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Pineridge Advisors’s UnitedHealth UNH Stock Holding History

Pineridge Advisors’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
Q3 		$59.8K Sell
173
-18
-9% -$5.44K 0.02% 95
2025
Q2 		$59.6K Buy
191
+2
+1% +$764 0.02% 101
2025
Q1 		$99.1K Buy
189
+1
+0.5% +$511 0.04% 77
2024
Q4 		$95.1K Buy
188
+15
+9% +$8.52K 0.04% 98
2024
Q3 		$101K Sell
173
-21
-11% -$11.9K 0.04% 95
2024
Q2 		$98.8K Hold
194
– – 0.03% 100
2024
Q1 		$96K Sell
194
-188
-49% -$95.6K 0.03% 94
2023
Q4 		$201K Buy
+382
New +$204K 0.07% 68

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pineridge Advisors's UNH Position: Q3 2025 in Review

Pineridge Advisors reduced its UnitedHealth (UNH) stake by 9.4% in Q3 2025, selling an estimated $5.44K and leaving 173 shares worth $59.8K. The position accounts for 0.02% of the portfolio, ranked #95.

Pineridge Advisors first reported a position in UNH in Q4 2023 and has held it in 8 quarters since. The position peaked at $201K in Q4 2023. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Pineridge Advisors held 173 shares of UnitedHealth worth $59.8K as of Q3 2025.
  • Pineridge Advisors sold 18 UnitedHealth shares in Q3 2025, an estimated $5.44K.
  • UnitedHealth made up 0.02% of Pineridge Advisors's portfolio in Q3 2025, its #95 holding.
  • Pineridge Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's UnitedHealth position peaked at $201K in Q4 2023.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.