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Soapstone Management’s UnitedHealth UNH Stock Holding History

Soapstone Management’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
-8,500
Closed -$2.65M – 17
2025
Q2 		$2.65M Buy
+8,500
New +$3.25M 1.76% 12
2020
Q2 		– Sell
-14,807
Closed -$3.69M – 19
2020
Q1 		$3.69M Sell
14,807
-3,693
-20% -$1.02M 3.18% 11
2019
Q4 		$5.44M Sell
18,500
-6,500
-26% -$1.7M 3.46% 10
2019
Q3 		$5.43M Buy
+25,000
New +$6.03M 2.96% 12

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

Soapstone Management's UNH Position: Q3 2025 in Review

Soapstone Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 8,500 shares — an estimated $2.65M sold.

Soapstone Management first reported a position in UNH in Q3 2019 and held it in 4 quarters. The position peaked at $5.44M in Q4 2019. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Soapstone Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Soapstone Management sold 8,500 UnitedHealth shares in Q3 2025, an estimated $2.65M.
  • Soapstone Management first reported a position in UnitedHealth in Q3 2019 and held it in 4 quarters.
  • Soapstone Management's UnitedHealth position peaked at $5.44M in Q4 2019.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Soapstone Management's 13F filing for Q3 2025, filed 14 Nov 2025.