PP
UNH icon

PDS Planning’s UnitedHealth UNH Stock Holding History

PDS Planning’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
Q1 		$1.25M Sell
4,613
-1,043
-18% -$311K 0.08% 112
2025
Q4 		$1.87M Buy
5,656
+326
+6% +$110K 0.12% 76
2025
Q3 		$1.84M Buy
5,330
+45
+0.9% +$13.6K 0.13% 74
2025
Q2 		$1.65M Buy
5,285
+480
+10% +$183K 0.12% 78
2025
Q1 		$2.52M Buy
4,805
+531
+12% +$271K 0.21% 61
2024
Q4 		$2.16M Sell
4,274
-161
-4% -$91.5K 0.19% 62
2024
Q3 		$2.59M Sell
4,435
-388
-8% -$219K 0.23% 56
2024
Q2 		$2.46M Sell
4,823
-136
-3% -$66.7K 0.25% 50
2024
Q1 		$2.45M Buy
4,959
+99
+2% +$50.3K 0.26% 48
2023
Q4 		$2.56M Buy
4,860
+22
+0.5% +$11.7K 0.29% 45
2023
Q3 		$2.44M Buy
4,838
+133
+3% +$65.5K 0.32% 46
2023
Q2 		$2.26M Buy
4,705
+391
+9% +$191K 0.29% 49
2023
Q1 		$2.04M Buy
4,314
+1,172
+37% +$566K 0.28% 49
2022
Q4 		$1.67M Buy
3,142
+62
+2% +$32.8K 0.27% 48
2022
Q3 		$1.55M Buy
3,080
+22
+0.7% +$11.6K 0.28% 47
2022
Q2 		$1.57M Sell
3,058
-78
-2% -$39.2K 0.28% 49
2022
Q1 		$1.6M Buy
3,136
+158
+5% +$76.2K 0.28% 49
2021
Q4 		$1.5M Sell
2,978
-13
-0.4% -$5.88K 0.29% 45
2021
Q3 		$1.17M Buy
2,991
+40
+1% +$16.6K 0.27% 47
2021
Q2 		$1.18M Buy
2,951
+213
+8% +$84.9K 0.29% 45
2021
Q1 		$1.02M Buy
2,738
+63
+2% +$21.8K 0.3% 46
2020
Q4 		$938K Buy
2,675
+65
+2% +$21.8K 0.32% 44
2020
Q3 		$814K Buy
2,610
+194
+8% +$59.6K 0.33% 45
2020
Q2 		$713K Buy
2,416
+468
+24% +$134K 0.32% 47
2020
Q1 		$486K Buy
1,948
+1,221
+168% +$336K 0.31% 48
2019
Q4 		$214K Buy
+727
New +$190K 0.14% 92

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PDS Planning's UNH Position: Q1 2026 in Review

PDS Planning reduced its UnitedHealth (UNH) stake by 18% in Q1 2026, selling an estimated $311K and leaving 4,613 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #112.

PDS Planning first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.59M in Q3 2024. 3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • PDS Planning held 4,613 shares of UnitedHealth worth $1.25M as of Q1 2026.
  • PDS Planning sold 1,043 UnitedHealth shares in Q1 2026, an estimated $311K.
  • UnitedHealth made up 0.08% of PDS Planning's portfolio in Q1 2026, its #112 holding.
  • PDS Planning first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • PDS Planning's UnitedHealth position peaked at $2.59M in Q3 2024.
  • 3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.