Pekin Hardy Strauss’s UnitedHealth UNH Stock Holding History

Pekin Hardy Strauss’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	$203K	Sell	749 -700	-48%	-$208K	0.02%	441
2025 Q4	$478K	Sell	1,449 -3,986	-73%	-$1.35M	0.04%	283
2025 Q3	$1.88M	Buy	5,435 +2,204	+68%	+$667K	0.19%	125
2025 Q2	$1.01M	Buy	3,231 +128	+4%	+$48.9K	0.11%	168
2025 Q1	$1.63M	Buy	3,103 +13	+0.4%	+$6.65K	0.2%	121
2024 Q4	$1.56M	Buy	+3,090	New	+$1.76M	0.2%	114
2015 Q1	–	Sell	-9,828	Closed	-$993K	–	229
2014 Q4	$993K	Buy	+9,828	New	+$931K	0.15%	112

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Pekin Hardy Strauss's UNH Position: Q1 2026 in Review

Pekin Hardy Strauss reduced its UnitedHealth (UNH) stake by 48% in Q1 2026, selling an estimated $208K and leaving 749 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #441.

Pekin Hardy Strauss first reported a position in UNH in Q4 2014 and has held it in 7 quarters since. The position peaked at $1.88M in Q3 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Pekin Hardy Strauss held 749 shares of UnitedHealth worth $203K as of Q1 2026.
Pekin Hardy Strauss sold 700 UnitedHealth shares in Q1 2026, an estimated $208K.
UnitedHealth made up 0.02% of Pekin Hardy Strauss's portfolio in Q1 2026, its #441 holding.
Pekin Hardy Strauss first reported a position in UnitedHealth in Q4 2014 and has held it in 7 quarters since.
Pekin Hardy Strauss's UnitedHealth position peaked at $1.88M in Q3 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.