Winton Group’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 | $10.1M | Buy |
37,155
+35,211
| +1,811% | +$10.5M | 0.35% | 55 |
|
|
2025
Q4 | $642K | Buy |
+1,944
| New | +$659K | 0.02% | 583 |
|
|
2025
Q3 | – | Sell |
-8,000
| Closed | -$2.5M | – | 1043 |
|
|
2025
Q2 | $2.5M | Buy |
8,000
+876
| +12% | +$335K | 0.13% | 212 |
|
|
2025
Q1 | $3.73M | Buy |
7,124
+5,112
| +254% | +$2.61M | 0.23% | 104 |
|
|
2024
Q4 | $1.02M | Buy |
+2,012
| New | +$1.14M | 0.07% | 358 |
|
|
2024
Q3 | – | Sell |
-447
| Closed | -$228K | – | 770 |
|
|
2024
Q2 | $228K | Buy |
+447
| New | +$219K | 0.02% | 520 |
|
|
2023
Q4 | – | Sell |
-8,809
| Closed | -$4.44M | – | 858 |
|
|
2023
Q3 | $4.44M | Buy |
8,809
+2,481
| +39% | +$1.22M | 0.37% | 42 |
|
|
2023
Q2 | $3.04M | Buy |
6,328
+3,177
| +101% | +$1.55M | 0.25% | 79 |
|
|
2023
Q1 | $1.49M | Sell |
3,151
-1,088
| -26% | -$525K | 0.09% | 303 |
|
|
2022
Q4 | $2.25M | Sell |
4,239
-2,092
| -33% | -$1.11M | 0.15% | 178 |
|
|
2022
Q3 | $3.2M | Sell |
6,331
-506
| -7% | -$266K | 0.21% | 95 |
|
|
2022
Q2 | $3.51M | Sell |
6,837
-4,569
| -40% | -$2.29M | 0.19% | 124 |
|
|
2022
Q1 | $5.82M | Buy |
11,406
+4,995
| +78% | +$2.41M | 0.31% | 53 |
|
|
2021
Q4 | $3.22M | Sell |
6,411
-5,190
| -45% | -$2.35M | 0.2% | 98 |
|
|
2021
Q3 | $4.53M | Sell |
11,601
-20
| -0.2% | -$8.28K | 0.25% | 57 |
|
|
2021
Q2 | $4.65M | Buy |
11,621
+10,173
| +703% | +$4.06M | 0.25% | 35 |
|
|
2021
Q1 | $539K | Buy |
+1,448
| New | +$502K | 0.03% | 843 |
|
|
2020
Q4 | – | Sell |
-11,287
| Closed | -$3.52M | – | 1519 |
|
|
2020
Q3 | $3.52M | Sell |
11,287
-15,075
| -57% | -$4.63M | 0.11% | 260 |
|
|
2020
Q2 | $7.78M | Buy |
26,362
+4,018
| +18% | +$1.15M | 0.2% | 88 |
|
|
2020
Q1 | $5.57M | Buy |
22,344
+17,903
| +403% | +$4.93M | 0.15% | 206 |
|
|
2019
Q4 | $1.31M | Buy |
4,441
+1,762
| +66% | +$461K | 0.02% | 966 |
|
|
2019
Q3 | $582K | Sell |
2,679
-13,317
| -83% | -$3.21M | 0.01% | 1033 |
|
|
2019
Q2 | $3.9M | Sell |
15,996
-103,707
| -87% | -$24.9M | 0.08% | 229 |
|
|
2019
Q1 | $29.6M | Buy |
119,703
+10,599
| +10% | +$2.7M | 0.6% | 38 |
|
|
2018
Q4 | $27.2M | Sell |
109,104
-2,561
| -2% | -$677K | 0.59% | 35 |
|
|
2018
Q3 | $29.7M | Buy |
111,665
+15,181
| +16% | +$3.95M | 0.62% | 23 |
|
|
2018
Q2 | $23.7M | Sell |
96,484
-22,328
| -19% | -$5.36M | 0.6% | 18 |
|
|
2018
Q1 | $25.4M | Sell |
118,812
-32,650
| -22% | -$7.46M | 0.72% | 19 |
|
|
2017
Q4 | $33.4M | Sell |
151,462
-6,460
| -4% | -$1.37M | 0.97% | 10 |
|
|
2017
Q3 | $30.9M | Sell |
157,922
-19,241
| -11% | -$3.72M | 0.99% | 17 |
|
|
2017
Q2 | $32.9M | Buy |
177,163
+53,880
| +44% | +$9.45M | 0.97% | 14 |
|
|
2017
Q1 | $20.2M | Buy |
123,283
+91,133
| +283% | +$14.9M | 0.55% | 57 |
|
|
2016
Q4 | $5.14M | Sell |
32,150
-59,761
| -65% | -$8.93M | 0.17% | 169 |
|
|
2016
Q3 | $12.9M | Buy |
91,911
+12,726
| +16% | +$1.78M | 0.22% | 161 |
|
|
2016
Q2 | $11.2M | Sell |
79,185
-185,358
| -70% | -$24.7M | 0.18% | 184 |
|
|
2016
Q1 | $34.1M | Sell |
264,543
-112,452
| -30% | -$13.3M | 0.37% | 114 |
|
|
2015
Q4 | $44.4M | Sell |
376,995
-2,459
| -0.6% | -$287K | 0.39% | 99 |
|
|
2015
Q3 | $44M | Buy |
379,454
+226,019
| +147% | +$27.1M | 0.35% | 104 |
|
|
2015
Q2 | $18.7M | Buy |
153,435
+89,149
| +139% | +$10.5M | 0.17% | 206 |
|
|
2015
Q1 | $7.6M | Sell |
64,286
-138,116
| -68% | -$15.3M | 0.06% | 319 |
|
|
2014
Q4 | $20.5M | Sell |
202,402
-351,925
| -63% | -$33.4M | 0.25% | 154 |
|
|
2014
Q3 | $47.8M | Sell |
554,327
-125,195
| -18% | -$10.6M | 0.34% | 103 |
|
|
2014
Q2 | $55.6M | Buy |
+679,522
| New | +$53.5M | 0.38% | 82 |
|
Other funds holding UNH
VCM
VPM
