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
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 $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

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

Permanent Capital Management reduced its UnitedHealth (UNH) stake by 30% in Q1 2026, selling an estimated $87.9K and leaving 694 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #134.

Permanent Capital Management first reported a position in UNH in Q2 2024 and has held it in 6 quarters since. The position peaked at $755K in Q1 2025. 3,027 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Permanent Capital Management held 694 shares of UnitedHealth worth $257K as of Q1 2026.
  • Permanent Capital Management sold 295 UnitedHealth shares in Q1 2026, an estimated $87.9K.
  • UnitedHealth made up 0.04% of Permanent Capital Management's portfolio in Q1 2026, its #134 holding.
  • Permanent Capital Management first reported a position in UnitedHealth in Q2 2024 and has held it in 6 quarters since.
  • Permanent Capital Management's UnitedHealth position peaked at $755K in Q1 2025.
  • 3,027 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.