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Phocas Financial Corp’s UnitedHealth UNH Stock Holding History

Phocas Financial Corp’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
-435
Closed -$228K – 156
2025
Q1 		$228K Sell
435
-25
-5% -$12.8K 0.03% 141
2024
Q4 		$233K Buy
+460
New +$261K 0.03% 148
2023
Q4 		$242K Buy
+460
New +$245K 0.03% 158
2023
Q3 		– Sell
-1,805
Closed -$868K – 187
2023
Q2 		$868K Buy
1,805
+85
+5% +$41.6K 0.12% 146
2023
Q1 		$813K Buy
1,720
+170
+11% +$82K 0.12% 141
2022
Q4 		$822K Buy
1,550
+5
+0.3% +$2.65K 0.12% 139
2022
Q3 		$780K Buy
1,545
+295
+24% +$155K 0.12% 144
2022
Q2 		$642K Buy
1,250
+135
+12% +$67.8K 0.1% 158
2022
Q1 		$569K Buy
+1,115
New +$538K 0.07% 166
2016
Q4 		– Sell
-2,348
Closed -$329K – 243
2016
Q3 		$329K Buy
+2,348
New +$329K 0.02% 228
2013
Q3 		– Sell
-5,716
Closed -$374K – 243
2013
Q2 		$374K Buy
+5,716
New +$356K 0.04% 205

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 $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Phocas Financial Corp's UNH Position: Q2 2025 in Review

Phocas Financial Corp sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 435 shares — an estimated $228K sold.

Phocas Financial Corp first reported a position in UNH in Q2 2013 and held it in 11 quarters. The position peaked at $868K in Q2 2023. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Phocas Financial Corp reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Phocas Financial Corp sold 435 UnitedHealth shares in Q2 2025, an estimated $228K.
  • Phocas Financial Corp first reported a position in UnitedHealth in Q2 2013 and held it in 11 quarters.
  • Phocas Financial Corp's UnitedHealth position peaked at $868K in Q2 2023.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Phocas Financial Corp's 13F filing for Q2 2025, filed 6 Aug 2025.