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PFS Partners’s UnitedHealth UNH Stock Holding History

PFS Partners’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 		$13.7K Hold
33
– – 0.01% 346
2026
Q1 		$8.93K Buy
33
+25
+313% +$7.45K ﹤0.01% 372
2025
Q4 		$2.64K Hold
8
– – ﹤0.01% 497
2025
Q3 		$2.76K Buy
+8
New +$2.42K ﹤0.01% 485

Other funds holding UNH

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

PFS Partners's UNH Position: Q2 2026 in Review

PFS Partners held its UnitedHealth (UNH) position steady in Q2 2026 at 33 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #346.

PFS Partners first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 1,670 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • PFS Partners held 33 shares of UnitedHealth worth $13.7K as of Q2 2026.
  • PFS Partners left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.01% of PFS Partners's portfolio in Q2 2026, its #346 holding.
  • PFS Partners first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • 1,670 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.