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Pinkerton Retirement Specialists’s UnitedHealth UNH Stock Holding History

Pinkerton Retirement Specialists’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
2025
Q4 		– Sell
-626
Closed -$216K – 165
2025
Q3 		$216K Buy
+626
New +$189K 0.02% 135
2023
Q1 		– Sell
-6,715
Closed -$3.56M – 157
2022
Q4 		$3.56M Sell
6,715
-355
-5% -$188K 0.77% 22
2022
Q3 		$3.57M Sell
7,070
-184
-3% -$96.8K 1.38% 13
2022
Q2 		$3.73M Buy
7,254
+184
+3% +$92.4K 1.13% 15
2022
Q1 		$3.61M Buy
7,070
+237
+3% +$114K 0.8% 29
2021
Q4 		$3.43M Buy
6,833
+179
+3% +$81K 0.6% 28
2021
Q3 		$2.6M Buy
6,654
+187
+3% +$77.5K 0.5% 51
2021
Q2 		$2.59M Buy
6,467
+275
+4% +$110K 0.5% 50
2021
Q1 		$2.3M Buy
6,192
+171
+3% +$59.3K 0.48% 54
2020
Q4 		$2.11M Buy
6,021
+79
+1% +$26.5K 0.51% 51
2020
Q3 		$1.85M Sell
5,942
-38
-0.6% -$11.7K 0.51% 58
2020
Q2 		$1.76M Buy
5,980
+4,174
+231% +$1.2M 0.56% 55
2020
Q1 		$450K Buy
+1,806
New +$497K 0.31% 60
2017
Q1 		– Sell
-195
Closed -$31K – 472
2016
Q4 		$31K Buy
195
+3
+2% +$448 0.01% 243
2016
Q3 		$27K Sell
192
-91
-32% -$12.7K 0.01% 276
2016
Q2 		$40K Buy
+283
New +$37.7K 0.02% 216

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pinkerton Retirement Specialists's UNH Position: Q4 2025 in Review

Pinkerton Retirement Specialists sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 626 shares — an estimated $216K sold.

Pinkerton Retirement Specialists first reported a position in UNH in Q2 2016 and held it in 16 quarters. The position peaked at $3.73M in Q2 2022. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Pinkerton Retirement Specialists reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 626 UnitedHealth shares in Q4 2025, an estimated $216K.
  • Pinkerton Retirement Specialists first reported a position in UnitedHealth in Q2 2016 and held it in 16 quarters.
  • Pinkerton Retirement Specialists's UnitedHealth position peaked at $3.73M in Q2 2022.
  • 3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Pinkerton Retirement Specialists's 13F filing for Q4 2025, filed 6 Feb 2026.