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Oregon Pacific Wealth Management’s UnitedHealth UNH Stock Holding History

Oregon Pacific 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
Q4 		– Sell
-1,083
Closed -$374K – 147
2025
Q3 		$374K Buy
1,083
+59
+6% +$17.8K 0.32% 77
2025
Q2 		$319K Buy
1,024
+211
+26% +$80.6K 0.3% 88
2025
Q1 		$426K Sell
813
-26
-3% -$13.3K 0.43% 65
2024
Q4 		$424K Buy
+839
New +$477K 0.42% 65

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Oregon Pacific Wealth Management's UNH Position: Q4 2025 in Review

Oregon Pacific Wealth Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 1,083 shares — an estimated $374K sold.

Oregon Pacific Wealth Management first reported a position in UNH in Q4 2024 and held it in 4 quarters. The position peaked at $426K in Q1 2025. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Oregon Pacific Wealth Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 1,083 UnitedHealth shares in Q4 2025, an estimated $374K.
  • Oregon Pacific Wealth Management first reported a position in UnitedHealth in Q4 2024 and held it in 4 quarters.
  • Oregon Pacific Wealth Management's UnitedHealth position peaked at $426K in Q1 2025.
  • 3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.