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Pennington Partners & Co’s UnitedHealth UNH Stock Holding History

Pennington Partners & Co’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
-3,159
Closed -$1.09M – 102
2025
Q3 		$1.09M Buy
+3,159
New +$955K 0.52% 26
2025
Q1 		– Sell
-500
Closed -$253K – 95
2024
Q4 		$253K Buy
+500
New +$284K 0.13% 74

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

Pennington Partners & Co's UNH Position: Q4 2025 in Review

Pennington Partners & Co sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 3,159 shares — an estimated $1.09M sold.

Pennington Partners & Co first reported a position in UNH in Q4 2024 and held it in 2 quarters. The position peaked at $1.09M in Q3 2025. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Pennington Partners & Co reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Pennington Partners & Co sold 3,159 UnitedHealth shares in Q4 2025, an estimated $1.09M.
  • Pennington Partners & Co first reported a position in UnitedHealth in Q4 2024 and held it in 2 quarters.
  • Pennington Partners & Co's UnitedHealth position peaked at $1.09M in Q3 2025.
  • 3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Pennington Partners & Co's 13F filing for Q4 2025, filed 17 Feb 2026.