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Persium Advisors’s UnitedHealth UNH Stock Holding History

Persium Advisors’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 		$858K Buy
3,171
+1,975
+165% +$588K 0.68% 23
2025
Q4 		$395K Sell
1,196
-982
-45% -$333K 0.28% 48
2025
Q3 		$752K Buy
2,178
+291
+15% +$88K 0.56% 34
2025
Q2 		$589K Buy
1,887
+709
+60% +$271K 0.49% 42
2025
Q1 		$617K Buy
1,178
+192
+19% +$98.2K 0.58% 26
2024
Q4 		$499K Buy
+986
New +$560K 0.49% 42

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

Persium Advisors's UNH Position: Q1 2026 in Review

Persium Advisors increased its UnitedHealth (UNH) stake by 165% in Q1 2026, buying an estimated $588K and bringing the position to 3,171 shares worth $858K. The position accounts for 0.68% of the portfolio, ranked #23.

Persium Advisors first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Persium Advisors held 3,171 shares of UnitedHealth worth $858K as of Q1 2026.
  • Persium Advisors bought 1,975 UnitedHealth shares in Q1 2026, an estimated $588K.
  • UnitedHealth made up 0.68% of Persium Advisors's portfolio in Q1 2026, its #23 holding.
  • Persium Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Persium Advisors's 13F filing for Q1 2026, filed 1 May 2026.