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Payden & Rygel’s UnitedHealth UNH Stock Holding History

Payden & Rygel’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
-34,600
Closed -$10.8M – 122
2025
Q2 		$10.8M Buy
34,600
+11,820
+52% +$4.52M 0.89% 54
2025
Q1 		$11.9M Sell
22,780
-5,600
-20% -$2.86M 1.03% 48
2024
Q4 		$14.4M Buy
28,380
+23,800
+520% +$13.5M 1.24% 38
2024
Q3 		$2.68M Hold
4,580
– – 0.21% 72
2024
Q2 		$2.33M Sell
4,580
-25,800
-85% -$12.6M 0.19% 72
2024
Q1 		$15M Buy
30,380
+5,600
+23% +$2.85M 0.71% 51
2023
Q4 		$13M Hold
24,780
– – 0.91% 59
2023
Q3 		$12.5M Sell
24,780
-37,050
-60% -$18.2M 0.85% 55
2023
Q2 		$29.7M Sell
61,830
-11,100
-15% -$5.43M 2.1% 3
2023
Q1 		$34.5M Sell
72,930
-22,280
-23% -$10.8M 2.04% 10
2022
Q4 		$50.5M Buy
95,210
+1,100
+1% +$583K 2.69% 1
2022
Q3 		$47.5M Buy
94,110
+2,400
+3% +$1.26M 2.78% 2
2022
Q2 		$47.1M Buy
91,710
+700
+0.8% +$352K 2.83% 2
2022
Q1 		$46.4M Buy
91,010
+34,300
+60% +$16.5M 2.34% 5
2021
Q4 		$28.5M Buy
56,710
+1,110
+2% +$502K 1.32% 33
2021
Q3 		$21.7M Buy
55,600
+7,700
+16% +$3.19M 1.13% 46
2021
Q2 		$19.2M Buy
47,900
+2,000
+4% +$797K 0.91% 67
2021
Q1 		$17.1M Buy
+45,900
New +$15.9M 0.79% 68
2016
Q1 		– Sell
-191
Closed -$22K – 211
2015
Q4 		$22K Buy
+191
New +$22.3K ﹤0.01% 133

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

Payden & Rygel's UNH Position: Q3 2025 in Review

Payden & Rygel sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 34,600 shares — an estimated $10.8M sold.

Payden & Rygel first reported a position in UNH in Q4 2015 and held it in 19 quarters. The position peaked at $50.5M in Q4 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Payden & Rygel reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Payden & Rygel sold 34,600 UnitedHealth shares in Q3 2025, an estimated $10.8M.
  • Payden & Rygel first reported a position in UnitedHealth in Q4 2015 and held it in 19 quarters.
  • Payden & Rygel's UnitedHealth position peaked at $50.5M in Q4 2022.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Payden & Rygel's 13F filing for Q3 2025, filed 10 Nov 2025.