West Paces Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $871K | Buy |
3,218
+262
| +9% | +$78K | 0.17% | 67 |
|
|
2025
Q4 | $976K | Buy |
2,956
+35
| +1% | +$11.9K | 0.19% | 59 |
|
|
2025
Q3 | $1.01M | Buy |
2,921
+852
| +41% | +$258K | 0.2% | 59 |
|
|
2025
Q2 | $645K | Buy |
2,069
+493
| +31% | +$188K | 0.14% | 74 |
|
|
2025
Q1 | $825K | Buy |
1,576
+12
| +0.8% | +$6.13K | 0.19% | 64 |
|
|
2024
Q4 | $791K | Sell |
1,564
-81
| -5% | -$46K | 0.19% | 61 |
|
|
2024
Q3 | $962K | Buy |
1,645
+3
| +0.2% | +$1.7K | 0.24% | 52 |
|
|
2024
Q2 | $836K | Sell |
1,642
-36
| -2% | -$17.6K | 0.22% | 54 |
|
|
2024
Q1 | $830K | Buy |
1,678
+29
| +2% | +$14.7K | 0.22% | 56 |
|
|
2023
Q4 | $868K | Buy |
1,649
+30
| +2% | +$16K | 0.24% | 50 |
|
|
2023
Q3 | $816K | Sell |
1,619
-192
| -11% | -$94.5K | 0.26% | 48 |
|
|
2023
Q2 | $870K | Buy |
1,811
+3
| +0.2% | +$1.47K | 0.26% | 48 |
|
|
2023
Q1 | $854K | Sell |
1,808
-4
| -0.2% | -$1.93K | 0.27% | 50 |
|
|
2022
Q4 | $961K | Buy |
1,812
+15
| +0.8% | +$7.95K | 0.31% | 49 |
|
|
2022
Q3 | $908K | Buy |
1,797
+6
| +0.3% | +$3.15K | 0.32% | 46 |
|
|
2022
Q2 | $920K | Buy |
1,791
+113
| +7% | +$56.7K | 0.31% | 48 |
|
|
2022
Q1 | $856K | Buy |
1,678
+379
| +29% | +$183K | 0.27% | 57 |
|
|
2021
Q4 | $652K | Buy |
1,299
+18
| +1% | +$8.15K | 0.2% | 72 |
|
|
2021
Q3 | $501K | Buy |
1,281
+171
| +15% | +$70.8K | 0.18% | 80 |
|
|
2021
Q2 | $444K | Sell |
1,110
-8
| -0.7% | -$3.19K | 0.16% | 78 |
|
|
2021
Q1 | $416K | Buy |
1,118
+94
| +9% | +$32.6K | 0.17% | 79 |
|
|
2020
Q4 | $359K | Hold |
1,024
| – | – | 0.16% | 84 |
|
|
2020
Q3 | $319K | Hold |
1,024
| – | – | 0.16% | 86 |
|
|
2020
Q2 | $302K | Sell |
1,024
-7
| -0.7% | -$2.01K | 0.16% | 87 |
|
|
2020
Q1 | $257K | Sell |
1,031
-15
| -1% | -$4.13K | 0.16% | 89 |
|
|
2019
Q4 | $308K | Hold |
1,046
| – | – | 0.17% | 88 |
|
|
2019
Q3 | $227K | Hold |
1,046
| – | – | 0.14% | 101 |
|
|
2019
Q2 | $255K | Hold |
1,046
| – | – | 0.16% | 96 |
|
|
2019
Q1 | $259K | Hold |
1,046
| – | – | 0.18% | 96 |
|
|
2018
Q4 | $261K | Hold |
1,046
| – | – | 0.2% | 94 |
|
|
2018
Q3 | $278K | Hold |
1,046
| – | – | 0.2% | 89 |
|
|
2018
Q2 | $257K | Buy |
1,046
+30
| +3% | +$7.2K | 0.19% | 91 |
|
|
2018
Q1 | $217K | Sell |
1,016
-36
| -3% | -$8.22K | 0.16% | 94 |
|
|
2017
Q4 | $232K | Sell |
1,052
-89
| -8% | -$18.9K | 0.17% | 97 |
|
|
2017
Q3 | $223K | Buy |
1,141
+80
| +8% | +$15.5K | 0.17% | 98 |
|
|
2017
Q2 | $197K | Hold |
1,061
| – | – | 0.16% | 107 |
|
|
2017
Q1 | $174K | Sell |
1,061
-72
| -6% | -$11.8K | 0.14% | 109 |
|
|
2016
Q4 | $181K | Buy |
+1,133
| New | +$169K | 0.17% | 109 |
|
Other funds holding UNH
VCM
VPM
