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McGinn Penninger Investment Management’s UnitedHealth UNH Stock Holding History

McGinn Penninger 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
2026
Q2 		$8.78M Sell
21,126
-165
-0.8% -$61.2K 5.34% 5
2026
Q1 		$5.76M Sell
21,291
-1,185
-5% -$353K 3.77% 11
2025
Q4 		$7.42M Buy
22,476
+176
+0.8% +$59.6K 4.31% 7
2025
Q3 		$7.7M Buy
22,300
+14,015
+169% +$4.24M 4.51% 5
2025
Q2 		$2.58M Buy
+8,285
New +$3.17M 1.64% 24

Other funds holding UNH

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

McGinn Penninger Investment Management's UNH Position: Q2 2026 in Review

McGinn Penninger Investment Management reduced its UnitedHealth (UNH) stake by 0.77% in Q2 2026, selling an estimated $61.2K and leaving 21,126 shares worth $8.78M. The position accounts for 5.34% of the portfolio, ranked #5.

McGinn Penninger Investment Management first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. 2,125 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • McGinn Penninger Investment Management held 21,126 shares of UnitedHealth worth $8.78M as of Q2 2026.
  • McGinn Penninger Investment Management sold 165 UnitedHealth shares in Q2 2026, an estimated $61.2K.
  • UnitedHealth made up 5.34% of McGinn Penninger Investment Management's portfolio in Q2 2026, its #5 holding.
  • McGinn Penninger Investment Management first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • 2,125 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on McGinn Penninger Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.