SIA
UNH icon

SeaBridge Investment Advisors’s UnitedHealth UNH Stock Holding History

SeaBridge Investment 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
Q2 		– Sell
-389
Closed -$204K – 209
2025
Q1 		$204K Buy
+389
New +$199K 0.04% 195
2024
Q4 		– Sell
-3,435
Closed -$2.01M – 210
2024
Q3 		$2.01M Buy
+3,435
New +$1.94M 0.49% 64
2020
Q4 		– Sell
-50
Closed -$16K – 229
2020
Q3 		$16K Buy
+50
New +$15.4K 0.01% 213
2014
Q3 		– Sell
-150
Closed -$12K – 239
2014
Q2 		$12K Buy
+150
New +$11.8K ﹤0.01% 207

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
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

SeaBridge Investment Advisors's UNH Position: Q2 2025 in Review

SeaBridge Investment Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 389 shares — an estimated $204K sold.

SeaBridge Investment Advisors first reported a position in UNH in Q2 2014 and held it in 4 quarters. The position peaked at $2.01M in Q3 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • SeaBridge Investment Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 389 UnitedHealth shares in Q2 2025, an estimated $204K.
  • SeaBridge Investment Advisors first reported a position in UnitedHealth in Q2 2014 and held it in 4 quarters.
  • SeaBridge Investment Advisors's UnitedHealth position peaked at $2.01M in Q3 2024.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.