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Pine Harbor Wealth Management’s UnitedHealth UNH Stock Holding History

Pine Harbor Wealth Management’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 		– Sell
-719
Closed -$237K – 111
2025
Q4 		$237K Buy
719
+4
+0.6% +$1.36K 0.07% 98
2025
Q3 		$247K Sell
715
-44
-6% -$13.3K 0.08% 96
2025
Q2 		$237K Buy
+759
New +$290K 0.08% 92

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

Pine Harbor Wealth Management's UNH Position: Q1 2026 in Review

Pine Harbor Wealth Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 719 shares — an estimated $237K sold.

Pine Harbor Wealth Management first reported a position in UNH in Q2 2025 and held it in 3 quarters. The position peaked at $247K in Q3 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Pine Harbor Wealth Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Pine Harbor Wealth Management sold 719 UnitedHealth shares in Q1 2026, an estimated $237K.
  • Pine Harbor Wealth Management first reported a position in UnitedHealth in Q2 2025 and held it in 3 quarters.
  • Pine Harbor Wealth Management's UnitedHealth position peaked at $247K in Q3 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.