Sonora Investment Management Group’s UnitedHealth UNH Stock Holding History

Sonora Investment Management Group’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	-24,898	Closed	-$7.77M	–	322
2025 Q2	$7.77M	Buy	24,898 +821	+3%	+$314K	0.58%	53
2025 Q1	$12.6M	Buy	24,077 +563	+2%	+$288K	1%	36
2024 Q4	$11.9M	Buy	23,514 +401	+2%	+$228K	0.91%	38
2024 Q3	$13.5M	Buy	23,113 +736	+3%	+$416K	1%	35
2024 Q2	$11.1M	Hold	22,377	–	–	0.87%	41
2024 Q1	$11.1M	Buy	22,377 +971	+5%	+$494K	0.87%	41
2023 Q4	$11.3M	Buy	21,406 +1,025	+5%	+$547K	0.92%	42
2023 Q3	$10.3M	Buy	20,381 +431	+2%	+$212K	0.88%	43
2023 Q2	$9.59M	Buy	19,950 +158	+0.8%	+$77.3K	0.8%	45
2023 Q1	$9.35M	Buy	19,792 +1,498	+8%	+$723K	0.82%	45
2022 Q4	$9.7M	Buy	18,294 +928	+5%	+$492K	0.88%	38
2022 Q3	$8.92M	Hold	17,366	–	–	1.15%	31
2022 Q2	$8.92M	Buy	17,366 +932	+6%	+$468K	0.84%	43
2022 Q1	$8.38M	Buy	16,434 +1,308	+9%	+$631K	0.95%	38
2021 Q4	$7.59M	Buy	+15,126	New	+$6.85M	0.88%	43

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

Sonora Investment Management Group's UNH Position: Q3 2025 in Review

Sonora Investment Management Group sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 24,898 shares — an estimated $7.77M sold.

Sonora Investment Management Group first reported a position in UNH in Q4 2021 and held it in 15 quarters. The position peaked at $13.5M in Q3 2024. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Sonora Investment Management Group reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Sonora Investment Management Group sold 24,898 UnitedHealth shares in Q3 2025, an estimated $7.77M.
Sonora Investment Management Group first reported a position in UnitedHealth in Q4 2021 and held it in 15 quarters.
Sonora Investment Management Group's UnitedHealth position peaked at $13.5M in Q3 2024.
3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.