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Sand Hill Global Advisors’s UnitedHealth UNH Stock Holding History

Sand Hill Global 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 		– Sell
-2,163
Closed -$675K – 212
2025
Q2 		$675K Sell
2,163
-230
-10% -$87.9K 0.03% 135
2025
Q1 		$1.25M Sell
2,393
-324
-12% -$166K 0.05% 109
2024
Q4 		$1.37M Sell
2,717
-2
-0.1% -$1.14K 0.06% 106
2024
Q3 		$1.59M Buy
2,719
+309
+13% +$175K 0.07% 97
2024
Q2 		$1.23M Sell
2,410
-36
-1% -$17.6K 0.06% 104
2024
Q1 		$1.21M Sell
2,446
-449
-16% -$228K 0.06% 95
2023
Q4 		$1.52M Sell
2,895
-24
-0.8% -$12.8K 0.07% 92
2023
Q3 		$1.47M Buy
2,919
+34
+1% +$16.7K 0.08% 86
2023
Q2 		$1.39M Sell
2,885
-146
-5% -$71.4K 0.07% 88
2023
Q1 		$1.43M Hold
3,031
– – 0.08% 90
2022
Q4 		$1.61M Sell
3,031
-154
-5% -$81.6K 0.09% 91
2022
Q3 		$1.61M Sell
3,185
-24
-0.7% -$12.6K 0.1% 84
2022
Q2 		$1.65M Buy
3,209
+618
+24% +$310K 0.09% 89
2022
Q1 		$1.32M Sell
2,591
-21
-0.8% -$10.1K 0.07% 88
2021
Q4 		$1.31M Buy
2,612
+112
+4% +$50.7K 0.07% 89
2021
Q3 		$977K Sell
2,500
-401
-14% -$166K 0.06% 91
2021
Q2 		$1.16M Sell
2,901
-341
-11% -$136K 0.07% 87
2021
Q1 		$1.21M Sell
3,242
-523
-14% -$181K 0.08% 82
2020
Q4 		$1.32M Sell
3,765
-69
-2% -$23.1K 0.09% 82
2020
Q3 		$1.2M Sell
3,834
-42
-1% -$12.9K 0.09% 78
2020
Q2 		$1.14M Sell
3,876
-49
-1% -$14K 0.09% 79
2020
Q1 		$979K Buy
3,925
+100
+3% +$27.5K 0.09% 77
2019
Q4 		$1.12M Buy
3,825
+349
+10% +$91.3K 0.1% 77
2019
Q3 		$755K Buy
+3,476
New +$839K 0.07% 78

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

Sand Hill Global Advisors's UNH Position: Q3 2025 in Review

Sand Hill Global Advisors sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 2,163 shares — an estimated $675K sold.

Sand Hill Global Advisors first reported a position in UNH in Q3 2019 and held it in 24 quarters. The position peaked at $1.65M in Q2 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Sand Hill Global Advisors reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Sand Hill Global Advisors sold 2,163 UnitedHealth shares in Q3 2025, an estimated $675K.
  • Sand Hill Global Advisors first reported a position in UnitedHealth in Q3 2019 and held it in 24 quarters.
  • Sand Hill Global Advisors's UnitedHealth position peaked at $1.65M in Q2 2022.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Sand Hill Global Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.