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Alapocas Investment Partners’s UnitedHealth UNH Stock Holding History

Alapocas Investment Partners’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14,737
Closed -$4.6M – 20
2025
Q2 		$4.6M Sell
14,737
-830
-5% -$317K 2.95% 15
2025
Q1 		$8.15M Sell
15,567
-492
-3% -$252K 4.99% 11
2024
Q4 		$8.12M Buy
16,059
+22
+0.1% +$12.5K 4.57% 12
2024
Q3 		$9.38M Buy
16,037
+57
+0.4% +$32.2K 5.51% 11
2024
Q2 		$8.14M Buy
15,980
+671
+4% +$329K 4.84% 13
2024
Q1 		$7.57M Buy
15,309
+327
+2% +$166K 4.51% 13
2023
Q4 		$7.89M Buy
14,982
+99
+0.7% +$52.8K 4.99% 12
2023
Q3 		$7.5M Buy
14,883
+412
+3% +$203K 5.47% 11
2023
Q2 		$6.96M Buy
14,471
+212
+1% +$104K 5.08% 13
2023
Q1 		$6.74M Sell
14,259
-413
-3% -$199K 5.58% 10
2022
Q4 		$7.78M Sell
14,672
-699
-5% -$370K 7.3% 3
2022
Q3 		$7.76M Buy
15,371
+32
+0.2% +$16.8K 7.79% 2
2022
Q2 		$7.88M Buy
15,339
+123
+0.8% +$61.8K 7.83% 4
2022
Q1 		$7.76M Sell
15,216
-1,757
-10% -$847K 6.66% 7
2021
Q4 		$8.52M Buy
+16,973
New +$7.68M 6.54% 7

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alapocas Investment Partners's UNH Position: Q3 2025 in Review

Alapocas Investment Partners sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 14,737 shares — an estimated $4.6M sold.

Alapocas Investment Partners first reported a position in UNH in Q4 2021 and held it in 15 quarters. The position peaked at $9.38M in Q3 2024. 3,164 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Alapocas Investment Partners reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Alapocas Investment Partners sold 14,737 UnitedHealth shares in Q3 2025, an estimated $4.6M.
  • Alapocas Investment Partners first reported a position in UnitedHealth in Q4 2021 and held it in 15 quarters.
  • Alapocas Investment Partners's UnitedHealth position peaked at $9.38M in Q3 2024.
  • 3,164 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Alapocas Investment Partners's 13F filing for Q3 2025, filed 14 Nov 2025.