Pinnacle Wealth Planning Services’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 | $1.15M | Buy |
4,253
+85
| +2% | +$25.3K | 0.12% | 99 |
|
|
2025
Q4 | $1.38M | Sell |
4,168
-391
| -9% | -$133K | 0.14% | 80 |
|
|
2025
Q3 | $1.57M | Buy |
4,559
+2
| +0% | +$605 | 0.18% | 67 |
|
|
2025
Q2 | $1.42M | Buy |
4,557
+233
| +5% | +$89.1K | 0.19% | 69 |
|
|
2025
Q1 | $2.26M | Buy |
4,324
+189
| +5% | +$96.6K | 0.34% | 42 |
|
|
2024
Q4 | $2.09M | Sell |
4,135
-1,932
| -32% | -$1.1M | 0.31% | 44 |
|
|
2024
Q3 | $3.55M | Sell |
6,067
-5
| -0.1% | -$2.83K | 0.48% | 35 |
|
|
2024
Q2 | $3.09M | Buy |
6,072
+63
| +1% | +$30.9K | 0.44% | 36 |
|
|
2024
Q1 | $2.97M | Sell |
6,009
-5
| -0.1% | -$2.54K | 0.44% | 36 |
|
|
2023
Q4 | $3.17M | Sell |
6,014
-41
| -0.7% | -$21.9K | 0.5% | 33 |
|
|
2023
Q3 | $3.05M | Buy |
6,055
+18
| +0.3% | +$8.86K | 0.5% | 33 |
|
|
2023
Q2 | $2.9M | Sell |
6,037
-53
| -0.9% | -$25.9K | 0.47% | 35 |
|
|
2023
Q1 | $2.88M | Buy |
6,090
+1
| +0% | +$483 | 0.48% | 38 |
|
|
2022
Q4 | $3.23M | Sell |
6,089
-127
| -2% | -$67.3K | 0.57% | 29 |
|
|
2022
Q3 | $3.14M | Sell |
6,216
-69
| -1% | -$36.3K | 0.58% | 28 |
|
|
2022
Q2 | $3.23M | Buy |
6,285
+331
| +6% | +$166K | 0.58% | 29 |
|
|
2022
Q1 | $3.04M | Buy |
5,954
+1,059
| +22% | +$511K | 0.55% | 33 |
|
|
2021
Q4 | $2.46M | Buy |
4,895
+289
| +6% | +$131K | 0.48% | 39 |
|
|
2021
Q3 | $1.8M | Buy |
4,606
+26
| +0.6% | +$10.8K | 0.4% | 52 |
|
|
2021
Q2 | $1.83M | Sell |
4,580
-79
| -2% | -$31.5K | 0.43% | 53 |
|
|
2021
Q1 | $1.73M | Buy |
4,659
+700
| +18% | +$243K | 0.44% | 48 |
|
|
2020
Q4 | $1.39M | Buy |
3,959
+59
| +2% | +$19.8K | 0.33% | 49 |
|
|
2020
Q3 | $1.22M | Sell |
3,900
-21
| -0.5% | -$6.45K | 0.4% | 46 |
|
|
2020
Q2 | $1.16M | Sell |
3,921
-76
| -2% | -$21.8K | 0.38% | 48 |
|
|
2020
Q1 | $996K | Buy |
3,997
+839
| +27% | +$231K | 0.47% | 41 |
|
|
2019
Q4 | $928K | Buy |
3,158
+847
| +37% | +$222K | 0.44% | 50 |
|
|
2019
Q3 | $502K | Buy |
2,311
+144
| +7% | +$34.7K | 0.27% | 77 |
|
|
2019
Q2 | $529K | Buy |
2,167
+338
| +18% | +$81.3K | 0.32% | 61 |
|
|
2019
Q1 | $452K | Sell |
1,829
-592
| -24% | -$151K | 0.3% | 63 |
|
|
2018
Q4 | $603K | Buy |
2,421
+59
| +2% | +$15.6K | 0.39% | 54 |
|
|
2018
Q3 | $628K | Buy |
2,362
+14
| +0.6% | +$3.64K | 0.57% | 54 |
|
|
2018
Q2 | $577K | Buy |
2,348
+107
| +5% | +$25.7K | 0.56% | 55 |
|
|
2018
Q1 | $479K | Buy |
2,241
+1,923
| +605% | +$439K | 0.49% | 63 |
|
|
2017
Q4 | $70K | Buy |
+318
| New | +$67.4K | 0.14% | 114 |
|
Other funds holding UNH
VCM
VPM
Pinnacle Wealth Planning Services's UNH Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its UnitedHealth (UNH) stake by 2% in Q1 2026, buying an estimated $25.3K and bringing the position to 4,253 shares worth $1.15M. The position accounts for 0.12% of the portfolio, ranked #99.
Pinnacle Wealth Planning Services first reported a position in UNH in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.55M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Pinnacle Wealth Planning Services held 4,253 shares of UnitedHealth worth $1.15M as of Q1 2026.
- Pinnacle Wealth Planning Services bought 85 UnitedHealth shares in Q1 2026, an estimated $25.3K.
- UnitedHealth made up 0.12% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #99 holding.
- Pinnacle Wealth Planning Services first reported a position in UnitedHealth in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's UnitedHealth position peaked at $3.55M in Q3 2024.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.