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Peak Asset Management’s UnitedHealth UNH Stock Holding History

Peak 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 		– Hold
0
– -$27.1K – 182
2026
Q1 		– Hold
0
– – – 148
2025
Q4 		– Hold
0
– – – 153
2025
Q3 		– Hold
0
– – – 149
2025
Q2 		– Hold
0
– – – 147

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Peak Asset Management held its UnitedHealth (UNH) position steady in Q2 2026 at 1,912 shares worth $795K. The position accounts for 0.12% of the portfolio, ranked #96.

Peak Asset Management first reported a position in UNH in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.59M in Q2 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Peak Asset Management held 1,912 shares of UnitedHealth worth $795K as of Q2 2026.
  • Peak Asset Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.12% of Peak Asset Management's portfolio in Q2 2026, its #96 holding.
  • Peak Asset Management first reported a position in UnitedHealth in Q2 2016 and has held it in 41 quarters since.
  • Peak Asset Management's UnitedHealth position peaked at $1.59M in Q2 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.