PineStone Asset Management
UNH icon

PineStone Asset Management’s UnitedHealth UNH Stock Holding History

PineStone Asset 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
Q3 		$304M Buy
828,322
+20,800
+3% +$8.37M 1.98% 18
2026
Q2 		$336M Sell
807,522
-1,351
-0.2% -$501K 2.07% 18
2026
Q1 		$219M Sell
808,873
-16,832
-2% -$5.01M 1.54% 22
2025
Q4 		$273M Buy
825,705
+51,081
+7% +$17.3M 1.69% 21
2025
Q3 		$267M Sell
774,624
-54,732
-7% -$16.6M 1.66% 21
2025
Q2 		$259M Sell
829,356
-293,673
-26% -$112M 1.67% 21
2025
Q1 		$588M Buy
1,123,029
+257,154
+30% +$131M 4.44% 8
2024
Q4 		$438M Sell
865,875
-13,287
-2% -$7.55M 4.1% 7
2024
Q3 		$514M Buy
879,162
+19,930
+2% +$11.3M 4.96% 7
2024
Q2 		$438M Buy
859,232
+288,111
+50% +$141M 4.64% 7
2024
Q1 		$283M Sell
571,121
-354,333
-38% -$180M 4.49% 7
2023
Q4 		$487M Buy
925,454
+171,764
+23% +$91.6M 5.23% 7
2023
Q3 		$380M Buy
753,690
+535,581
+246% +$264M 5.48% 7
2023
Q2 		$105M Sell
218,109
-203,469
-48% -$99.5M 5.06% 7
2023
Q1 		$199M Buy
421,578
+361,065
+597% +$174M 4.82% 7
2022
Q4 		$32.1M Buy
+60,513
New +$32.1M 6.02% 5

Other funds holding UNH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PineStone Asset Management's UNH Position: Q3 2026 in Review

PineStone Asset Management increased its UnitedHealth (UNH) stake by 2.6% in Q3 2026, buying an estimated $8.37M and bringing the position to 828,322 shares worth $304M. The position accounts for 1.98% of the portfolio, ranked #18.

PineStone Asset Management first reported a position in UNH in Q4 2022 and has held it in 16 quarters since. The position peaked at $588M in Q1 2025. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • PineStone Asset Management held 828,322 shares of UnitedHealth worth $304M as of Q3 2026.
  • PineStone Asset Management bought 20,800 UnitedHealth shares in Q3 2026, an estimated $8.37M.
  • UnitedHealth made up 1.98% of PineStone Asset Management's portfolio in Q3 2026, its #18 holding.
  • PineStone Asset Management first reported a position in UnitedHealth in Q4 2022 and has held it in 16 quarters since.
  • PineStone Asset Management's UnitedHealth position peaked at $588M in Q1 2025.
  • 1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on PineStone Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.