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Copperleaf Capital’s UnitedHealth UNH Stock Holding History

Copperleaf Capital’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
-1,182
Closed -$369K – 128
2025
Q2 		$369K Sell
1,182
-99
-8% -$37.8K 0.19% 84
2025
Q1 		$671K Sell
1,281
-833
-39% -$426K 0.4% 68
2024
Q4 		$1.07M Buy
2,114
+652
+45% +$370K 0.68% 39
2024
Q3 		$855K Sell
1,462
-13
-0.9% -$7.35K 0.65% 51
2024
Q2 		$751K Sell
1,475
-27
-2% -$13.2K 0.6% 52
2024
Q1 		$743K Buy
1,502
+97
+7% +$49.3K 0.64% 48
2023
Q4 		$740K Sell
1,405
-43
-3% -$22.9K 0.75% 44
2023
Q3 		$730K Sell
1,448
-202
-12% -$99.4K 0.79% 40
2023
Q2 		$793K Sell
1,650
-576
-26% -$282K 0.74% 37
2023
Q1 		$1.05M Buy
2,226
+23
+1% +$11.1K 1.05% 32
2022
Q4 		$1.17M Sell
2,203
-1,001
-31% -$530K 1.34% 21
2022
Q3 		$1.62M Buy
3,204
+223
+7% +$117K 1.75% 16
2022
Q2 		$1.53M Buy
2,981
+45
+2% +$22.6K 1.55% 22
2022
Q1 		$1.5M Buy
2,936
+64
+2% +$30.9K 1.33% 25
2021
Q4 		$1.44M Sell
2,872
-205
-7% -$92.8K 1.25% 27
2021
Q3 		$1.2M Buy
3,077
+54
+2% +$22.4K 1.16% 30
2021
Q2 		$1.21M Sell
3,023
-29
-1% -$11.6K 1.18% 28
2021
Q1 		$1.14M Buy
3,052
+253
+9% +$87.7K 1.21% 27
2020
Q4 		$981K Sell
2,799
-204
-7% -$68.4K 0.84% 36
2020
Q3 		$936K Sell
3,003
-10
-0.3% -$3.07K 0.9% 37
2020
Q2 		$889K Sell
3,013
-53
-2% -$15.2K 0.92% 35
2020
Q1 		$765K Sell
3,066
-305
-9% -$83.9K 0.92% 33
2019
Q4 		$991K Buy
+3,371
New +$882K 1% 29

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

Copperleaf Capital's UNH Position: Q3 2025 in Review

Copperleaf Capital sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 1,182 shares — an estimated $369K sold.

Copperleaf Capital first reported a position in UNH in Q4 2019 and held it in 23 quarters. The position peaked at $1.62M in Q3 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Copperleaf Capital reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Copperleaf Capital sold 1,182 UnitedHealth shares in Q3 2025, an estimated $369K.
  • Copperleaf Capital first reported a position in UnitedHealth in Q4 2019 and held it in 23 quarters.
  • Copperleaf Capital's UnitedHealth position peaked at $1.62M in Q3 2022.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.