PHS
UNH icon

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
Q3 		– Sell
-65,000
Closed -$20.3M – 85
2025
Q2 		$20.3M Buy
+65,000
New +$24.8M 1.73% 20
2023
Q2 		– Sell
-64,700
Closed -$30.6M – 92
2023
Q1 		$30.6M Buy
+64,700
New +$31.2M 1.35% 32

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

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.