Whalerock Point Partners’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 | $2.57M | Sell |
9,498
-1,115
| -11% | -$332K | 0.5% | 40 |
|
|
2025
Q4 | $3.5M | Sell |
10,613
-320
| -3% | -$108K | 0.67% | 32 |
|
|
2025
Q3 | $3.78M | Sell |
10,933
-2,406
| -18% | -$728K | 0.77% | 30 |
|
|
2025
Q2 | $4.16M | Sell |
13,339
-233
| -2% | -$89.1K | 0.9% | 26 |
|
|
2025
Q1 | $7.11M | Buy |
13,572
+350
| +3% | +$179K | 1.69% | 14 |
|
|
2024
Q4 | $6.69M | Buy |
13,222
+208
| +2% | +$118K | 1.55% | 15 |
|
|
2024
Q3 | $7.61M | Buy |
13,014
+572
| +5% | +$324K | 1.81% | 13 |
|
|
2024
Q2 | $6.34M | Buy |
12,442
+352
| +3% | +$173K | 1.7% | 14 |
|
|
2024
Q1 | $5.98M | Buy |
12,090
+560
| +5% | +$285K | 1.63% | 14 |
|
|
2023
Q4 | $6.07M | Sell |
11,530
-229
| -2% | -$122K | 1.88% | 12 |
|
|
2023
Q3 | $5.93M | Buy |
11,759
+379
| +3% | +$187K | 2.05% | 12 |
|
|
2023
Q2 | $5.47M | Buy |
11,380
+846
| +8% | +$414K | 1.86% | 13 |
|
|
2023
Q1 | $4.98M | Buy |
10,534
+630
| +6% | +$304K | 1.85% | 13 |
|
|
2022
Q4 | $5.25M | Sell |
9,904
-161
| -2% | -$85.3K | 2.13% | 12 |
|
|
2022
Q3 | $5.08M | Buy |
10,065
+375
| +4% | +$197K | 2.23% | 11 |
|
|
2022
Q2 | $4.98M | Buy |
9,690
+270
| +3% | +$136K | 2.1% | 14 |
|
|
2022
Q1 | $4.8M | Buy |
9,420
+200
| +2% | +$96.5K | 1.7% | 16 |
|
|
2021
Q4 | $4.63M | Buy |
9,220
+40
| +0.4% | +$18.1K | 1.59% | 20 |
|
|
2021
Q3 | $3.59M | Buy |
9,180
+140
| +2% | +$58K | 1.39% | 24 |
|
|
2021
Q2 | $3.62M | Buy |
9,040
+1
| +0% | +$399 | 1.39% | 25 |
|
|
2021
Q1 | $3.36M | Sell |
9,039
-450
| -5% | -$156K | 1.48% | 23 |
|
|
2020
Q4 | $3.33M | Buy |
9,489
+6,508
| +218% | +$2.18M | 1.58% | 22 |
|
|
2020
Q3 | $2.98M | Sell |
2,981
-6,631
| -69% | -$2.04M | 1.64% | 22 |
|
|
2020
Q2 | $2.83M | Buy |
9,612
+382
| +4% | +$109K | 1.67% | 19 |
|
|
2020
Q1 | $2.3M | Sell |
9,230
-189
| -2% | -$52K | 1.65% | 18 |
|
|
2019
Q4 | $2.77M | Buy |
9,419
+122
| +1% | +$31.9K | 1.47% | 18 |
|
|
2019
Q3 | $2.02M | Buy |
9,297
+1,236
| +15% | +$298K | 1.09% | 27 |
|
|
2019
Q2 | $1.97M | Buy |
8,061
+2,115
| +36% | +$509K | 1.12% | 27 |
|
|
2019
Q1 | $1.47M | Buy |
5,946
+100
| +2% | +$25.5K | 0.96% | 32 |
|
|
2018
Q4 | $1.46M | Buy |
5,846
+15
| +0.3% | +$3.96K | 1.35% | 22 |
|
|
2018
Q3 | $1.55M | Buy |
5,831
+3,405
| +140% | +$886K | 1.13% | 26 |
|
|
2018
Q2 | $595K | Hold |
2,426
| – | – | 0.48% | 59 |
|
|
2018
Q1 | $519K | Buy |
2,426
+143
| +6% | +$32.7K | 0.17% | 103 |
|
|
2017
Q4 | $503K | Buy |
2,283
+97
| +4% | +$20.6K | 0.16% | 105 |
|
|
2017
Q3 | $428K | Hold |
2,186
| – | – | 0.15% | 95 |
|
|
2017
Q2 | $406K | Hold |
2,186
| – | – | 0.15% | 100 |
|
|
2017
Q1 | $358K | Buy |
2,186
+126
| +6% | +$20.6K | 0.13% | 102 |
|
|
2016
Q4 | $329K | Hold |
2,060
| – | – | 0.13% | 100 |
|
|
2016
Q3 | $288K | Buy |
+2,060
| New | +$289K | 0.12% | 111 |
|
|
2016
Q1 | $261K | Sell |
2,030
-280
| -12% | -$33.1K | 0.11% | 120 |
|
|
2015
Q4 | $271K | Sell |
2,310
-40
| -2% | -$4.67K | 0.12% | 123 |
|
|
2015
Q3 | $272K | Hold |
2,350
| – | – | 0.12% | 131 |
|
|
2015
Q2 | $286K | Buy |
2,350
+50
| +2% | +$5.92K | 0.12% | 119 |
|
|
2015
Q1 | $272K | Hold |
2,300
| – | – | 0.11% | 126 |
|
|
2014
Q4 | $232K | Buy |
+2,300
| New | +$218K | 0.1% | 126 |
|
Other funds holding UNH
VCM
VPM
