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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
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 $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

Peak Asset Management's UNH Position: Q1 2026 in Review

Peak Asset Management held its UnitedHealth (UNH) position steady in Q1 2026 at 1,912 shares worth $517K. The position accounts for 0.09% of the portfolio, ranked #96.

Peak Asset Management first reported a position in UNH in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.59M in Q2 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Peak Asset Management held 1,912 shares of UnitedHealth worth $517K as of Q1 2026.
  • Peak Asset Management left its UnitedHealth share count unchanged in Q1 2026.
  • UnitedHealth made up 0.09% of Peak Asset Management's portfolio in Q1 2026, its #96 holding.
  • Peak Asset Management first reported a position in UnitedHealth in Q2 2016 and has held it in 40 quarters since.
  • Peak Asset Management's UnitedHealth position peaked at $1.59M in Q2 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Peak Asset Management's 13F filing for Q1 2026, filed 15 May 2026.