PCA Investment Advisory Services’s UnitedHealth UNH Stock Holding History

PCA Investment Advisory Services’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 Q1	–	Sell	-494	Closed	-$250K	–	133
2024 Q4	$250K	Buy	494 +5	+1%	+$2.84K	0.12%	114
2024 Q3	$286K	Buy	489 +79	+19%	+$44.7K	0.13%	103
2024 Q2	$209K	Buy	+410	New	+$201K	0.11%	131
2023 Q3	–	Sell	-344	Closed	-$165K	–	394
2023 Q2	$165K	Buy	+344	New	+$168K	0.1%	134

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PCA Investment Advisory Services's UNH Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 494 shares — an estimated $250K sold.

PCA Investment Advisory Services first reported a position in UNH in Q2 2023 and held it in 4 quarters. The position peaked at $286K in Q3 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

PCA Investment Advisory Services reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 494 UnitedHealth shares in Q1 2025, an estimated $250K.
PCA Investment Advisory Services first reported a position in UnitedHealth in Q2 2023 and held it in 4 quarters.
PCA Investment Advisory Services's UnitedHealth position peaked at $286K in Q3 2024.
3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.