PCM Encore’s UnitedHealth UNH Stock Holding History

PCM Encore’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	$1.75M	Buy	4,200 +1,265	+43%	+$469K	0.31%	58
2026 Q1	$794K	Buy	2,935 +210	+8%	+$62.5K	0.16%	124
2025 Q4	$899K	Buy	+2,725	New	+$923K	0.19%	104

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 $3.37T AUM 44.26% 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

PCM Encore's UNH Position: Q2 2026 in Review

PCM Encore increased its UnitedHealth (UNH) stake by 43% in Q2 2026, buying an estimated $469K and bringing the position to 4,200 shares worth $1.75M. The position accounts for 0.31% of the portfolio, ranked #58.

PCM Encore first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,371 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

PCM Encore held 4,200 shares of UnitedHealth worth $1.75M as of Q2 2026.
PCM Encore bought 1,265 UnitedHealth shares in Q2 2026, an estimated $469K.
UnitedHealth made up 0.31% of PCM Encore's portfolio in Q2 2026, its #58 holding.
PCM Encore first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
3,371 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on PCM Encore's 13F filing for Q2 2026, filed 11 Aug 2026.