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 Q3	$130K	Hold	355	–	–	0.06%	83
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Pinney & Scofield's UNH Position: Q3 2026 in Review

Pinney & Scofield held its UnitedHealth (UNH) position steady in Q3 2026 at 355 shares worth $130K. The position accounts for 0.06% of the portfolio, ranked #83.

Pinney & Scofield first reported a position in UNH in Q4 2024 and has held it in 8 quarters since. The position peaked at $182K in Q4 2024. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Pinney & Scofield held 355 shares of UnitedHealth worth $130K as of Q3 2026.
Pinney & Scofield left its UnitedHealth share count unchanged in Q3 2026.
UnitedHealth made up 0.06% of Pinney & Scofield's portfolio in Q3 2026, its #83 holding.
Pinney & Scofield first reported a position in UnitedHealth in Q4 2024 and has held it in 8 quarters since.
Pinney & Scofield's UnitedHealth position peaked at $182K in Q4 2024.
2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Pinney & Scofield's 13F filing for Q3 2026, filed 12 Nov 2026.