Per Stirling Capital Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$307K Buy
1,133
+1
+0.1% +$298 0.03% 250
2025
Q4
$374K Buy
+1,132
New +$384K 0.04% 219

Other funds holding UNH

Per Stirling Capital Management's UNH Position: Q1 2026 in Review

Per Stirling Capital Management increased its UnitedHealth (UNH) stake by 0.09% in Q1 2026, buying an estimated $298 and bringing the position to 1,133 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #250.

Per Stirling Capital Management first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. The position peaked at $374K in Q4 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Per Stirling Capital Management held 1,133 shares of UnitedHealth worth $307K as of Q1 2026.
  • Per Stirling Capital Management bought 1 UnitedHealth share in Q1 2026, an estimated $298.
  • UnitedHealth made up 0.03% of Per Stirling Capital Management's portfolio in Q1 2026, its #250 holding.
  • Per Stirling Capital Management first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
  • Per Stirling Capital Management's UnitedHealth position peaked at $374K in Q4 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.