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Pinnacle Wealth Management Advisory Group’s UnitedHealth UNH Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$1.07M Sell
3,959
-4,283
-52% -$1.28M 0.07% 170
2025
Q4 		$2.72M Buy
8,242
+846
+11% +$287K 0.19% 97
2025
Q3 		$2.55M Sell
7,396
-638
-8% -$193K 0.19% 95
2025
Q2 		$2.51M Sell
8,034
-716
-8% -$274K 0.21% 93
2025
Q1 		$4.58M Buy
8,750
+373
+4% +$191K 0.43% 56
2024
Q4 		$4.24M Buy
8,377
+306
+4% +$174K 0.4% 59
2024
Q3 		$4.72M Buy
8,071
+204
+3% +$115K 0.45% 54
2024
Q2 		$4.01M Buy
7,867
+165
+2% +$80.9K 0.41% 56
2024
Q1 		$3.81M Sell
7,702
-83
-1% -$42.2K 0.41% 57
2023
Q4 		$4.1M Buy
7,785
+10
+0.1% +$5.33K 0.48% 50
2023
Q3 		$3.92M Sell
7,775
-149
-2% -$73.3K 0.51% 50
2023
Q2 		$3.81M Sell
7,924
-32
-0.4% -$15.6K 0.47% 54
2023
Q1 		$3.76M Sell
7,956
-78
-1% -$37.6K 0.51% 52
2022
Q4 		$4.26M Buy
8,034
+235
+3% +$124K 0.64% 42
2022
Q3 		$3.94M Buy
7,799
+54
+0.7% +$28.4K 0.65% 42
2022
Q2 		$3.98M Buy
7,745
+427
+6% +$214K 0.64% 40
2022
Q1 		$3.73M Buy
7,318
+1,006
+16% +$485K 0.54% 52
2021
Q4 		$3.17M Sell
6,312
-144
-2% -$65.2K 0.52% 52
2021
Q3 		$2.52M Sell
6,456
-61
-0.9% -$25.3K 0.59% 44
2021
Q2 		$2.61M Sell
6,517
-155
-2% -$61.8K 0.61% 40
2021
Q1 		$2.48M Sell
6,672
-236
-3% -$81.8K 0.7% 36
2020
Q4 		$2.42M Sell
6,908
-174
-2% -$58.3K 0.74% 34
2020
Q3 		$2.21M Buy
7,082
+196
+3% +$60.2K 0.77% 33
2020
Q2 		$2.03M Sell
6,886
-100
-1% -$28.7K 0.75% 33
2020
Q1 		$1.74M Buy
6,986
+1,037
+17% +$285K 0.85% 30
2019
Q4 		$1.75M Buy
5,949
+23
+0.4% +$6.02K 0.65% 42
2019
Q3 		$1.29M Buy
5,926
+305
+5% +$73.6K 0.54% 58
2019
Q2 		$1.37M Buy
5,621
+115
+2% +$27.7K 0.58% 52
2019
Q1 		$1.36M Buy
5,506
+315
+6% +$80.3K 0.61% 50
2018
Q4 		$1.29M Sell
5,191
-220
-4% -$58.1K 0.7% 42
2018
Q3 		$1.44M Sell
5,411
-344
-6% -$89.5K 0.71% 41
2018
Q2 		$1.41M Sell
5,755
-130
-2% -$31.2K 0.76% 36
2018
Q1 		$1.26M Sell
5,885
-5
-0.1% -$1.14K 0.71% 43
2017
Q4 		$1.3M Sell
5,890
-25
-0.4% -$5.3K 0.72% 44
2017
Q3 		$1.16M Buy
5,915
+70
+1% +$13.5K 0.67% 47
2017
Q2 		$1.08M Buy
5,845
+135
+2% +$23.7K 0.67% 52
2017
Q1 		$936K Sell
5,710
-440
-7% -$72.1K 0.65% 53
2016
Q4 		$984K Hold
6,150
– – 0.71% 51
2016
Q3 		$861K Sell
6,150
-30
-0.5% -$4.2K 0.65% 53
2016
Q2 		$873K Sell
6,180
-75
-1% -$10K 0.69% 53
2016
Q1 		$806K Buy
6,255
+10
+0.2% +$1.18K 0.72% 51
2015
Q4 		$735K Buy
6,245
+10
+0.2% +$1.17K 0.67% 52
2015
Q3 		$723K Sell
6,235
-305
-5% -$36.5K 0.7% 48
2015
Q2 		$798K Buy
6,540
+1,025
+19% +$121K 0.74% 44
2015
Q1 		$652K Buy
+5,515
New +$612K 0.58% 56

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

Pinnacle Wealth Management Advisory Group's UNH Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its UnitedHealth (UNH) stake by 52% in Q1 2026, selling an estimated $1.28M and leaving 3,959 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #170.

Pinnacle Wealth Management Advisory Group first reported a position in UNH in Q1 2015 and has held it in 45 quarters since. The position peaked at $4.72M in Q3 2024. 3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 3,959 shares of UnitedHealth worth $1.07M as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 4,283 UnitedHealth shares in Q1 2026, an estimated $1.28M.
  • UnitedHealth made up 0.07% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #170 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in UnitedHealth in Q1 2015 and has held it in 45 quarters since.
  • Pinnacle Wealth Management Advisory Group's UnitedHealth position peaked at $4.72M in Q3 2024.
  • 3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.