PCM
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Pennsylvania Capital Management’s UnitedHealth UNH Stock Holding History

Pennsylvania Capital 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
-1,413
Closed -$488K – 117
2025
Q3 		$488K Sell
1,413
-54
-4% -$16.3K 0.14% 73
2025
Q2 		$458K Sell
1,467
-752
-34% -$287K 0.15% 76
2025
Q1 		$1.16M Buy
2,219
+80
+4% +$40.9K 0.43% 33
2024
Q4 		$1.08M Sell
2,139
-16
-0.7% -$9.09K 0.37% 36
2024
Q3 		$1.26M Buy
2,155
+23
+1% +$13K 0.45% 32
2024
Q2 		$1.09M Sell
2,132
-9
-0.4% -$4.41K 0.42% 30
2024
Q1 		$1.06M Sell
2,141
-652
-23% -$331K 0.44% 33
2023
Q4 		$1.47M Sell
2,793
-124
-4% -$66.1K 0.58% 30
2023
Q3 		$1.47M Buy
2,917
+120
+4% +$59.1K 0.61% 31
2023
Q2 		$1.34M Buy
2,797
+12
+0.4% +$5.87K 0.58% 30
2023
Q1 		$1.32M Buy
2,785
+54
+2% +$26.1K 0.64% 27
2022
Q4 		$1.35M Sell
2,731
-38
-1% -$20.1K 0.71% 30
2022
Q3 		$1.4M Buy
2,769
+79
+3% +$41.5K 0.77% 21
2022
Q2 		$1.38M Buy
2,690
+32
+1% +$16.1K 0.73% 20
2022
Q1 		$1.36M Sell
2,658
-4
-0.2% -$1.93K 0.58% 24
2021
Q4 		$1.34M Hold
2,662
– – 0.46% 30
2021
Q3 		$1.2M Hold
2,662
– – 0.53% 27
2021
Q2 		$1.1M Hold
2,662
– – 0.54% 26
2021
Q1 		$990K Hold
2,662
– – 0.58% 27
2020
Q4 		$945K Sell
2,662
-8
-0.3% -$2.68K 0.62% 28
2020
Q3 		$849K Buy
2,670
+685
+35% +$210K 0.66% 25
2020
Q2 		$585K Sell
1,985
-716
-27% -$205K 0.31% 60
2020
Q1 		$620K Buy
+2,701
New +$743K 0.8% 21

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

Pennsylvania Capital Management's UNH Position: Q4 2025 in Review

Pennsylvania Capital Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 1,413 shares — an estimated $488K sold.

Pennsylvania Capital Management first reported a position in UNH in Q1 2020 and held it in 23 quarters. The position peaked at $1.47M in Q3 2023. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Pennsylvania Capital Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Pennsylvania Capital Management sold 1,413 UnitedHealth shares in Q4 2025, an estimated $488K.
  • Pennsylvania Capital Management first reported a position in UnitedHealth in Q1 2020 and held it in 23 quarters.
  • Pennsylvania Capital Management's UnitedHealth position peaked at $1.47M in Q3 2023.
  • 3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Pennsylvania Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.