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Northcape Wealth Management’s UnitedHealth UNH Stock Holding History

Northcape Wealth 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
-8,347
Closed -$2.6M – 144
2025
Q2 		$2.6M Buy
8,347
+3,944
+90% +$1.51M 0.79% 40
2025
Q1 		$2.31M Buy
4,403
+58
+1% +$29.6K 0.74% 44
2024
Q4 		$2.2M Buy
4,345
+37
+0.9% +$21K 0.71% 46
2024
Q3 		$2.52M Buy
4,308
+31
+0.7% +$17.5K 0.83% 43
2024
Q2 		$2.18M Buy
4,277
+142
+3% +$69.6K 0.78% 44
2024
Q1 		$2.05M Buy
4,135
+23
+0.6% +$11.7K 0.75% 46
2023
Q4 		$2.16M Sell
4,112
-4
-0.1% -$2.13K 0.78% 47
2023
Q3 		$2.08M Buy
4,116
+47
+1% +$23.1K 0.79% 46
2023
Q2 		$1.96M Buy
4,069
+68
+2% +$33.3K 0.71% 51
2023
Q1 		$1.89M Buy
4,001
+438
+12% +$211K 0.68% 52
2022
Q4 		$1.89M Sell
3,563
-1,753
-33% -$929K 1.05% 44
2022
Q3 		$2.69M Buy
5,316
+544
+11% +$286K 0.96% 37
2022
Q2 		$2.45M Sell
4,772
-628
-12% -$315K 0.94% 35
2022
Q1 		$2.75M Buy
5,400
+657
+14% +$317K 0.8% 42
2021
Q4 		$2.38M Buy
+4,743
New +$2.15M 0.8% 43

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

Northcape Wealth Management's UNH Position: Q3 2025 in Review

Northcape Wealth Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 8,347 shares — an estimated $2.6M sold.

Northcape Wealth Management first reported a position in UNH in Q4 2021 and held it in 15 quarters. The position peaked at $2.75M in Q1 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Northcape Wealth Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Northcape Wealth Management sold 8,347 UnitedHealth shares in Q3 2025, an estimated $2.6M.
  • Northcape Wealth Management first reported a position in UnitedHealth in Q4 2021 and held it in 15 quarters.
  • Northcape Wealth Management's UnitedHealth position peaked at $2.75M in Q1 2022.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Northcape Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.