Smithbridge Asset Management Inc Unitedhealth Group Inc Transaction History

Smithbridge Asset Management Inc

  • $560 Million
  • Q2 2025

A detailed history of Smithbridge Asset Management Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Smithbridge Asset Management Inc holds 21,462 shares of UNH stock, worth $7.73 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
21,462
Previous 22,068 2.75%
Holding current value
$7.73 Million
Previous $11.6 Million 42.07%
% of portfolio
1.19%
Previous 2.17%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$274.35 - $599.47 $166,256 - $363,278
-606 Reduced 2.75%
21,462 $6.7 Million
Q1 2025

Apr 16, 2025
SELL
$461.52 - $548.18 $166,608 - $197,892
-361 Reduced 1.61%
22,068 $11.6 Million
Q3 2024

Oct 24, 2024
BUY
$488.01 - $604.18 $429,448 - $531,678
880 Added 4.08%
22,429 $13.1 Million
Q2 2024

Jul 19, 2024
SELL
$439.2 - $524.63 $487,951 - $582,863
-1,111 Reduced 4.9%
21,549 $11 Million
Q1 2024

May 03, 2024
SELL
$472.6 - $545.42 $300,101 - $346,341
-635 Reduced 2.73%
22,660 $11.2 Million
Q4 2023

Jan 18, 2024
SELL
$509.47 - $552.97 $115,649 - $125,524
-227 Reduced 0.97%
23,295 $12.3 Million
Q3 2023

Oct 25, 2023
SELL
$447.75 - $510.93 $316,559 - $361,227
-707 Reduced 2.92%
23,522 $11.9 Million
Q2 2023

Jul 20, 2023
BUY
$458.49 - $526.23 $11.1 Million - $12.8 Million
24,229 New
24,229 $11.6 Million
Q2 2023

Jul 18, 2023
BUY
$458.49 - $526.23 $11.2 Million - $12.9 Million
24,472 New
24,472 $13 Million
Q1 2023

Apr 20, 2023
BUY
$460.33 - $518.33 $11.3 Million - $12.7 Million
24,504 New
24,504 $11.6 Million
Q4 2022

Mar 01, 2023
BUY
$498.86 - $555.15 $12.2 Million - $13.6 Million
24,472 New
24,472 $13 Million
Q3 2022

Oct 25, 2022
BUY
$501.24 - $549.95 $128,818 - $141,337
257 Added 1.73%
15,089 $7.62 Million
Q2 2022

Aug 03, 2022
BUY
$452.06 - $546.01 $34,356 - $41,496
76 Added 0.52%
14,832 $7.62 Million
Q1 2022

Apr 25, 2022
BUY
$455.89 - $520.82 $219,738 - $251,035
482 Added 3.38%
14,756 $7.53 Million
Q4 2021

Jan 24, 2022
BUY
$387.01 - $505.58 $5.52 Million - $7.22 Million
14,274 New
14,274 $7.17 Million
Q3 2021

Oct 04, 2021
SELL
$390.74 - $429.71 $57,829 - $63,597
-148 Reduced 1.03%
14,273 $5.58 Million
Q2 2021

Jul 23, 2021
BUY
$364.37 - $420.89 $45,546 - $52,611
125 Added 0.87%
14,421 $5.78 Million
Q1 2021

Apr 06, 2021
BUY
$324.34 - $379.06 $269,526 - $314,998
831 Added 6.17%
14,296 $5.32 Million
Q4 2020

Jan 21, 2021
BUY
$303.68 - $356.82 $34,923 - $41,034
115 Added 0.86%
13,465 $4.72 Million
Q3 2020

Oct 29, 2020
SELL
$291.16 - $323.7 $62,890 - $69,919
-216 Reduced 1.59%
13,350 $4.16 Million
Q2 2020

Jul 01, 2020
SELL
$229.49 - $311.85 $45,898 - $62,370
-200 Reduced 1.45%
13,566 $4 Million
Q1 2020

Apr 13, 2020
BUY
$194.86 - $305.31 $4,871 - $7,632
25 Added 0.18%
13,766 $3.43 Million
Q4 2019

Jan 09, 2020
SELL
$215.36 - $295.97 $3.24 Million - $4.46 Million
-15,061 Closed
0 $0
Q3 2019

Oct 15, 2019
BUY
$215.26 - $266.65 $63,501 - $78,661
295 Added 2.0%
15,061 $3.27 Million
Q2 2019

Jul 09, 2019
BUY
$216.84 - $252.28 $24,936 - $29,012
115 Added 0.78%
14,766 $3.6 Million
Q1 2019

Apr 03, 2019
BUY
$236.02 - $271.13 $88,507 - $101,673
375 Added 2.63%
14,651 $3.62 Million
Q4 2018

Jan 15, 2019
BUY
$232.94 - $286.33 $6,988 - $8,589
30 Added 0.21%
14,276 $3.56 Million
Q3 2018

Oct 05, 2018
BUY
$246.98 - $269.65 $12,349 - $13,482
50 Added 0.35%
14,246 $3.79 Million
Q2 2018

Jul 18, 2018
SELL
$217.2 - $255.98 $5,430 - $6,399
-25 Reduced 0.18%
14,196 $3.48 Million
Q1 2018

Apr 09, 2018
SELL
$212.55 - $248.47 $129,442 - $151,318
-609 Reduced 4.11%
14,221 $3.04 Million
Q4 2017

Jan 18, 2018
BUY
$192.52 - $228.17 $198,295 - $235,015
1,030 Added 7.46%
14,830 $3.27 Million
Q3 2017

Oct 12, 2017
BUY
$190.82 - $199.75 $2.63 Million - $2.76 Million
13,800
13,800 $2.7 Million

Others Institutions Holding UNH

# of Institutions
3,774
Shares Held
776M
Call Options Held
40.3M
Put Options Held
33.5M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $337B
  • Description
  • UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...
More about UNH
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