PCM
UNH icon

Permanent Capital Management’s UnitedHealth UNH Stock Holding History

Permanent 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
2026
Q2 		$288K Hold
694
– – 0.04% 155
2026
Q1 		$257K Sell
694
-295
-30% -$87.9K 0.04% 134
2025
Q4 		$326K Buy
989
+258
+35% +$87.4K 0.06% 106
2025
Q3 		$252K Buy
+731
New +$221K 0.05% 125
2025
Q1 		$755K Hold
1,442
– – 0.22% 26
2024
Q4 		$729K Buy
+1,442
New +$819K 0.23% 25
2024
Q2 		$228K Buy
+731
New +$358K 0.05% 130

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 $3.38T AUM 44.17% 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

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

Permanent Capital Management held its UnitedHealth (UNH) position steady in Q2 2026 at 694 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #155.

Permanent Capital Management first reported a position in UNH in Q2 2024 and has held it in 7 quarters since. The position peaked at $755K in Q1 2025. 3,392 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Permanent Capital Management held 694 shares of UnitedHealth worth $288K as of Q2 2026.
  • Permanent Capital Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.04% of Permanent Capital Management's portfolio in Q2 2026, its #155 holding.
  • Permanent Capital Management first reported a position in UnitedHealth in Q2 2024 and has held it in 7 quarters since.
  • Permanent Capital Management's UnitedHealth position peaked at $755K in Q1 2025.
  • 3,392 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.