PCG Asset Management’s UnitedHealth UNH Stock Holding History

PCG Asset 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	$422K	Sell	1,016 -50	-5%	-$18.5K	0.3%	62
2026 Q1	$288K	Buy	1,066 +65	+6%	+$19.4K	0.23%	70
2025 Q4	$331K	Sell	1,001 -22	-2%	-$7.46K	0.26%	62
2025 Q3	$353K	Sell	1,023 -180	-15%	-$54.4K	0.28%	61
2025 Q2	$375K	Sell	1,203 -8	-0.7%	-$3.06K	0.32%	58
2025 Q1	$634K	Buy	1,211 +57	+5%	+$29.1K	0.59%	41
2024 Q4	$584K	Buy	+1,154	New	+$656K	0.51%	48

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PCG Asset Management's UNH Position: Q2 2026 in Review

PCG Asset Management reduced its UnitedHealth (UNH) stake by 4.7% in Q2 2026, selling an estimated $18.5K and leaving 1,016 shares worth $422K. The position accounts for 0.3% of the portfolio, ranked #62.

PCG Asset Management first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $634K in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

PCG Asset Management held 1,016 shares of UnitedHealth worth $422K as of Q2 2026.
PCG Asset Management sold 50 UnitedHealth shares in Q2 2026, an estimated $18.5K.
UnitedHealth made up 0.3% of PCG Asset Management's portfolio in Q2 2026, its #62 holding.
PCG Asset Management first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
PCG Asset Management's UnitedHealth position peaked at $634K in Q1 2025.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on PCG Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.