Sonoma Allocations’s UnitedHealth UNH Stock Holding History

Sonoma Allocations’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	-1,209	Closed	-$432K	–	154
2025 Q3	$432K	Buy	+1,209	New	+$366K	0.16%	78

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sonoma Allocations's UNH Position: Q4 2025 in Review

Sonoma Allocations sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 1,209 shares — an estimated $432K sold.

Sonoma Allocations first reported a position in UNH in Q3 2025 and held it in 1 quarter. The position peaked at $432K in Q3 2025. 3,306 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Sonoma Allocations reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Sonoma Allocations sold 1,209 UnitedHealth shares in Q4 2025, an estimated $432K.
Sonoma Allocations first reported a position in UnitedHealth in Q3 2025 and held it in 1 quarter.
Sonoma Allocations's UnitedHealth position peaked at $432K in Q3 2025.
3,306 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Sonoma Allocations's 13F filing for Q4 2025, filed 23 Feb 2026.