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PFG Investments’s UnitedHealth UNH Stock Holding History

PFG Investments’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 		$4.21M Sell
10,130
-597
-6% -$221K 0.16% 121
2026
Q1 		$2.9M Sell
10,727
-1,173
-10% -$349K 0.14% 139
2025
Q4 		$3.93M Sell
11,900
-1,675
-12% -$568K 0.19% 102
2025
Q3 		$4.69M Buy
13,575
+1,782
+15% +$539K 0.24% 73
2025
Q2 		$3.68M Buy
11,793
+3,127
+36% +$1.2M 0.22% 91
2025
Q1 		$4.54M Sell
8,666
-1,829
-17% -$935K 0.29% 69
2024
Q4 		$5.31M Sell
10,495
-1,033
-9% -$587K 0.33% 58
2024
Q3 		$6.74M Sell
11,528
-24
-0.2% -$13.6K 0.44% 37
2024
Q2 		$5.88M Sell
11,552
-1,320
-10% -$647K 0.42% 41
2024
Q1 		$6.37M Buy
12,872
+6,830
+113% +$3.47M 0.38% 48
2023
Q4 		$3.18M Buy
6,042
+364
+6% +$194K 0.59% 30
2023
Q3 		$2.86M Buy
5,678
+807
+17% +$397K 0.54% 33
2023
Q2 		$2.34M Buy
4,871
+739
+18% +$361K 0.42% 45
2023
Q1 		$1.95M Buy
+4,132
New +$1.99M 0.4% 55

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

PFG Investments's UNH Position: Q2 2026 in Review

PFG Investments reduced its UnitedHealth (UNH) stake by 5.6% in Q2 2026, selling an estimated $221K and leaving 10,130 shares worth $4.21M. The position accounts for 0.16% of the portfolio, ranked #121.

PFG Investments first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.74M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • PFG Investments held 10,130 shares of UnitedHealth worth $4.21M as of Q2 2026.
  • PFG Investments sold 597 UnitedHealth shares in Q2 2026, an estimated $221K.
  • UnitedHealth made up 0.16% of PFG Investments's portfolio in Q2 2026, its #121 holding.
  • PFG Investments first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's UnitedHealth position peaked at $6.74M in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.