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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Pinney & Scofield's UNH Position: Q1 2026 in Review

Pinney & Scofield held its UnitedHealth (UNH) position steady in Q1 2026 at 355 shares worth $96.1K. The position accounts for 0.05% of the portfolio, ranked #80.

Pinney & Scofield first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $182K in Q4 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Pinney & Scofield held 355 shares of UnitedHealth worth $96.1K as of Q1 2026.
Pinney & Scofield left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.05% of Pinney & Scofield's portfolio in Q1 2026, its #80 holding.
Pinney & Scofield first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Pinney & Scofield's UnitedHealth position peaked at $182K in Q4 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.