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Bay Rivers Group’s UnitedHealth UNH Stock Holding History

Bay Rivers Group’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
-5,839
Closed -$1.82M – 93
2025
Q2 		$1.82M Sell
5,839
-450
-7% -$172K 0.83% 36
2025
Q1 		$3.29M Sell
6,289
-321
-5% -$164K 1.73% 23
2024
Q4 		$3.34M Buy
6,610
+1,887
+40% +$1.07M 1.62% 23
2024
Q3 		$2.76M Sell
4,723
-1,780
-27% -$1.01M 1.37% 27
2024
Q2 		$3.31M Buy
6,503
+143
+2% +$70.1K 1.72% 24
2024
Q1 		$3.15M Buy
6,360
+605
+11% +$308K 1.73% 27
2023
Q4 		$3.03M Buy
5,755
+204
+4% +$109K 1.9% 24
2023
Q3 		$2.8M Buy
5,551
+20
+0.4% +$9.84K 2.15% 21
2023
Q2 		$2.66M Sell
5,531
-165
-3% -$80.7K 1.99% 24
2023
Q1 		$2.69M Buy
5,696
+65
+1% +$31.4K 2.35% 18
2022
Q4 		$2.99M Buy
5,631
+312
+6% +$165K 3.02% 13
2022
Q3 		$2.69M Sell
5,319
-211
-4% -$111K 2.68% 14
2022
Q2 		$2.84M Buy
5,530
+267
+5% +$134K 2.53% 15
2022
Q1 		$2.68M Buy
5,263
+369
+8% +$178K 1.93% 20
2021
Q4 		$2.46M Sell
4,894
-278
-5% -$126K 1.5% 27
2021
Q3 		$2.02M Buy
5,172
+306
+6% +$127K 1.37% 26
2021
Q2 		$1.95M Buy
4,866
+126
+3% +$50.2K 1.38% 28
2021
Q1 		$1.76M Sell
4,740
-1,178
-20% -$408K 1.37% 26
2020
Q4 		$2.08M Buy
5,918
+30
+0.5% +$10.1K 1.74% 23
2020
Q3 		$1.84M Buy
5,888
+134
+2% +$41.2K 1.73% 22
2020
Q2 		$1.7M Buy
5,754
+101
+2% +$28.9K 1.76% 23
2020
Q1 		$1.41M Buy
5,653
+291
+5% +$80.1K 2% 18
2019
Q4 		$1.58M Buy
+5,362
New +$1.4M 1.53% 22

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bay Rivers Group's UNH Position: Q3 2025 in Review

Bay Rivers Group sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 5,839 shares — an estimated $1.82M sold.

Bay Rivers Group first reported a position in UNH in Q4 2019 and held it in 23 quarters. The position peaked at $3.34M in Q4 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Bay Rivers Group reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Bay Rivers Group sold 5,839 UnitedHealth shares in Q3 2025, an estimated $1.82M.
  • Bay Rivers Group first reported a position in UnitedHealth in Q4 2019 and held it in 23 quarters.
  • Bay Rivers Group's UnitedHealth position peaked at $3.34M in Q4 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Bay Rivers Group's 13F filing for Q3 2025, filed 8 Oct 2025.