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PKS Advisory Services’s UnitedHealth UNH Stock Holding History

PKS Advisory Services’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 		$710K Buy
+1,709
New +$633K 0.11% 175
2026
Q1 		– Sell
-721
Closed -$238K – 261
2025
Q4 		$238K Sell
721
-82
-10% -$27.8K 0.05% 223
2025
Q3 		$277K Buy
+803
New +$243K 0.06% 203
2025
Q1 		– Sell
-1,274
Closed -$645K – 270
2024
Q4 		$645K Buy
+1,274
New +$724K 0.16% 116

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

PKS Advisory Services's UNH Position: Q2 2026 in Review

PKS Advisory Services opened a new position in UnitedHealth (UNH) in Q2 2026: 1,709 shares worth $710K. The stake represents 0.11% of the portfolio and ranks #175 among its holdings. This is a return to the name: PKS Advisory Services previously reported a position in UNH as recently as Q4 2025.

PKS Advisory Services first reported a position in UNH in Q4 2024 and has held it in 4 quarters since. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • PKS Advisory Services held 1,709 shares of UnitedHealth worth $710K as of Q2 2026.
  • UnitedHealth was a new PKS Advisory Services position in Q2 2026.
  • UnitedHealth made up 0.11% of PKS Advisory Services's portfolio in Q2 2026, its #175 holding.
  • PKS Advisory Services first reported a position in UnitedHealth in Q4 2024 and has held it in 4 quarters since.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.