Peddock Capital Advisors’s UnitedHealth UNH Stock Holding History

Peddock Capital Advisors’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	$217K	Buy	+521	New	+$193K	0.04%	158
2025 Q2	–	Sell	-500	Closed	-$262K	–	163
2025 Q1	$262K	Sell	500 -24	-5%	-$12.3K	0.07%	140
2024 Q4	$265K	Hold	524	–	–	0.06%	139
2024 Q3	$306K	Hold	524	–	–	0.07%	134
2024 Q2	$267K	Sell	524 -125	-19%	-$61.3K	0.07%	135
2024 Q1	$321K	Hold	649	–	–	0.08%	126
2023 Q4	$342K	Sell	649 -12	-2%	-$6.4K	0.1%	118
2023 Q3	$333K	Hold	661	–	–	0.11%	114
2023 Q2	$318K	Buy	661 +10	+2%	+$4.89K	0.1%	118
2023 Q1	$308K	Buy	651 +24	+4%	+$11.6K	0.11%	122
2022 Q4	$332K	Buy	627 +61	+11%	+$32.3K	0.13%	117
2022 Q3	$286K	Buy	566 +66	+13%	+$34.7K	0.12%	129
2022 Q2	$257K	Hold	500	–	–	0.1%	133
2022 Q1	$255K	Hold	500	–	–	0.08%	142
2021 Q4	$251K	Buy	+500	New	+$226K	0.08%	129
2021 Q3	–	Sell	-500	Closed	-$206K	–	144
2021 Q2	$206K	Buy	+500	New	+$199K	0.07%	142
2018 Q4	–	Sell	-25	Closed	-$7K	–	264
2018 Q3	$7K	Hold	25	–	–	﹤0.01%	235
2018 Q2	$6K	Buy	+25	New	+$6K	﹤0.01%	234

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Peddock Capital Advisors's UNH Position: Q2 2026 in Review

Peddock Capital Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 521 shares worth $217K. The stake represents 0.04% of the portfolio and ranks #158 among its holdings. This is a return to the name: Peddock Capital Advisors previously reported a position in UNH as recently as Q1 2025.

Peddock Capital Advisors first reported a position in UNH in Q2 2018 and has held it in 18 quarters since. The position peaked at $342K in Q4 2023. 940 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Peddock Capital Advisors held 521 shares of UnitedHealth worth $217K as of Q2 2026.
UnitedHealth was a new Peddock Capital Advisors position in Q2 2026.
UnitedHealth made up 0.04% of Peddock Capital Advisors's portfolio in Q2 2026, its #158 holding.
Peddock Capital Advisors first reported a position in UnitedHealth in Q2 2018 and has held it in 18 quarters since.
Peddock Capital Advisors's UnitedHealth position peaked at $342K in Q4 2023.
940 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Peddock Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.