Cascade Investment Group’s UnitedHealth UNH Stock Holding History

Cascade Investment 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	-726	Closed	-$226K	–	152
2025 Q2	$226K	Sell	726 -70	-9%	-$26.8K	0.16%	123
2025 Q1	$417K	Sell	796 -99	-11%	-$50.6K	0.32%	72
2024 Q4	$453K	Sell	895 -15	-2%	-$8.52K	0.32%	66
2024 Q3	$532K	Hold	910	–	–	0.39%	62
2024 Q2	$463K	Sell	910 -25	-3%	-$12.3K	0.36%	67
2024 Q1	$462K	Sell	935 -60	-6%	-$30.5K	0.35%	71
2023 Q4	$524K	Buy	995 +30	+3%	+$16K	0.42%	57
2023 Q3	$486K	Hold	965	–	–	0.46%	52
2023 Q2	$464K	Sell	965 -7	-0.7%	-$3.42K	0.42%	65
2023 Q1	$459K	Buy	972 +1	+0.1%	+$483	0.45%	64
2022 Q4	$515K	Buy	+971	New	+$514K	0.54%	53

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cascade Investment Group's UNH Position: Q3 2025 in Review

Cascade Investment Group sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 726 shares — an estimated $226K sold.

Cascade Investment Group first reported a position in UNH in Q4 2022 and held it in 11 quarters. The position peaked at $532K in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Cascade Investment Group reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Cascade Investment Group sold 726 UnitedHealth shares in Q3 2025, an estimated $226K.
Cascade Investment Group first reported a position in UnitedHealth in Q4 2022 and held it in 11 quarters.
Cascade Investment Group's UnitedHealth position peaked at $532K in Q3 2024.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Cascade Investment Group's 13F filing for Q3 2025, filed 29 Oct 2025.