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PFG Advisors’s UnitedHealth UNH Stock Holding History

PFG 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
Q2 		$1.68M Sell
4,045
-1,811
-31% -$671K 0.08% 269
2026
Q1 		$1.58M Sell
5,856
-700
-11% -$208K 0.08% 282
2025
Q4 		$2.16M Sell
6,556
-7,360
-53% -$2.49M 0.11% 230
2025
Q3 		$4.81M Buy
13,916
+342
+3% +$103K 0.2% 136
2025
Q2 		$4.23M Buy
13,574
+2,252
+20% +$861K 0.2% 113
2025
Q1 		$5.93M Buy
11,322
+1,876
+20% +$959K 0.33% 72
2024
Q4 		$4.78M Sell
9,446
-469
-5% -$266K 0.29% 77
2024
Q3 		$5.8M Sell
9,915
-534
-5% -$302K 0.37% 63
2024
Q2 		$5.32M Buy
10,449
+263
+3% +$129K 0.36% 65
2024
Q1 		$5.04M Buy
10,186
+277
+3% +$141K 0.37% 62
2023
Q4 		$5.22M Buy
9,909
+639
+7% +$341K 0.42% 57
2023
Q3 		$4.67M Sell
9,270
-3,040
-25% -$1.5M 0.42% 59
2023
Q2 		$5.92M Buy
12,310
+1,174
+11% +$574K 0.45% 51
2023
Q1 		$5.26M Buy
11,136
+1,060
+11% +$512K 0.44% 52
2022
Q4 		$5.34M Buy
10,076
+1,959
+24% +$1.04M 0.52% 39
2022
Q3 		$4.1M Buy
8,117
+558
+7% +$293K 0.47% 47
2022
Q2 		$3.88M Buy
7,559
+222
+3% +$111K 0.44% 38
2022
Q1 		$3.74M Buy
7,337
+1,262
+21% +$609K 0.37% 49
2021
Q4 		$3.05M Sell
6,075
-538
-8% -$244K 0.3% 88
2021
Q3 		$2.58M Sell
6,613
-102
-2% -$42.2K 0.29% 99
2021
Q2 		$2.69M Sell
6,715
-56
-0.8% -$22.3K 0.31% 82
2021
Q1 		$2.52M Buy
6,771
+1,775
+36% +$615K 0.32% 82
2020
Q4 		$1.75M Sell
4,996
-414
-8% -$139K 0.3% 98
2020
Q3 		$1.75M Sell
5,410
-38
-0.7% -$11.7K 0.34% 84
2020
Q2 		$1.59M Buy
5,448
+5
+0.1% +$1.43K 0.36% 89
2020
Q1 		$1.54M Buy
5,443
+463
+9% +$127K 0.41% 80
2019
Q4 		$1.47M Buy
4,980
+859
+21% +$225K 0.36% 89
2019
Q3 		$915K Sell
4,121
-745
-15% -$180K 0.25% 122
2019
Q2 		$1.23M Buy
4,866
+50
+1% +$12K 0.33% 99
2019
Q1 		$1.12M Sell
4,816
-313
-6% -$79.8K 0.34% 94
2018
Q4 		$1.35M Buy
+5,129
New +$1.35M 0.42% 75

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PFG Advisors's UNH Position: Q2 2026 in Review

PFG Advisors reduced its UnitedHealth (UNH) stake by 31% in Q2 2026, selling an estimated $671K and leaving 4,045 shares worth $1.68M. The position accounts for 0.08% of the portfolio, ranked #269.

PFG Advisors first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.93M in Q1 2025. 1,307 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • PFG Advisors held 4,045 shares of UnitedHealth worth $1.68M as of Q2 2026.
  • PFG Advisors sold 1,811 UnitedHealth shares in Q2 2026, an estimated $671K.
  • UnitedHealth made up 0.08% of PFG Advisors's portfolio in Q2 2026, its #269 holding.
  • PFG Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
  • PFG Advisors's UnitedHealth position peaked at $5.93M in Q1 2025.
  • 1,307 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.