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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
Q2 		$1.9M Buy
4,566
+18
+0.4% +$6.67K 0.02% 109
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 $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

PGIM Custom Harvest's UNH Position: Q2 2026 in Review

PGIM Custom Harvest increased its UnitedHealth (UNH) stake by 0.4% in Q2 2026, buying an estimated $6.67K and bringing the position to 4,566 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #109.

PGIM Custom Harvest first reported a position in UNH in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.23M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • PGIM Custom Harvest held 4,566 shares of UnitedHealth worth $1.9M as of Q2 2026.
  • PGIM Custom Harvest bought 18 UnitedHealth shares in Q2 2026, an estimated $6.67K.
  • UnitedHealth made up 0.02% of PGIM Custom Harvest's portfolio in Q2 2026, its #109 holding.
  • PGIM Custom Harvest first reported a position in UnitedHealth in Q4 2020 and has held it in 19 quarters since.
  • PGIM Custom Harvest's UnitedHealth position peaked at $3.23M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on PGIM Custom Harvest's 13F filing for Q2 2026, filed 13 Aug 2026.