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Sellwood Investment Partners’s UnitedHealth UNH Stock Holding History

Sellwood Investment Partners’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
Q4 		– Sell
-601
Closed -$208K – 104
2025
Q3 		$208K Buy
+601
New +$182K 0.08% 39

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sellwood Investment Partners's UNH Position: Q4 2025 in Review

Sellwood Investment Partners sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 601 shares — an estimated $208K sold.

Sellwood Investment Partners first reported a position in UNH in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 3,299 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Sellwood Investment Partners reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Sellwood Investment Partners sold 601 UnitedHealth shares in Q4 2025, an estimated $208K.
  • Sellwood Investment Partners first reported a position in UnitedHealth in Q3 2025 and held it in 1 quarter.
  • Sellwood Investment Partners's UnitedHealth position peaked at $208K in Q3 2025.
  • 3,299 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Sellwood Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.