Panoramic Capital Partners
UNH icon

Panoramic Capital Partners’s UnitedHealth UNH Stock Holding History

Panoramic Capital Partners’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
Q3 		$226K Buy
617
+13
+2% +$5.23K 0.1% 72
2026
Q2 		$251K Buy
+604
New +$224K 0.12% 56
2025
Q2 		– Sell
-632
Closed -$350K – 62
2025
Q1 		$350K Sell
632
-721
-53% -$369K 0.36% 30
2024
Q4 		$684K Buy
+1,353
New +$769K 0.6% 21

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Panoramic Capital Partners's UNH Position: Q3 2026 in Review

Panoramic Capital Partners increased its UnitedHealth (UNH) stake by 2.2% in Q3 2026, buying an estimated $5.23K and bringing the position to 617 shares worth $226K. The position accounts for 0.1% of the portfolio, ranked #72.

Panoramic Capital Partners first reported a position in UNH in Q4 2024 and has held it in 4 quarters since. The position peaked at $684K in Q4 2024. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Panoramic Capital Partners held 617 shares of UnitedHealth worth $226K as of Q3 2026.
  • Panoramic Capital Partners bought 13 UnitedHealth shares in Q3 2026, an estimated $5.23K.
  • UnitedHealth made up 0.1% of Panoramic Capital Partners's portfolio in Q3 2026, its #72 holding.
  • Panoramic Capital Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 4 quarters since.
  • Panoramic Capital Partners's UnitedHealth position peaked at $684K in Q4 2024.
  • 2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Panoramic Capital Partners's 13F filing for Q3 2026, filed 12 Nov 2026.