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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Penserra Capital Management's UNH Position: Q1 2026 in Review

Penserra Capital Management increased its UnitedHealth (UNH) stake by 3.3% in Q1 2026, buying an estimated $170K and bringing the position to 17,750 shares worth $4.8M. The position accounts for 0.06% of the portfolio, ranked #274.

Penserra Capital Management first reported a position in UNH in Q4 2015 and has held it in 42 quarters since. The position peaked at $183M in Q2 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Penserra Capital Management held 17,750 shares of UnitedHealth worth $4.8M as of Q1 2026.
  • Penserra Capital Management bought 570 UnitedHealth shares in Q1 2026, an estimated $170K.
  • UnitedHealth made up 0.06% of Penserra Capital Management's portfolio in Q1 2026, its #274 holding.
  • Penserra Capital Management first reported a position in UnitedHealth in Q4 2015 and has held it in 42 quarters since.
  • Penserra Capital Management's UnitedHealth position peaked at $183M in Q2 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Penserra Capital Management's 13F filing for Q1 2026, filed 11 May 2026.