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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PFM Health Sciences's UNH Position: Q2 2026 in Review

PFM Health Sciences increased its UnitedHealth (UNH) stake by 52% in Q2 2026, buying an estimated $11.2M and bringing the position to 88,276 shares worth $36.7M. The position accounts for 3.15% of the portfolio, ranked #6.

PFM Health Sciences first reported a position in UNH in Q4 2014 and has held it in 43 quarters since. The position peaked at $170M in Q3 2015. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • PFM Health Sciences held 88,276 shares of UnitedHealth worth $36.7M as of Q2 2026.
  • PFM Health Sciences bought 30,238 UnitedHealth shares in Q2 2026, an estimated $11.2M.
  • UnitedHealth made up 3.15% of PFM Health Sciences's portfolio in Q2 2026, its #6 holding.
  • PFM Health Sciences first reported a position in UnitedHealth in Q4 2014 and has held it in 43 quarters since.
  • PFM Health Sciences's UnitedHealth position peaked at $170M in Q3 2015.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on PFM Health Sciences's 13F filing for Q2 2026, filed 14 Aug 2026.