Bridgewater Associates (Ray Dalio) — UNH Trade History
Quarter-by-quarter changes in the UNITEDHEALTH GROUP INC position · CUSIP 91324P102
Currently held · 1 QFirst seen: 2016 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | New | 6,197 | 6,197 | — | $2.6M | 0.01% |
| 2026 Q1 | 2026-05-15 | Sold out | — | -6,170 | -100.0% | — | — |
| 2025 Q4 | 2026-02-13 | New | 6,170 | 6,170 | — | $2.0M | 0.01% |
| 2025 Q3 | 2025-11-13 | — | — | — | — | — | — |
| 2025 Q2 | 2025-08-13 | — | — | — | — | — | — |
| 2025 Q1 | 2025-05-14 | — | — | — | — | — | — |
| 2024 Q4 | 2025-02-13 | — | — | — | — | — | — |
| 2024 Q3 | 2024-11-13 | — | — | — | — | — | — |
| 2024 Q2 | 2024-08-14 | — | — | — | — | — | — |
| 2024 Q1 | 2024-05-14 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-14 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-13 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-11 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-12 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-13 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-10 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-11 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-13 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-14 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-12 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-13 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-14 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-12 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-12 | Sold out | — | -21,977 | -100.0% | — | — |
| 2020 Q1 | 2020-05-14 | New | 21,977 | 21,977 | — | $5.5M | 0.11% |
| 2019 Q4 | 2020-02-13 | Sold out | — | -49,256 | -100.0% | — | — |
| 2019 Q3 | 2019-11-13 | Add | 49,256 | 25,789 | +109.9% | $10.7M | 0.09% |
| 2019 Q2 | 2019-08-13 | Add | 23,467 | 9,835 | +72.1% | $5.7M | 0.04% |
| 2019 Q1 | 2019-05-14 | New | 13,632 | 13,632 | — | $3.4M | 0.02% |
| 2018 Q4 | 2019-02-13 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-13 | — | — | — | — | — | — |
| 2018 Q1 | 2018-08-13 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-13 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-13 | Sold out | — | -4,492 | -100.0% | — | — |
| 2017 Q3 | 2017-11-13 | Reduce | 4,492 | -865 | -16.1% | $880.0K | 0.01% |
| 2017 Q2 | 2017-08-10 | Reduce | 5,357 | -16,584 | -75.6% | $993.0K | 0.01% |
| 2017 Q1 | 2017-05-11 | Reduce | 21,941 | -141,959 | -86.6% | $3.6M | 0.04% |
| 2016 Q4 | 2017-02-10 | New | 163,900 | 163,900 | — | $26.2M | 0.25% |
| 2016 Q3 | 2016-11-09 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.