HCM
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Highview Capital Management’s UnitedHealth UNH Stock Holding History

Highview Capital Management’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
-2,387
Closed -$745K – 115
2025
Q2 		$745K Sell
2,387
-136
-5% -$52K 0.29% 76
2025
Q1 		$1.32M Sell
2,523
-1,068
-30% -$546K 0.55% 52
2024
Q4 		$1.82M Sell
3,591
-464
-11% -$264K 0.7% 41
2024
Q3 		$2.37M Buy
4,055
+120
+3% +$67.9K 0.96% 30
2024
Q2 		$2M Buy
3,935
+9
+0.2% +$4.41K 0.83% 31
2024
Q1 		$1.94M Buy
3,926
+63
+2% +$32K 0.87% 31
2023
Q4 		$2.03M Buy
3,863
+50
+1% +$26.7K 1.08% 25
2023
Q3 		$1.92M Sell
3,813
-30
-0.8% -$14.8K 1.1% 23
2023
Q2 		$1.85M Buy
3,843
+2
+0.1% +$978 0.99% 26
2023
Q1 		$1.82M Sell
3,841
-305
-7% -$147K 1.05% 23
2022
Q4 		$2.2M Buy
4,146
+54
+1% +$28.6K 1.34% 15
2022
Q3 		$2.07M Buy
4,092
+260
+7% +$137K 1.53% 16
2022
Q2 		$1.97M Buy
3,832
+126
+3% +$63.3K 1.51% 17
2022
Q1 		$1.89M Buy
3,706
+507
+16% +$245K 1.21% 22
2021
Q4 		$1.61M Buy
+3,199
New +$1.45M 1.04% 24

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

Highview Capital Management's UNH Position: Q3 2025 in Review

Highview Capital Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 2,387 shares — an estimated $745K sold.

Highview Capital Management first reported a position in UNH in Q4 2021 and held it in 15 quarters. The position peaked at $2.37M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Highview Capital Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Highview Capital Management sold 2,387 UnitedHealth shares in Q3 2025, an estimated $745K.
  • Highview Capital Management first reported a position in UnitedHealth in Q4 2021 and held it in 15 quarters.
  • Highview Capital Management's UnitedHealth position peaked at $2.37M in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Highview Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.