WCF
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West Coast Financial’s UnitedHealth UNH Stock Holding History

West Coast Financial’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
Q2 		– Sell
-919
Closed -$481K – 139
2025
Q1 		$481K Sell
919
-641
-41% -$328K 0.05% 106
2024
Q4 		$789K Sell
1,560
-1,021
-40% -$580K 0.09% 83
2024
Q3 		$1.51M Sell
2,581
-20,234
-89% -$11.4M 0.17% 73
2024
Q2 		$11.6M Buy
22,815
+316
+1% +$155K 1.38% 21
2024
Q1 		$11.1M Sell
22,499
-64
-0.3% -$32.5K 1.35% 24
2023
Q4 		$11.9M Buy
22,563
+2,388
+12% +$1.27M 1.56% 17
2023
Q3 		$10.2M Buy
20,175
+7,913
+65% +$3.89M 1.52% 15
2023
Q2 		$5.89M Sell
12,262
-137
-1% -$67K 0.83% 49
2023
Q1 		$5.86M Sell
12,399
-271
-2% -$131K 0.9% 41
2022
Q4 		$6.72M Buy
12,670
+12,270
+3,068% +$6.5M 1.14% 23
2022
Q3 		$202K Hold
400
– – 0.04% 120
2022
Q2 		$205K Hold
400
– – 0.04% 126
2022
Q1 		$204K Buy
+400
New +$193K 0.03% 133
2018
Q4 		– Sell
-1,879
Closed -$500K – 132
2018
Q3 		$500K Buy
+1,879
New +$489K 0.12% 98

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

West Coast Financial's UNH Position: Q2 2025 in Review

West Coast Financial sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 919 shares — an estimated $481K sold.

West Coast Financial first reported a position in UNH in Q3 2018 and held it in 14 quarters. The position peaked at $11.9M in Q4 2023. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • West Coast Financial reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 919 UnitedHealth shares in Q2 2025, an estimated $481K.
  • West Coast Financial first reported a position in UnitedHealth in Q3 2018 and held it in 14 quarters.
  • West Coast Financial's UnitedHealth position peaked at $11.9M in Q4 2023.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.