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BTG Pactual Asset Management US’s UnitedHealth UNH Stock Holding History

BTG Pactual Asset Management US’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
-4,640
Closed -$1.45M – 319
2025
Q2 		$1.45M Buy
4,640
+169
+4% +$64.6K 0.16% 106
2025
Q1 		$2.34M Buy
4,471
+798
+22% +$408K 0.25% 91
2024
Q4 		$2.24M Buy
3,673
+609
+20% +$346K 0.23% 99
2024
Q3 		$1.79M Buy
3,064
+28
+0.9% +$15.8K 0.15% 121
2024
Q2 		$1.55M Buy
+3,036
New +$1.49M 0.23% 79

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

BTG Pactual Asset Management US's UNH Position: Q3 2025 in Review

BTG Pactual Asset Management US sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 4,640 shares — an estimated $1.45M sold.

BTG Pactual Asset Management US first reported a position in UNH in Q2 2024 and held it in 5 quarters. The position peaked at $2.34M in Q1 2025. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • BTG Pactual Asset Management US reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • BTG Pactual Asset Management US sold 4,640 UnitedHealth shares in Q3 2025, an estimated $1.45M.
  • BTG Pactual Asset Management US first reported a position in UnitedHealth in Q2 2024 and held it in 5 quarters.
  • BTG Pactual Asset Management US's UnitedHealth position peaked at $2.34M in Q1 2025.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on BTG Pactual Asset Management US's 13F filing for Q3 2025, filed 13 Nov 2025.