POIA
UNH icon

Pin Oak Investment Advisors’s UnitedHealth UNH Stock Holding History

Pin Oak Investment 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
Q1 		$68K Hold
252
– – 0.05% 181
2025
Q4 		$70K Hold
252
– – 0.05% 182
2025
Q3 		$87K Sell
252
-90
-26% -$27.2K 0.06% 162
2025
Q2 		$179K Sell
342
-660
-66% -$252K 0.15% 101
2025
Q1 		$517K Buy
1,002
+616
+160% +$315K 0.39% 55
2024
Q4 		$226K Hold
386
– – 0.21% 78
2024
Q3 		$225K Hold
386
– – 0.2% 79
2024
Q2 		$197K Hold
386
– – 0.19% 89
2024
Q1 		$191K Hold
386
– – 0.18% 94
2023
Q4 		$203K Hold
386
– – 0.21% 80
2023
Q3 		$195K Buy
386
+16
+4% +$7.87K 0.22% 78
2023
Q2 		$178K Buy
370
+30
+9% +$14.7K 0.2% 83
2023
Q1 		$161K Buy
340
+206
+154% +$99.4K 0.2% 86
2022
Q4 		$71K Hold
134
– – 0.09% 122
2022
Q3 		$68K Hold
134
– – 0.09% 124
2022
Q2 		$69K Sell
134
-118
-47% -$59.3K 0.08% 129
2022
Q1 		$129K Hold
252
– – 0.14% 99
2021
Q4 		$127K Hold
252
– – 0.13% 103
2021
Q3 		$98K Sell
252
-107
-30% -$44.3K 0.11% 122
2021
Q2 		$144K Sell
359
-338
-48% -$135K 0.15% 98
2021
Q1 		$259K Sell
697
-134
-16% -$46.4K 0.22% 81
2020
Q4 		$291K Buy
831
+86
+12% +$28.8K 0.24% 81
2020
Q3 		$232K Buy
745
+638
+596% +$196K 0.22% 88
2020
Q2 		$32K Hold
107
– – 0.03% 192
2020
Q1 		$27K Hold
107
– – 0.03% 205
2019
Q4 		$31K Sell
107
-278
-72% -$72.7K 0.02% 217
2019
Q3 		$84K Buy
385
+1
+0.3% +$241 0.07% 156
2019
Q2 		$94K Buy
+384
New +$92.4K 0.07% 155

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

Pin Oak Investment Advisors's UNH Position: Q1 2026 in Review

Pin Oak Investment Advisors held its UnitedHealth (UNH) position steady in Q1 2026 at 252 shares worth $68K. The position accounts for 0.05% of the portfolio, ranked #181.

Pin Oak Investment Advisors first reported a position in UNH in Q2 2019 and has held it in 28 quarters since. The position peaked at $517K in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Pin Oak Investment Advisors held 252 shares of UnitedHealth worth $68K as of Q1 2026.
  • Pin Oak Investment Advisors left its UnitedHealth share count unchanged in Q1 2026.
  • UnitedHealth made up 0.05% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #181 holding.
  • Pin Oak Investment Advisors first reported a position in UnitedHealth in Q2 2019 and has held it in 28 quarters since.
  • Pin Oak Investment Advisors's UnitedHealth position peaked at $517K in Q1 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.