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Penserra Capital Management’s UnitedHealth UNH Stock Holding History

Penserra Capital 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
2023
Q3 		– Sell
-700
Closed -$1K – 1377
2023
Q2 		$1K Buy
+700
New +$342K ﹤0.01% 1248

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Penserra Capital Management's UNH Position: Q2 2026 in Review

Penserra Capital Management reduced its UnitedHealth (UNH) stake by 35% in Q2 2026, selling an estimated $2.33M and leaving 11,477 shares worth $4.77M. The position accounts for 0.04% of the portfolio, ranked #295.

Penserra Capital Management first reported a position in UNH in Q4 2015 and has held it in 43 quarters since. The position peaked at $183M in Q2 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Penserra Capital Management held 11,477 shares of UnitedHealth worth $4.77M as of Q2 2026.
  • Penserra Capital Management sold 6,273 UnitedHealth shares in Q2 2026, an estimated $2.33M.
  • UnitedHealth made up 0.04% of Penserra Capital Management's portfolio in Q2 2026, its #295 holding.
  • Penserra Capital Management first reported a position in UnitedHealth in Q4 2015 and has held it in 43 quarters since.
  • Penserra Capital Management's UnitedHealth position peaked at $183M in Q2 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.