PKO Investment Management Joint-Stock’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.61M | Sell |
13,489
-300
| -2% | -$111K | 0.41% | 56 |
|
|
2026
Q1 | $3.73M | Sell |
13,789
-1,600
| -10% | -$476K | 0.31% | 70 |
|
|
2025
Q4 | $5.08M | Sell |
15,389
-9,291
| -38% | -$3.15M | 0.41% | 54 |
|
|
2025
Q3 | $8.52M | Sell |
24,680
-2,200
| -8% | -$665K | 0.73% | 27 |
|
|
2025
Q2 | $8.39M | Buy |
26,880
+12,991
| +94% | +$4.97M | 0.9% | 29 |
|
|
2025
Q1 | $7.27M | Buy |
13,889
+1,800
| +15% | +$920K | 0.83% | 28 |
|
|
2024
Q4 | $6.12M | Buy |
12,089
+2,400
| +25% | +$1.36M | 0.76% | 26 |
|
|
2024
Q3 | $5.66M | Sell |
9,689
-1,300
| -12% | -$735K | 0.7% | 25 |
|
|
2024
Q2 | $5.6M | Sell |
10,989
-2,200
| -17% | -$1.08M | 0.69% | 22 |
|
|
2024
Q1 | $6.56M | Buy |
13,189
+1,800
| +16% | +$915K | 0.78% | 19 |
|
|
2023
Q4 | $6M | Sell |
11,389
-1,000
| -8% | -$533K | 0.75% | 22 |
|
|
2023
Q3 | $6.25M | Sell |
12,389
-2,800
| -18% | -$1.38M | 0.85% | 20 |
|
|
2023
Q2 | $7.3M | Sell |
15,189
-500
| -3% | -$244K | 0.89% | 19 |
|
|
2023
Q1 | $7.41M | Buy |
15,689
+4,000
| +34% | +$1.93M | 0.98% | 21 |
|
|
2022
Q4 | $6.2M | Sell |
11,689
-500
| -4% | -$265K | 0.9% | 24 |
|
|
2022
Q3 | $6.16M | Sell |
12,189
-2,007
| -14% | -$1.06M | 1.04% | 22 |
|
|
2022
Q2 | $7.29M | Buy |
14,196
+900
| +7% | +$452K | 1.05% | 22 |
|
|
2022
Q1 | $6.78M | Sell |
13,296
-3,700
| -22% | -$1.78M | 0.82% | 34 |
|
|
2021
Q4 | $8.53M | Sell |
16,996
-2,448
| -13% | -$1.11M | 0.96% | 28 |
|
|
2021
Q3 | $7.6M | Buy |
19,444
+3,399
| +21% | +$1.41M | 0.91% | 32 |
|
|
2021
Q2 | $6.43M | Buy |
16,045
+5,990
| +60% | +$2.39M | 0.81% | 34 |
|
|
2021
Q1 | $3.74M | Buy |
10,055
+3,139
| +45% | +$1.09M | 0.6% | 41 |
|
|
2020
Q4 | $2.43M | Hold |
6,916
| – | – | 0.41% | 45 |
|
|
2020
Q3 | $2.16M | Hold |
6,916
| – | – | 0.42% | 47 |
|
|
2020
Q2 | $2.04M | Hold |
6,916
| – | – | 0.46% | 45 |
|
|
2020
Q1 | $1.72M | Hold |
6,916
| – | – | 0.59% | 40 |
|
|
2019
Q4 | $2.03M | Sell |
6,916
-5,766
| -45% | -$1.51M | 0.51% | 45 |
|
|
2019
Q3 | $2.76M | Hold |
12,682
| – | – | 0.7% | 35 |
|
|
2019
Q2 | $3.09M | Hold |
12,682
| – | – | 0.78% | 32 |
|
|
2019
Q1 | $3.14M | Hold |
12,682
| – | – | 0.82% | 33 |
|
|
2018
Q4 | $3.16M | Hold |
12,682
| – | – | 0.89% | 33 |
|
|
2018
Q3 | $3.37M | Hold |
12,682
| – | – | 0.68% | 31 |
|
|
2018
Q2 | $3.11M | Hold |
12,682
| – | – | 0.65% | 32 |
|
|
2018
Q1 | $2.71M | Hold |
12,682
| – | – | 0.61% | 34 |
|
|
2017
Q4 | $2.8M | Buy |
12,682
+1,796
| +16% | +$381K | 0.7% | 31 |
|
|
2017
Q3 | $2.13M | Buy |
10,886
+3,037
| +39% | +$587K | 0.57% | 36 |
|
|
2017
Q2 | $1.46M | Buy |
7,849
+4,904
| +167% | +$860K | 0.49% | 36 |
|
|
2017
Q1 | $483K | Buy |
2,945
+2,436
| +479% | +$399K | 0.22% | 52 |
|
|
2016
Q4 | $81.5K | Buy |
+509
| New | +$76K | 0.05% | 52 |
|
Other funds holding UNH
PAM
PKO Investment Management Joint-Stock's UNH Position: Q2 2026 in Review
PKO Investment Management Joint-Stock reduced its UnitedHealth (UNH) stake by 2.2% in Q2 2026, selling an estimated $111K and leaving 13,489 shares worth $5.61M. The position accounts for 0.41% of the portfolio, ranked #56.
PKO Investment Management Joint-Stock first reported a position in UNH in Q4 2016 and has held it in 39 quarters since. The position peaked at $8.53M in Q4 2021. 1,511 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- PKO Investment Management Joint-Stock held 13,489 shares of UnitedHealth worth $5.61M as of Q2 2026.
- PKO Investment Management Joint-Stock sold 300 UnitedHealth shares in Q2 2026, an estimated $111K.
- UnitedHealth made up 0.41% of PKO Investment Management Joint-Stock's portfolio in Q2 2026, its #56 holding.
- PKO Investment Management Joint-Stock first reported a position in UnitedHealth in Q4 2016 and has held it in 39 quarters since.
- PKO Investment Management Joint-Stock's UnitedHealth position peaked at $8.53M in Q4 2021.
- 1,511 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on PKO Investment Management Joint-Stock's 13F filing for Q2 2026, filed 20 Jul 2026.