PS
UNH icon

Pinney & Scofield’s UnitedHealth UNH Stock Holding History

Pinney & Scofield’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 		$148K Hold
355
– – 0.07% 66
2026
Q1 		$96.1K Hold
355
– – 0.05% 80
2025
Q4 		$117K Sell
355
-7
-2% -$2.37K 0.07% 70
2025
Q3 		$125K Hold
362
– – 0.08% 67
2025
Q2 		$113K Buy
362
+17
+5% +$6.5K 0.08% 71
2025
Q1 		$181K Sell
345
-14
-4% -$7.16K 0.13% 51
2024
Q4 		$182K Buy
+359
New +$204K 0.14% 51

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pinney & Scofield's UNH Position: Q2 2026 in Review

Pinney & Scofield held its UnitedHealth (UNH) position steady in Q2 2026 at 355 shares worth $148K. The position accounts for 0.07% of the portfolio, ranked #66.

Pinney & Scofield first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $182K in Q4 2024. 3,385 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Pinney & Scofield held 355 shares of UnitedHealth worth $148K as of Q2 2026.
  • Pinney & Scofield left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.07% of Pinney & Scofield's portfolio in Q2 2026, its #66 holding.
  • Pinney & Scofield first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Pinney & Scofield's UnitedHealth position peaked at $182K in Q4 2024.
  • 3,385 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.