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NFJ Investment Group’s UnitedHealth UNH Stock Holding History

NFJ 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
-55,927
Closed -$17.4M – 296
2025
Q2 		$17.4M Sell
55,927
-21,256
-28% -$8.12M 0.61% 55
2025
Q1 		$40.4M Sell
77,183
-17,546
-19% -$8.97M 1.36% 18
2024
Q4 		$47.9M Sell
94,729
-1,774
-2% -$1.01M 1.54% 10
2024
Q3 		$56.4M Buy
96,503
+75,906
+369% +$42.9M 1.65% 8
2024
Q2 		$10.5M Buy
+20,597
New +$10.1M 0.32% 93
2022
Q3 		– Sell
-27,816
Closed -$14.3M – 357
2022
Q2 		$14.3M Sell
27,816
-30,063
-52% -$15.1M 0.34% 98
2022
Q1 		$29.5M Sell
57,879
-4,115
-7% -$1.98M 0.6% 48
2021
Q4 		$31.1M Sell
61,994
-3,497
-5% -$1.58M 0.57% 47
2021
Q3 		$25.6M Buy
65,491
+416
+0.6% +$172K 0.5% 59
2021
Q2 		$26.1M Sell
65,075
-4,297
-6% -$1.71M 0.49% 57
2021
Q1 		$25.8M Buy
+69,372
New +$24M 0.52% 53

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

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

NFJ Investment Group sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 55,927 shares — an estimated $17.4M sold.

NFJ Investment Group first reported a position in UNH in Q1 2021 and held it in 11 quarters. The position peaked at $56.4M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • NFJ Investment Group reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • NFJ Investment Group sold 55,927 UnitedHealth shares in Q3 2025, an estimated $17.4M.
  • NFJ Investment Group first reported a position in UnitedHealth in Q1 2021 and held it in 11 quarters.
  • NFJ Investment Group's UnitedHealth position peaked at $56.4M in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on NFJ Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.