PFMOSF
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Philadelphia Financial Management of San Francisco’s UnitedHealth UNH Stock Holding History

Philadelphia Financial Management of San Francisco’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
Q2 		– Sell
-18,910
Closed -$9.9M – 80
2025
Q1 		$9.9M Buy
+18,910
New +$9.67M 1.94% 28
2014
Q1 		– Sell
-182,985
Closed -$13.8M – 39
2013
Q4 		$13.8M Buy
+182,985
New +$13.1M 3.43% 11

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's UNH Position: Q2 2025 in Review

Philadelphia Financial Management of San Francisco sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 18,910 shares — an estimated $9.9M sold.

Philadelphia Financial Management of San Francisco first reported a position in UNH in Q4 2013 and held it in 2 quarters. The position peaked at $13.8M in Q4 2013. 3,180 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Philadelphia Financial Management of San Francisco reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Philadelphia Financial Management of San Francisco sold 18,910 UnitedHealth shares in Q2 2025, an estimated $9.9M.
  • Philadelphia Financial Management of San Francisco first reported a position in UnitedHealth in Q4 2013 and held it in 2 quarters.
  • Philadelphia Financial Management of San Francisco's UnitedHealth position peaked at $13.8M in Q4 2013.
  • 3,180 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q2 2025, filed 14 Aug 2025.