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TruNorth Capital Management’s UnitedHealth UNH Stock Holding History

TruNorth Capital 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
Q4 		– Sell
-120
Closed -$41.4K – 361
2025
Q3 		$41.4K Sell
120
-14
-10% -$4.23K 0.01% 214
2025
Q2 		$41.8K Sell
134
-184
-58% -$70.3K 0.01% 181
2025
Q1 		$167K Buy
318
+184
+137% +$94.1K 0.04% 111
2024
Q4 		$67.8K Sell
134
-7
-5% -$3.98K 0.02% 127
2024
Q3 		$82.4K Buy
141
+25
+22% +$14.1K 0.02% 106
2024
Q2 		$59.1K Buy
116
+84
+263% +$41.2K 0.02% 118
2024
Q1 		$15.8K Buy
+32
New +$16.3K 0.01% 160

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TruNorth Capital Management's UNH Position: Q4 2025 in Review

TruNorth Capital Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 120 shares — an estimated $41.4K sold.

TruNorth Capital Management first reported a position in UNH in Q1 2024 and held it in 7 quarters. The position peaked at $167K in Q1 2025. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • TruNorth Capital Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 120 UnitedHealth shares in Q4 2025, an estimated $41.4K.
  • TruNorth Capital Management first reported a position in UnitedHealth in Q1 2024 and held it in 7 quarters.
  • TruNorth Capital Management's UnitedHealth position peaked at $167K in Q1 2025.
  • 3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.