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 Q2	$306K	Buy	+736	New	+$273K	0.05%	75
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pembroke Management's UNH Position: Q2 2026 in Review

Pembroke Management opened a new position in UnitedHealth (UNH) in Q2 2026: 736 shares worth $306K. The stake represents 0.05% of the portfolio and ranks #75 among its holdings. This is a return to the name: Pembroke Management previously reported a position in UNH as recently as Q4 2025.

Pembroke Management first reported a position in UNH in Q4 2019 and has held it in 4 quarters since. The position peaked at $18.9M in Q4 2019. 1,529 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Pembroke Management held 736 shares of UnitedHealth worth $306K as of Q2 2026.
UnitedHealth was a new Pembroke Management position in Q2 2026.
UnitedHealth made up 0.05% of Pembroke Management's portfolio in Q2 2026, its #75 holding.
Pembroke Management first reported a position in UnitedHealth in Q4 2019 and has held it in 4 quarters since.
Pembroke Management's UnitedHealth position peaked at $18.9M in Q4 2019.
1,529 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Pembroke Management's 13F filing for Q2 2026, filed 22 Jul 2026.