Pinion Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $456K | Buy |
1,684
+321
| +24% | +$95.6K | 0.11% | 118 |
|
|
2025
Q4 | $450K | Sell |
1,363
-29
| -2% | -$9.83K | 0.11% | 113 |
|
|
2025
Q3 | $505K | Sell |
1,392
-539
| -28% | -$163K | 0.14% | 108 |
|
|
2025
Q2 | $602K | Sell |
1,931
-1,429
| -43% | -$546K | 0.21% | 86 |
|
|
2025
Q1 | $1.76M | Sell |
3,360
-4
| -0.1% | -$2.04K | 0.39% | 43 |
|
|
2024
Q4 | $1.7M | Sell |
3,364
-64
| -2% | -$36.4K | 0.68% | 28 |
|
|
2024
Q3 | $2M | Buy |
3,428
+120
| +4% | +$67.9K | 0.84% | 22 |
|
|
2024
Q2 | $1.68M | Buy |
3,308
+122
| +4% | +$59.8K | 0.84% | 21 |
|
|
2024
Q1 | $1.58M | Buy |
3,186
+62
| +2% | +$31.5K | 0.82% | 21 |
|
|
2023
Q4 | $1.64M | Sell |
3,124
-200
| -6% | -$107K | 0.99% | 17 |
|
|
2023
Q3 | $1.68M | Buy |
3,324
+138
| +4% | +$67.9K | 1.09% | 16 |
|
|
2023
Q2 | $1.53M | Buy |
3,186
+808
| +34% | +$395K | 1.04% | 16 |
|
|
2023
Q1 | $1.12M | Sell |
2,378
-284
| -11% | -$137K | 1.05% | 18 |
|
|
2022
Q4 | $1.41M | Sell |
2,662
-492
| -16% | -$261K | 1.33% | 12 |
|
|
2022
Q3 | $1.59M | Sell |
3,154
-548
| -15% | -$288K | 1.39% | 9 |
|
|
2022
Q2 | $1.9M | Buy |
3,702
+48
| +1% | +$24.1K | 1.59% | 8 |
|
|
2022
Q1 | $1.86M | Buy |
3,654
+43
| +1% | +$20.7K | 1.29% | 10 |
|
|
2021
Q4 | $1.81M | Sell |
3,611
-64
| -2% | -$29K | 1.22% | 12 |
|
|
2021
Q3 | $1.44M | Buy |
3,675
+41
| +1% | +$17K | 1.16% | 15 |
|
|
2021
Q2 | $1.46M | Buy |
3,634
+124
| +4% | +$49.4K | 1.17% | 15 |
|
|
2021
Q1 | $1.31M | Buy |
3,510
+416
| +13% | +$144K | 1.21% | 13 |
|
|
2020
Q4 | $1.08M | Sell |
3,094
-68
| -2% | -$22.8K | 1.14% | 15 |
|
|
2020
Q3 | $933K | Hold |
3,162
| – | – | 1.41% | 10 |
|
|
2020
Q2 | $933K | Buy |
3,162
+69
| +2% | +$19.8K | 1.41% | 10 |
|
|
2020
Q1 | $771K | Buy |
3,093
+248
| +9% | +$68.2K | 1.66% | 8 |
|
|
2019
Q4 | $836K | Buy |
2,845
+121
| +4% | +$31.7K | 1.55% | 9 |
|
|
2019
Q3 | $592K | Buy |
2,724
+361
| +15% | +$87.1K | 1.21% | 17 |
|
|
2019
Q2 | $577K | Sell |
2,363
-575
| -20% | -$138K | 1.24% | 15 |
|
|
2019
Q1 | $726K | Buy |
2,938
+60
| +2% | +$15.3K | 1.27% | 17 |
|
|
2018
Q4 | $717K | Buy |
2,878
+367
| +15% | +$96.9K | 1.51% | 8 |
|
|
2018
Q3 | $668K | Buy |
2,511
+203
| +9% | +$52.8K | 1.28% | 17 |
|
|
2018
Q2 | $566K | Sell |
2,308
-85
| -4% | -$20.4K | 1.1% | 28 |
|
|
2018
Q1 | $512K | Buy |
+2,393
| New | +$547K | 1.1% | 30 |
|
Other funds holding UNH
VCM
VPM
Pinion Investment Advisors's UNH Position: Q1 2026 in Review
Pinion Investment Advisors increased its UnitedHealth (UNH) stake by 24% in Q1 2026, buying an estimated $95.6K and bringing the position to 1,684 shares worth $456K. The position accounts for 0.11% of the portfolio, ranked #118.
Pinion Investment Advisors first reported a position in UNH in Q1 2018 and has held it in 33 quarters since. The position peaked at $2M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Pinion Investment Advisors held 1,684 shares of UnitedHealth worth $456K as of Q1 2026.
- Pinion Investment Advisors bought 321 UnitedHealth shares in Q1 2026, an estimated $95.6K.
- UnitedHealth made up 0.11% of Pinion Investment Advisors's portfolio in Q1 2026, its #118 holding.
- Pinion Investment Advisors first reported a position in UnitedHealth in Q1 2018 and has held it in 33 quarters since.
- Pinion Investment Advisors's UnitedHealth position peaked at $2M in Q3 2024.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.