Pembroke Management’s UnitedHealth UNH Stock Holding History

Pembroke 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 Q3	$337K	Buy	919 +183	+25%	+$73.7K	0.04%	103
2026 Q2	$306K	Buy	+736	New	+$273K	0.04%	96
2026 Q1	–	Sell	-824	Closed	-$272K	–	105
2025 Q4	$272K	Buy	824 +95	+13%	+$32.2K	0.03%	90
2025 Q3	$252K	Buy	+729	New	+$220K	0.03%	85
2020 Q1	–	Sell	-64,173	Closed	-$18.9M	–	74
2019 Q4	$18.9M	Buy	+64,173	New	+$16.8M	1.6%	28

Other funds holding UNH

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Pembroke Management's UNH Position: Q3 2026 in Review

Pembroke Management increased its UnitedHealth (UNH) stake by 25% in Q3 2026, buying an estimated $73.7K and bringing the position to 919 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #103.

Pembroke Management first reported a position in UNH in Q4 2019 and has held it in 5 quarters since. The position peaked at $18.9M in Q4 2019. 2,547 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Pembroke Management held 919 shares of UnitedHealth worth $337K as of Q3 2026.
Pembroke Management bought 183 UnitedHealth shares in Q3 2026, an estimated $73.7K.
UnitedHealth made up 0.04% of Pembroke Management's portfolio in Q3 2026, its #103 holding.
Pembroke Management first reported a position in UnitedHealth in Q4 2019 and has held it in 5 quarters since.
Pembroke Management's UnitedHealth position peaked at $18.9M in Q4 2019.
2,547 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Pembroke Management's 13F filing for Q3 2026, filed 21 Oct 2026.