North Capital’s UnitedHealth UNH Stock Holding History

North 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 Q4	–	Sell	-194	Closed	-$67K	–	659
2025 Q3	$67K	Buy	194 +27	+16%	+$8.17K	0.05%	189
2025 Q2	$52.1K	Sell	167 -43	-20%	-$16.4K	0.04%	210
2025 Q1	$110K	Buy	+210	New	+$107K	0.1%	126

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

North Capital's UNH Position: Q4 2025 in Review

North Capital sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 194 shares — an estimated $67K sold.

North Capital first reported a position in UNH in Q1 2025 and held it in 3 quarters. The position peaked at $110K in Q1 2025. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

North Capital reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
North Capital sold 194 UnitedHealth shares in Q4 2025, an estimated $67K.
North Capital first reported a position in UnitedHealth in Q1 2025 and held it in 3 quarters.
North Capital's UnitedHealth position peaked at $110K in Q1 2025.
3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.