PFM Health Sciences’s UnitedHealth UNH Stock Holding History

PFM Health Sciences’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
2025 Q1	–	Sell	-57,300	Closed	-$29M	–	91
2024 Q4	$29M	Buy	+57,300	New	+$32.6M	1.8%	16
2024 Q3	–	Sell	-52,400	Closed	-$26.7M	–	87
2024 Q2	$26.7M	Buy	+52,400	New	+$25.7M	1.32%	28
2023 Q1	–	Sell	-69,600	Closed	-$36.9M	–	99
2022 Q4	$36.9M	Buy	+69,600	New	+$36.9M	1.32%	33
2021 Q4	–	Sell	-157,200	Closed	-$61.4M	–	88
2021 Q3	$61.4M	Buy	+157,200	New	+$65.1M	1.81%	19

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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.