PFW Advisors’s UnitedHealth UNH Stock Holding History

PFW Advisors’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	$1.07M	Buy	2,580 +13	+0.5%	+$4.82K	0.31%	57
2026 Q1	$695K	Sell	2,567 -45	-2%	-$13.4K	0.22%	71
2025 Q4	$862K	Sell	2,612 -110	-4%	-$37.3K	0.26%	67
2025 Q3	$940K	Buy	2,722 +408	+18%	+$123K	0.28%	68
2025 Q2	$722K	Sell	2,314 -627	-21%	-$240K	0.22%	75
2025 Q1	$1.54M	Sell	2,941 -77	-3%	-$39.4K	0.48%	46
2024 Q4	$1.53M	Buy	+3,018	New	+$1.71M	0.47%	45
2024 Q2	$1.53M	Sell	3,009 -224	-7%	-$110K	0.49%	47
2024 Q1	$1.6M	Sell	3,233 -124	-4%	-$63K	0.49%	47
2023 Q4	$1.77M	Buy	3,357 +69	+2%	+$36.8K	0.56%	44
2023 Q3	$1.66M	Buy	3,288 +74	+2%	+$36.4K	0.59%	41
2023 Q2	$1.63M	Buy	+3,214	New	+$1.57M	0.54%	40
2019 Q3	$1.77M	Buy	+3,022	New	+$729K	0.53%	45

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

PFW Advisors's UNH Position: Q2 2026 in Review

PFW Advisors increased its UnitedHealth (UNH) stake by 0.51% in Q2 2026, buying an estimated $4.82K and bringing the position to 2,580 shares worth $1.07M. The position accounts for 0.31% of the portfolio, ranked #57.

PFW Advisors first reported a position in UNH in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.77M in Q4 2023. 699 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

PFW Advisors held 2,580 shares of UnitedHealth worth $1.07M as of Q2 2026.
PFW Advisors bought 13 UnitedHealth shares in Q2 2026, an estimated $4.82K.
UnitedHealth made up 0.31% of PFW Advisors's portfolio in Q2 2026, its #57 holding.
PFW Advisors first reported a position in UnitedHealth in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's UnitedHealth position peaked at $1.77M in Q4 2023.
699 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.