Pinnacle West Asset Management’s UnitedHealth UNH Stock Holding History

Pinnacle West 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 Q2	$3.05M	Sell	7,338 -100	-1%	-$37.1K	2.11%	15
2026 Q1	$2.01M	Sell	7,438 -120	-2%	-$35.7K	1.37%	23
2025 Q4	$2.5M	Buy	7,558 +90	+1%	+$30.5K	1.62%	18
2025 Q3	$2.58M	Buy	7,468 +258	+4%	+$78K	1.67%	18
2025 Q2	$2.25M	Buy	7,210 +95	+1%	+$36.3K	1.55%	18
2025 Q1	$3.73M	Buy	7,115 +10	+0.1%	+$5.11K	2.69%	3
2024 Q4	$3.59M	Sell	7,105 -25	-0.4%	-$14.2K	2.57%	6
2024 Q3	$4.17M	Buy	7,130 +55	+0.8%	+$31.1K	2.99%	3
2024 Q2	$3.6M	Hold	7,075	–	–	2.8%	6
2024 Q1	$3.5M	Sell	7,075 -10	-0.1%	-$5.08K	2.78%	5
2023 Q4	$3.73M	Buy	7,085 +165	+2%	+$88K	3.2%	3
2023 Q3	$3.49M	Buy	6,920 +255	+4%	+$125K	3.42%	3
2023 Q2	$3.2M	Sell	6,665 -40	-0.6%	-$19.6K	3.11%	3
2023 Q1	$3.17M	Buy	+6,705	New	+$3.24M	3.31%	3

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pinnacle West Asset Management's UNH Position: Q2 2026 in Review

Pinnacle West Asset Management reduced its UnitedHealth (UNH) stake by 1.3% in Q2 2026, selling an estimated $37.1K and leaving 7,338 shares worth $3.05M. The position accounts for 2.11% of the portfolio, ranked #15.

Pinnacle West Asset Management first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.17M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Pinnacle West Asset Management held 7,338 shares of UnitedHealth worth $3.05M as of Q2 2026.
Pinnacle West Asset Management sold 100 UnitedHealth shares in Q2 2026, an estimated $37.1K.
UnitedHealth made up 2.11% of Pinnacle West Asset Management's portfolio in Q2 2026, its #15 holding.
Pinnacle West Asset Management first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
Pinnacle West Asset Management's UnitedHealth position peaked at $4.17M in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.