Pine Valley Investments’s UnitedHealth UNH Stock Holding History

Pine Valley Investments’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	$3.91M	Sell	9,398 -1,091	-10%	-$404K	0.15%	133
2026 Q1	$2.84M	Sell	10,489 -1,241	-11%	-$370K	0.13%	161
2025 Q4	$3.87M	Sell	11,730 -20,239	-63%	-$6.86M	0.18%	123
2025 Q3	$11M	Sell	31,969 -3,976	-11%	-$1.2M	0.54%	45
2025 Q2	$11.2M	Buy	35,945 +12,010	+50%	+$4.59M	0.62%	40
2025 Q1	$12.5M	Buy	23,935 +1,024	+4%	+$523K	0.76%	31
2024 Q4	$11.6M	Buy	22,911 +3,948	+21%	+$2.24M	0.69%	33
2024 Q3	$11.1M	Buy	18,963 +930	+5%	+$526K	0.67%	30
2024 Q2	$9.18M	Buy	18,033 +2,031	+13%	+$995K	0.6%	37
2024 Q1	$7.92M	Buy	16,002 +1,431	+10%	+$727K	0.53%	43
2023 Q4	$7.67M	Buy	14,571 +2,057	+16%	+$1.1M	0.55%	36
2023 Q3	$6.31M	Buy	12,514 +1,730	+16%	+$851K	0.57%	38
2023 Q2	$5.18M	Buy	10,784 +1,513	+16%	+$740K	0.51%	51
2023 Q1	$4.43M	Buy	+9,271	New	+$4.47M	0.65%	32

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Pine Valley Investments's UNH Position: Q2 2026 in Review

Pine Valley Investments reduced its UnitedHealth (UNH) stake by 10% in Q2 2026, selling an estimated $404K and leaving 9,398 shares worth $3.91M. The position accounts for 0.15% of the portfolio, ranked #133.

Pine Valley Investments first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.5M in Q1 2025. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Pine Valley Investments held 9,398 shares of UnitedHealth worth $3.91M as of Q2 2026.
Pine Valley Investments sold 1,091 UnitedHealth shares in Q2 2026, an estimated $404K.
UnitedHealth made up 0.15% of Pine Valley Investments's portfolio in Q2 2026, its #133 holding.
Pine Valley Investments first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
Pine Valley Investments's UnitedHealth position peaked at $12.5M in Q1 2025.
1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.