WCM Investment Management
UNH icon

WCM Investment Management’s UnitedHealth UNH Stock Holding History

WCM Investment 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
-1,254,752
Closed -$433M – 260
2025
Q3 		$433M Sell
1,254,752
-16,783
-1% -$5.08M 0.9% 33
2025
Q2 		$393M Buy
1,271,535
+55,403
+5% +$21.2M 0.9% 33
2025
Q1 		$628M Buy
1,216,132
+4,910
+0.4% +$2.51M 1.61% 25
2024
Q4 		$615M Buy
1,211,222
+6,637
+0.6% +$3.77M 1.45% 31
2024
Q3 		$701M Sell
1,204,585
-12,658
-1% -$7.16M 1.59% 23
2024
Q2 		$592M Buy
1,217,243
+6,695
+0.6% +$3.28M 1.4% 28
2024
Q1 		$599M Buy
1,210,548
+6,381
+0.5% +$3.24M 1.42% 29
2023
Q4 		$632M Buy
1,204,167
+5,713
+0.5% +$3.05M 1.75% 19
2023
Q3 		$605M Buy
1,198,454
+16,190
+1% +$7.97M 1.78% 17
2023
Q2 		$568M Sell
1,182,264
-7,996
-0.7% -$3.91M 1.7% 20
2023
Q1 		$563M Sell
1,190,260
-53,737
-4% -$25.9M 1.8% 17
2022
Q4 		$660M Buy
1,243,997
+67,983
+6% +$36M 2.2% 15
2022
Q3 		$598M Buy
1,176,014
+371,472
+46% +$195M 2.15% 14
2022
Q2 		$415M Buy
+804,542
New +$404M 1.49% 18

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WCM Investment Management's UNH Position: Q4 2025 in Review

WCM Investment Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 1,254,752 shares — an estimated $433M sold.

WCM Investment Management first reported a position in UNH in Q2 2022 and held it in 14 quarters. The position peaked at $701M in Q3 2024. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • WCM Investment Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • WCM Investment Management sold 1,254,752 UnitedHealth shares in Q4 2025, an estimated $433M.
  • WCM Investment Management first reported a position in UnitedHealth in Q2 2022 and held it in 14 quarters.
  • WCM Investment Management's UnitedHealth position peaked at $701M in Q3 2024.
  • 3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on WCM Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.