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 Q2	$238K	Sell	572 -177	-24%	-$65.6K	0.02%	435
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pekin Hardy Strauss's UNH Position: Q2 2026 in Review

Pekin Hardy Strauss reduced its UnitedHealth (UNH) stake by 24% in Q2 2026, selling an estimated $65.6K and leaving 572 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #435.

Pekin Hardy Strauss first reported a position in UNH in Q4 2014 and has held it in 8 quarters since. The position peaked at $1.88M in Q3 2025. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Pekin Hardy Strauss held 572 shares of UnitedHealth worth $238K as of Q2 2026.
Pekin Hardy Strauss sold 177 UnitedHealth shares in Q2 2026, an estimated $65.6K.
UnitedHealth made up 0.02% of Pekin Hardy Strauss's portfolio in Q2 2026, its #435 holding.
Pekin Hardy Strauss first reported a position in UnitedHealth in Q4 2014 and has held it in 8 quarters since.
Pekin Hardy Strauss's UnitedHealth position peaked at $1.88M in Q3 2025.
3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.