William Blair & Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $75.8M | Sell |
242,940
-95,137
| -28% | -$29.7M | 0.21% | 109 |
|
2025
Q1 | $177M | Sell |
338,077
-31,832
| -9% | -$16.7M | 0.53% | 50 |
|
2024
Q4 | $187M | Sell |
369,909
-22,845
| -6% | -$11.6M | 0.54% | 50 |
|
2024
Q3 | $230M | Buy |
392,754
+3,014
| +0.8% | +$1.76M | 0.67% | 35 |
|
2024
Q2 | $198M | Buy |
389,740
+6,912
| +2% | +$3.52M | 0.61% | 42 |
|
2024
Q1 | $189M | Buy |
382,828
+3,526
| +0.9% | +$1.74M | 0.59% | 43 |
|
2023
Q4 | $200M | Buy |
379,302
+9,146
| +2% | +$4.82M | 0.68% | 34 |
|
2023
Q3 | $187M | Buy |
370,156
+3,555
| +1% | +$1.79M | 0.72% | 31 |
|
2023
Q2 | $176M | Buy |
366,601
+4,195
| +1% | +$2.02M | 0.65% | 36 |
|
2023
Q1 | $171M | Sell |
362,406
-4,032
| -1% | -$1.91M | 0.68% | 34 |
|
2022
Q4 | $194M | Buy |
366,438
+6,601
| +2% | +$3.5M | 0.84% | 26 |
|
2022
Q3 | $182M | Buy |
359,837
+2,285
| +0.6% | +$1.15M | 0.83% | 22 |
|
2022
Q2 | $184M | Sell |
357,552
-949
| -0.3% | -$487K | 0.81% | 25 |
|
2022
Q1 | $183M | Buy |
358,501
+111
| +0% | +$56.6K | 0.64% | 37 |
|
2021
Q4 | $180M | Buy |
358,390
+13,016
| +4% | +$6.54M | 0.56% | 41 |
|
2021
Q3 | $135M | Buy |
345,374
+1,565
| +0.5% | +$612K | 0.46% | 47 |
|
2021
Q2 | $138M | Buy |
343,809
+10,511
| +3% | +$4.21M | 0.48% | 46 |
|
2021
Q1 | $124M | Buy |
333,298
+2,895
| +0.9% | +$1.08M | 0.47% | 48 |
|
2020
Q4 | $116M | Buy |
330,403
+6,388
| +2% | +$2.24M | 0.42% | 55 |
|
2020
Q3 | $101M | Sell |
324,015
-824
| -0.3% | -$257K | 0.43% | 51 |
|
2020
Q2 | $95.8M | Buy |
324,839
+16,137
| +5% | +$4.76M | 0.46% | 48 |
|
2020
Q1 | $77M | Buy |
308,702
+7,212
| +2% | +$1.8M | 0.48% | 49 |
|
2019
Q4 | $88.6M | Sell |
301,490
-10,035
| -3% | -$2.95M | 0.46% | 53 |
|
2019
Q3 | $67.7M | Sell |
311,525
-9,369
| -3% | -$2.04M | 0.39% | 60 |
|
2019
Q2 | $78.3M | Buy |
320,894
+4,961
| +2% | +$1.21M | 0.45% | 54 |
|
2019
Q1 | $78.1M | Buy |
315,933
+9,838
| +3% | +$2.43M | 0.48% | 52 |
|
2018
Q4 | $76.3M | Buy |
306,095
+46,947
| +18% | +$11.7M | 0.56% | 43 |
|
2018
Q3 | $68.9M | Buy |
259,148
+667
| +0.3% | +$177K | 0.42% | 60 |
|
2018
Q2 | $63.4M | Buy |
258,481
+15,023
| +6% | +$3.69M | 0.43% | 56 |
|
2018
Q1 | $52.1M | Buy |
243,458
+66,606
| +38% | +$14.3M | 0.37% | 66 |
|
2017
Q4 | $39M | Buy |
176,852
+16,610
| +10% | +$3.66M | 0.26% | 97 |
|
2017
Q3 | $31.4M | Buy |
160,242
+25,615
| +19% | +$5.02M | 0.24% | 107 |
|
2017
Q2 | $25M | Buy |
134,627
+27,212
| +25% | +$5.05M | 0.19% | 131 |
|
2017
Q1 | $17.6M | Buy |
107,415
+27,560
| +35% | +$4.53M | 0.14% | 161 |
|
2016
Q4 | $12.8M | Buy |
79,855
+10,950
| +16% | +$1.75M | 0.11% | 188 |
|
2016
Q3 | $9.65M | Buy |
68,905
+19,630
| +40% | +$2.75M | 0.09% | 220 |
|
2016
Q2 | $6.96M | Buy |
49,275
+7,089
| +17% | +$1M | 0.06% | 245 |
|
2016
Q1 | $5.44M | Buy |
42,186
+986
| +2% | +$127K | 0.05% | 277 |
|
2015
Q4 | $4.85M | Sell |
41,200
-8,762
| -18% | -$1.03M | 0.05% | 301 |
|
2015
Q3 | $5.8M | Buy |
49,962
+16,125
| +48% | +$1.87M | 0.05% | 297 |
|
2015
Q2 | $4.13M | Buy |
33,837
+2,061
| +6% | +$251K | 0.01% | 1119 |
|
2015
Q1 | $3.76M | Buy |
31,776
+1,587
| +5% | +$188K | 0.01% | 1125 |
|
2014
Q4 | $3.05M | Buy |
30,189
+4,631
| +18% | +$468K | ﹤0.01% | 1165 |
|
2014
Q3 | $2.2M | Buy |
25,558
+698
| +3% | +$60.2K | ﹤0.01% | 1229 |
|
2014
Q2 | $2.03M | Sell |
24,860
-835
| -3% | -$68.2K | ﹤0.01% | 1234 |
|
2014
Q1 | $2.11M | Sell |
25,695
-2,563
| -9% | -$210K | ﹤0.01% | 1186 |
|
2013
Q4 | $2.13M | Buy |
28,258
+7,117
| +34% | +$536K | ﹤0.01% | 1158 |
|
2013
Q3 | $1.51M | Buy |
21,141
+4,676
| +28% | +$335K | ﹤0.01% | 1220 |
|
2013
Q2 | $1.08M | Buy |
+16,465
| New | +$1.08M | ﹤0.01% | 1243 |
|