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Persistent Asset Partners’s UnitedHealth UNH Stock Holding History

Persistent Asset Partners’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 		$593K Buy
+1,427
New +$529K 0.18% 99
2026
Q1 		– Sell
-2,766
Closed -$913K – 478
2025
Q4 		$913K Sell
2,766
-9,297
-77% -$3.15M 0.41% 70
2025
Q3 		$4.17M Buy
+12,063
New +$3.65M 2.86% 3
2025
Q2 		– Sell
-9,351
Closed -$4.9M – 238
2025
Q1 		$4.9M Sell
9,351
-2,473
-21% -$1.26M 4.11% 4
2024
Q4 		$6.41M Buy
+11,824
New +$6.72M 5.32% 3

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

Persistent Asset Partners's UNH Position: Q2 2026 in Review

Persistent Asset Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 1,427 shares worth $593K. The stake represents 0.18% of the portfolio and ranks #99 among its holdings. This is a return to the name: Persistent Asset Partners previously reported a position in UNH as recently as Q4 2025.

Persistent Asset Partners first reported a position in UNH in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.41M in Q4 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Persistent Asset Partners held 1,427 shares of UnitedHealth worth $593K as of Q2 2026.
  • UnitedHealth was a new Persistent Asset Partners position in Q2 2026.
  • UnitedHealth made up 0.18% of Persistent Asset Partners's portfolio in Q2 2026, its #99 holding.
  • Persistent Asset Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 5 quarters since.
  • Persistent Asset Partners's UnitedHealth position peaked at $6.41M in Q4 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Persistent Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.