PGFC
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Peapack-Gladstone Financial Corp’s UnitedHealth UNH Stock Holding History

Peapack-Gladstone Financial Corp’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 		$15M Buy
55,552
+2,194
+4% +$653K 0.19% 123
2025
Q4 		$17.6M Sell
53,358
-1,426
-3% -$483K 0.22% 110
2025
Q3 		$18.9M Sell
54,784
-8,761
-14% -$2.65M 0.25% 103
2025
Q2 		$19.8M Sell
63,545
-2,564
-4% -$980K 0.28% 96
2025
Q1 		$34.6M Sell
66,109
-2,946
-4% -$1.51M 0.51% 58
2024
Q4 		$34.9M Sell
69,055
-1,663
-2% -$945K 0.51% 55
2024
Q3 		$41.3M Buy
70,718
+1,200
+2% +$679K 0.6% 42
2024
Q2 		$35.4M Sell
69,518
-552
-0.8% -$271K 0.54% 45
2024
Q1 		$34.7M Buy
70,070
+5,777
+9% +$2.94M 0.54% 51
2023
Q4 		$33.8M Buy
64,293
+25
+0% +$13.3K 0.57% 45
2023
Q3 		$32.4M Sell
64,268
-1,018
-2% -$501K 0.6% 43
2023
Q2 		$31.4M Sell
65,286
-3,537
-5% -$1.73M 0.56% 45
2023
Q1 		$33.7M Sell
68,823
-1,291
-2% -$623K 0.64% 38
2022
Q4 		$37.2M Sell
70,114
-2,465
-3% -$1.31M 0.73% 32
2022
Q3 		$36.7M Buy
72,579
+18,485
+34% +$9.72M 0.75% 31
2022
Q2 		$27.8M Sell
54,094
-208
-0.4% -$104K 0.64% 41
2022
Q1 		$27.7M Buy
54,302
+4,713
+10% +$2.27M 0.54% 52
2021
Q4 		$24.9M Buy
49,589
+5,344
+12% +$2.42M 0.47% 62
2021
Q3 		$17.3M Buy
44,245
+247
+0.6% +$102K 0.36% 77
2021
Q2 		$17.6M Buy
43,998
+737
+2% +$294K 0.42% 68
2021
Q1 		$16.1M Buy
43,261
+7,716
+22% +$2.67M 0.42% 71
2020
Q4 		$12.5M Sell
35,545
-179
-0.5% -$60K 0.37% 79
2020
Q3 		$11.1M Buy
35,724
+4,175
+13% +$1.28M 0.4% 71
2020
Q2 		$9.3M Buy
31,549
+748
+2% +$214K 0.37% 75
2020
Q1 		$7.68M Buy
30,801
+16,377
+114% +$4.51M 0.36% 82
2019
Q4 		$4.24M Buy
14,424
+549
+4% +$144K 0.17% 119
2019
Q3 		$3.02M Buy
13,875
+322
+2% +$77.7K 0.13% 134
2019
Q2 		$3.31M Buy
13,553
+325
+2% +$78.2K 0.14% 129
2019
Q1 		$3.27M Buy
13,228
+1,942
+17% +$495K 0.15% 125
2018
Q4 		$2.81M Buy
11,286
+3,104
+38% +$820K 0.14% 128
2018
Q3 		$2.18M Buy
8,182
+344
+4% +$89.5K 0.11% 146
2018
Q2 		$1.92M Buy
7,838
+3,110
+66% +$747K 0.1% 143
2018
Q1 		$1.01M Buy
4,728
+224
+5% +$51.2K 0.05% 176
2017
Q4 		$993K Buy
4,504
+724
+19% +$153K 0.05% 174
2017
Q3 		$740K Buy
3,780
+256
+7% +$49.5K 0.04% 190
2017
Q2 		$653K Buy
3,524
+111
+3% +$19.5K 0.04% 203
2017
Q1 		$560K Buy
3,413
+493
+17% +$80.7K 0.03% 209
2016
Q4 		$467K Buy
2,920
+701
+32% +$105K 0.03% 211
2016
Q3 		$311K Hold
2,219
– – 0.02% 266
2016
Q2 		$313K Buy
+2,219
New +$296K 0.02% 260

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

Peapack-Gladstone Financial Corp's UNH Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp increased its UnitedHealth (UNH) stake by 4.1% in Q1 2026, buying an estimated $653K and bringing the position to 55,552 shares worth $15M. The position accounts for 0.19% of the portfolio, ranked #123.

Peapack-Gladstone Financial Corp first reported a position in UNH in Q2 2016 and has held it in 40 quarters since. The position peaked at $41.3M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 55,552 shares of UnitedHealth worth $15M as of Q1 2026.
  • Peapack-Gladstone Financial Corp bought 2,194 UnitedHealth shares in Q1 2026, an estimated $653K.
  • UnitedHealth made up 0.19% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #123 holding.
  • Peapack-Gladstone Financial Corp first reported a position in UnitedHealth in Q2 2016 and has held it in 40 quarters since.
  • Peapack-Gladstone Financial Corp's UnitedHealth position peaked at $41.3M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.