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	Hold	460	–	–	0.03%	148
2024 Q3	$269K	Hold	460	–	–	1.03%	24
2024 Q2	$234K	Hold	460	–	–	0.94%	24
2024 Q1	$228K	Hold	460	–	–	0.93%	26
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	–	245
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.47T 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