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Permanens Capital’s UnitedHealth UNH Stock Holding History

Permanens Capital’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 		$2.62M Buy
6,297
+212
+3% +$78.6K 0.27% 38
2026
Q1 		$1.65M Sell
6,085
-4,065
-40% -$1.21M 0.21% 35
2025
Q4 		$3.35M Sell
10,150
-9,634
-49% -$3.26M 0.44% 22
2025
Q3 		$6.83M Buy
19,784
+13,247
+203% +$4.01M 1.02% 14
2025
Q2 		$2.04M Buy
6,537
+4,044
+162% +$1.55M 0.28% 28
2025
Q1 		$1.31M Buy
2,493
+1,009
+68% +$516K 0.24% 28
2024
Q4 		$751K Hold
1,484
– – 0.14% 34
2024
Q3 		$868K Buy
+1,484
New +$839K 0.18% 31

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

Permanens Capital's UNH Position: Q2 2026 in Review

Permanens Capital increased its UnitedHealth (UNH) stake by 3.5% in Q2 2026, buying an estimated $78.6K and bringing the position to 6,297 shares worth $2.62M. The position accounts for 0.27% of the portfolio, ranked #38.

Permanens Capital first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.83M in Q3 2025. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Permanens Capital held 6,297 shares of UnitedHealth worth $2.62M as of Q2 2026.
  • Permanens Capital bought 212 UnitedHealth shares in Q2 2026, an estimated $78.6K.
  • UnitedHealth made up 0.27% of Permanens Capital's portfolio in Q2 2026, its #38 holding.
  • Permanens Capital first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
  • Permanens Capital's UnitedHealth position peaked at $6.83M in Q3 2025.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Permanens Capital's 13F filing for Q2 2026, filed 14 Aug 2026.