PFM Health Sciences’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.7M | Buy |
58,038
+7,499
| +15% | +$2.23M | 1.43% | 21 |
|
|
2025
Q4 | $16.7M | Buy |
+50,539
| New | +$17.1M | 1.66% | 21 |
|
|
2025
Q3 | – | Sell |
-34,623
| Closed | -$10.8M | – | 84 |
|
|
2025
Q2 | $10.8M | Sell |
34,623
-1,281
| -4% | -$490K | 0.92% | 32 |
|
|
2025
Q1 | $18.8M | Sell |
35,904
-39,684
| -53% | -$20.3M | 1.37% | 26 |
|
|
2024
Q4 | $38.2M | Hold |
75,588
| – | – | 2.37% | 15 |
|
|
2024
Q3 | $44.2M | Buy |
75,588
+6,150
| +9% | +$3.48M | 2.5% | 12 |
|
|
2024
Q2 | $35.4M | Buy |
69,438
+50,077
| +259% | +$24.5M | 1.75% | 20 |
|
|
2024
Q1 | $9.58M | Hold |
19,361
| – | – | 0.45% | 55 |
|
|
2023
Q4 | $10.2M | Sell |
19,361
-96,706
| -83% | -$51.6M | 0.61% | 45 |
|
|
2023
Q3 | $58.5M | Hold |
116,067
| – | – | 2.76% | 7 |
|
|
2023
Q2 | $55.8M | Hold |
116,067
| – | – | 2.17% | 14 |
|
|
2023
Q1 | $54.9M | Hold |
116,067
| – | – | 2.42% | 9 |
|
|
2022
Q4 | $61.5M | Buy |
116,067
+4,513
| +4% | +$2.39M | 2.2% | 10 |
|
|
2022
Q3 | $56.3M | Hold |
111,554
| – | – | 2.04% | 14 |
|
|
2022
Q2 | $57.3M | Hold |
111,554
| – | – | 2.19% | 13 |
|
|
2022
Q1 | $56.9M | Hold |
111,554
| – | – | 2.13% | 15 |
|
|
2021
Q4 | $56M | Sell |
111,554
-33,741
| -23% | -$15.3M | 1.91% | 17 |
|
|
2021
Q3 | $56.8M | Hold |
145,295
| – | – | 1.67% | 23 |
|
|
2021
Q2 | $58.2M | Hold |
145,295
| – | – | 1.82% | 19 |
|
|
2021
Q1 | $54.1M | Buy |
145,295
+43,196
| +42% | +$15M | 1.65% | 20 |
|
|
2020
Q4 | $35.8M | Buy |
+102,099
| New | +$34.2M | 1.26% | 31 |
|
|
2020
Q3 | – | Sell |
-55,910
| Closed | -$16.5M | – | 94 |
|
|
2020
Q2 | $16.5M | Sell |
55,910
-48,812
| -47% | -$14M | 0.86% | 44 |
|
|
2020
Q1 | $26.1M | Buy |
104,722
+10,023
| +11% | +$2.76M | 2.14% | 19 |
|
|
2019
Q4 | $27.8M | Buy |
+94,699
| New | +$24.8M | 1.33% | 30 |
|
|
2019
Q3 | – | Sell |
-61,321
| Closed | -$15M | – | 104 |
|
|
2019
Q2 | $15M | Sell |
61,321
-390,368
| -86% | -$93.9M | 0.28% | 72 |
|
|
2019
Q1 | $112M | Buy |
451,689
+210,804
| +88% | +$53.8M | 2.47% | 7 |
|
|
2018
Q4 | $60M | Buy |
240,885
+15,092
| +7% | +$3.99M | 1.59% | 26 |
|
|
2018
Q3 | $60.1M | Sell |
225,793
-76,895
| -25% | -$20M | 0.88% | 47 |
|
|
2018
Q2 | $74.3M | Sell |
302,688
-208,583
| -41% | -$50.1M | 1.16% | 28 |
|
|
2018
Q1 | $109M | Buy |
511,271
+138,863
| +37% | +$31.7M | 2.22% | 9 |
|
|
2017
Q4 | $82.1M | Buy |
372,408
+67,336
| +22% | +$14.3M | 1.95% | 16 |
|
|
2017
Q3 | $59.7M | Sell |
305,072
-23,757
| -7% | -$4.59M | 1.17% | 31 |
|
|
2017
Q2 | $61M | Buy |
328,829
+15,431
| +5% | +$2.71M | 1.64% | 23 |
|
|
2017
Q1 | $51.4M | Sell |
313,398
-214,167
| -41% | -$35.1M | 1.29% | 29 |
|
|
2016
Q4 | $84.4M | Buy |
527,565
+296,675
| +128% | +$44.3M | 2.38% | 9 |
|
|
2016
Q3 | $32.3M | Sell |
230,890
-136,157
| -37% | -$19.1M | 0.95% | 43 |
|
|
2016
Q2 | $51.8M | Buy |
+367,047
| New | +$48.9M | 1.56% | 27 |
|
|
2016
Q1 | – | Sell |
-174,697
| Closed | -$20.6M | – | 96 |
|
|
2015
Q4 | $20.6M | Sell |
174,697
-1,290,805
| -88% | -$151M | 0.62% | 46 |
|
|
2015
Q3 | $170M | Buy |
1,465,502
+1,042,438
| +246% | +$125M | 4.78% | 4 |
|
|
2015
Q2 | $51.6M | Sell |
423,064
-362,681
| -46% | -$42.9M | 1.31% | 31 |
|
|
2015
Q1 | $92.9M | Buy |
785,745
+89,402
| +13% | +$9.93M | 2.56% | 8 |
|
|
2014
Q4 | $70.4M | Buy |
+696,343
| New | +$66M | 1.64% | 21 |
|
Other funds holding UNH
VCM
VPM
PFM Health Sciences's UNH Position: Q1 2026 in Review
PFM Health Sciences increased its UnitedHealth (UNH) stake by 15% in Q1 2026, buying an estimated $2.23M and bringing the position to 58,038 shares worth $15.7M. The position accounts for 1.43% of the portfolio, ranked #21.
PFM Health Sciences first reported a position in UNH in Q4 2014 and has held it in 42 quarters since. The position peaked at $170M in Q3 2015. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- PFM Health Sciences held 58,038 shares of UnitedHealth worth $15.7M as of Q1 2026.
- PFM Health Sciences bought 7,499 UnitedHealth shares in Q1 2026, an estimated $2.23M.
- UnitedHealth made up 1.43% of PFM Health Sciences's portfolio in Q1 2026, its #21 holding.
- PFM Health Sciences first reported a position in UnitedHealth in Q4 2014 and has held it in 42 quarters since.
- PFM Health Sciences's UnitedHealth position peaked at $170M in Q3 2015.
- 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on PFM Health Sciences's 13F filing for Q1 2026, filed 15 May 2026.