Sherbrooke Park Advisers’s UnitedHealth UNH Stock Holding History

Sherbrooke Park Advisers’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	-1,919	Closed	-$599K	–	723
2025 Q2	$599K	Buy	+1,919	New	+$733K	0.26%	130
2025 Q1	–	Sell	-1,019	Closed	-$515K	–	952
2024 Q4	$515K	Buy	+1,019	New	+$579K	0.16%	205
2024 Q2	–	Sell	-961	Closed	-$475K	–	1215
2024 Q1	$475K	Buy	+961	New	+$489K	0.09%	380
2023 Q4	–	Sell	-879	Closed	-$443K	–	687
2023 Q3	$443K	Sell	879 -321	-27%	-$158K	0.14%	263
2023 Q2	$577K	Buy	+1,200	New	+$587K	0.3%	135
2023 Q1	–	Sell	-700	Closed	-$371K	–	322
2022 Q4	$371K	Buy	+700	New	+$371K	0.27%	166

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sherbrooke Park Advisers's UNH Position: Q3 2025 in Review

Sherbrooke Park Advisers sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 1,919 shares — an estimated $599K sold.

Sherbrooke Park Advisers first reported a position in UNH in Q4 2022 and held it in 6 quarters. The position peaked at $599K in Q2 2025. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Sherbrooke Park Advisers reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Sherbrooke Park Advisers sold 1,919 UnitedHealth shares in Q3 2025, an estimated $599K.
Sherbrooke Park Advisers first reported a position in UnitedHealth in Q4 2022 and held it in 6 quarters.
Sherbrooke Park Advisers's UnitedHealth position peaked at $599K in Q2 2025.
3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.