
|
2014
Q4 | $4.93B | Sell |
48,731,056
-1,802,129
| -4% | -$182M | 1.3% | 8 |
|
|
2014
Q3 | $4.36B | Sell |
50,533,185
-658,797
| -1% | -$56.8M | 1.2% | 9 |
|
|
2014
Q2 | $4.18B | Sell |
51,191,982
-2,222,871
| -4% | -$182M | 1.13% | 9 |
|
|
2014
Q1 | $4.38B | Buy |
53,414,853
+3,627,430
| +7% | +$297M | 1.22% | 9 |
|
|
2013
Q4 | $3.75B | Buy |
49,787,423
+304,911
| +0.6% | +$23M | 1.08% | 9 |
|
|
2013
Q3 | $3.54B | Sell |
49,482,512
-937,719
| -2% | -$67.2M | 1.11% | 10 |
|
|
2013
Q2 | $3.3B | Buy |
+50,420,231
| New | +$3.3B | 1.08% | 10 |
|