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PGIM Custom Harvest’s UnitedHealth UNH Stock Holding History

PGIM Custom Harvest’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
Q1 		$1.23M Buy
4,548
+27
+0.6% +$8.04K 0.02% 121
2025
Q4 		$1.49M Sell
4,521
-79
-2% -$26.8K 0.02% 112
2025
Q3 		$1.59M Sell
4,600
-632
-12% -$191K 0.02% 107
2025
Q2 		$1.63M Sell
5,232
-368
-7% -$141K 0.03% 91
2025
Q1 		$2.93M Buy
5,600
+1,812
+48% +$926K 0.07% 71
2024
Q4 		$1.92M Sell
3,788
-1,743
-32% -$990K 0.04% 90
2024
Q3 		$3.23M Buy
5,531
+55
+1% +$31.1K 0.07% 69
2024
Q2 		$2.79M Buy
5,476
+4,580
+511% +$2.24M 0.06% 70
2024
Q1 		$443K Sell
896
-18
-2% -$9.15K 0.01% 143
2023
Q4 		$481K Buy
914
+82
+10% +$43.7K 0.01% 128
2023
Q3 		$419K Sell
832
-278
-25% -$137K 0.02% 124
2023
Q2 		$534K Sell
1,110
-1,885
-63% -$922K 0.02% 113
2023
Q1 		$1.42M Sell
2,995
-867
-22% -$418K 0.06% 83
2022
Q4 		$2.05M Buy
+3,862
New +$2.05M 0.09% 70
2021
Q3 		$819K Buy
2,705
+268
+11% +$111K 0.12% 108
2021
Q2 		$975K Buy
2,437
+33
+1% +$13.2K 0.18% 84
2021
Q1 		$891K Buy
2,404
+1,709
+246% +$592K 0.22% 82
2020
Q4 		$244K Buy
+695
New +$233K 0.08% 115

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

PGIM Custom Harvest's UNH Position: Q1 2026 in Review

PGIM Custom Harvest increased its UnitedHealth (UNH) stake by 0.6% in Q1 2026, buying an estimated $8.04K and bringing the position to 4,548 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #121.

PGIM Custom Harvest first reported a position in UNH in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.23M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • PGIM Custom Harvest held 4,548 shares of UnitedHealth worth $1.23M as of Q1 2026.
  • PGIM Custom Harvest bought 27 UnitedHealth shares in Q1 2026, an estimated $8.04K.
  • UnitedHealth made up 0.02% of PGIM Custom Harvest's portfolio in Q1 2026, its #121 holding.
  • PGIM Custom Harvest first reported a position in UnitedHealth in Q4 2020 and has held it in 18 quarters since.
  • PGIM Custom Harvest's UnitedHealth position peaked at $3.23M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on PGIM Custom Harvest's 13F filing for Q1 2026, filed 13 May 2026.