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P.J. Schmidt Investment Management (PJS)’s UnitedHealth UNH Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$6.21M Sell
14,951
-1,075
-7% -$398K 0.97% 34
2026
Q1 		$4.34M Sell
16,026
-2,005
-11% -$597K 0.73% 38
2025
Q4 		$5.95M Sell
18,031
-1,421
-7% -$482K 0.97% 31
2025
Q3 		$6.72M Sell
19,452
-1,205
-6% -$364K 1.11% 31
2025
Q2 		$6.44M Sell
20,657
-3,730
-15% -$1.43M 1.11% 29
2025
Q1 		$12.8M Sell
24,387
-436
-2% -$223K 2.34% 10
2024
Q4 		$12.6M Sell
24,823
-713
-3% -$405K 2.18% 10
2024
Q3 		$14.9M Sell
25,536
-609
-2% -$344K 2.58% 9
2024
Q2 		$13.3M Sell
26,145
-753
-3% -$369K 2.43% 10
2024
Q1 		$13.3M Buy
26,898
+708
+3% +$360K 2.51% 10
2023
Q4 		$13.2M Sell
26,190
-484
-2% -$258K 2.61% 8
2023
Q3 		$14.2M Buy
26,674
+51
+0.2% +$25.1K 3.04% 7
2023
Q2 		$13.6M Sell
26,623
-336
-1% -$164K 2.7% 5
2023
Q1 		$13.2M Buy
26,959
+897
+3% +$433K 2.76% 5
2022
Q4 		$13.8M Sell
26,062
-243
-0.9% -$129K 3.13% 5
2022
Q3 		$14M Sell
26,305
-59
-0.2% -$31K 3.38% 4
2022
Q2 		$14.1M Buy
26,364
+234
+0.9% +$118K 3.08% 4
2022
Q1 		$13.3M Sell
26,130
-960
-4% -$463K 2.95% 5
2021
Q4 		$12.8M Sell
27,090
-230
-0.8% -$104K 2.56% 7
2021
Q3 		$12.4M Buy
27,320
+249
+0.9% +$103K 2.44% 7
2021
Q2 		$11.3M Buy
27,071
+74
+0.3% +$29.5K 2.26% 8
2021
Q1 		$10.8M Sell
26,997
-213
-0.8% -$73.8K 2.26% 10
2020
Q4 		$9.08M Buy
27,210
+176
+0.7% +$59K 2.05% 11
2020
Q3 		$8.66M Sell
27,034
-1,743
-6% -$535K 2.11% 13
2020
Q2 		$8.49M Sell
28,777
-1,347
-4% -$386K 2.54% 6
2020
Q1 		$7.51M Sell
30,124
-690
-2% -$190K 2.61% 7
2019
Q4 		$9.06M Sell
30,814
-313
-1% -$81.9K 2.43% 6
2019
Q3 		$6.76M Buy
31,127
+289
+0.9% +$69.7K 1.92% 16
2019
Q2 		$7.53M Buy
30,838
+987
+3% +$237K 2.17% 9
2019
Q1 		$7.38M Buy
29,851
+1,391
+5% +$355K 2.16% 10
2018
Q4 		$7.09M Buy
28,460
+174
+0.6% +$46K 2.33% 9
2018
Q3 		$7.53M Sell
28,286
-70
-0.2% -$18.2K 2.13% 8
2018
Q2 		$6.96M Sell
28,356
-4
-0% -$960 2.03% 11
2018
Q1 		$6.07M Buy
28,360
+1,634
+6% +$373K 1.78% 15
2017
Q4 		$5.89M Sell
26,726
-4,345
-14% -$921K 1.67% 18
2017
Q3 		$6.08M Sell
31,071
-1,490
-5% -$288K 1.82% 14
2017
Q2 		$6.04M Sell
32,561
-716
-2% -$126K 1.84% 13
2017
Q1 		$5.46M Sell
33,277
-929
-3% -$152K 1.94% 14
2016
Q4 		$5.47M Sell
34,206
-1,485
-4% -$222K 2.02% 13
2016
Q3 		$5M Buy
35,691
+171
+0.5% +$23.9K 1.86% 14
2016
Q2 		$5.01M Sell
35,520
-1,209
-3% -$161K 1.86% 17
2016
Q1 		$4.73M Sell
36,729
-254
-0.7% -$30K 1.86% 15
2015
Q4 		$4.35M Buy
36,983
+2,058
+6% +$241K 1.74% 17
2015
Q3 		$4.05M Buy
34,925
+2,208
+7% +$264K 1.76% 18
2015
Q2 		$3.99M Buy
32,717
+1,724
+6% +$204K 1.56% 21
2015
Q1 		$3.67M Buy
30,993
+6,234
+25% +$692K 1.43% 23
2014
Q4 		$2.5M Sell
24,759
-1,159
-4% -$110K 0.99% 34
2014
Q3 		$2.23M Buy
25,918
+545
+2% +$46.1K 0.91% 40
2014
Q2 		$2.07M Buy
25,373
+95
+0.4% +$7.47K 0.81% 43
2014
Q1 		$2.07M Buy
25,278
+219
+0.9% +$16.5K 0.82% 42
2013
Q4 		$1.89M Buy
25,059
+1,515
+6% +$109K 0.8% 44
2013
Q3 		$1.69M Sell
23,544
-787
-3% -$56.3K 0.77% 43
2013
Q2 		$1.59M Buy
+24,331
New +$1.51M 0.77% 47

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s UNH Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its UnitedHealth (UNH) stake by 6.7% in Q2 2026, selling an estimated $398K and leaving 14,951 shares worth $6.21M. The position accounts for 0.97% of the portfolio, ranked #34.

P.J. Schmidt Investment Management (PJS) first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.9M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 14,951 shares of UnitedHealth worth $6.21M as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) sold 1,075 UnitedHealth shares in Q2 2026, an estimated $398K.
  • UnitedHealth made up 0.97% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #34 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s UnitedHealth position peaked at $14.9M in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.