Sierra Ocean’s UnitedHealth UNH Stock Holding History

Sierra Ocean’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	-127	Closed	-$39.7K	–	914
2025 Q2	$39.7K	Sell	127 -29	-19%	-$11.1K	0.03%	219
2025 Q1	$82K	Sell	156 -133	-46%	-$68K	0.06%	116
2024 Q4	$147K	Buy	+289	New	+$164K	0.12%	75

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

Sierra Ocean's UNH Position: Q3 2025 in Review

Sierra Ocean sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 127 shares — an estimated $39.7K sold.

Sierra Ocean first reported a position in UNH in Q4 2024 and held it in 3 quarters. The position peaked at $147K in Q4 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Sierra Ocean reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 127 UnitedHealth shares in Q3 2025, an estimated $39.7K.
Sierra Ocean first reported a position in UnitedHealth in Q4 2024 and held it in 3 quarters.
Sierra Ocean's UnitedHealth position peaked at $147K in Q4 2024.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.