PCA
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PMV Capital Advisers’s UnitedHealth UNH Stock Holding History

PMV Capital Advisers’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 		$226K Sell
835
-16
-2% -$4.76K 0.38% 26
2025
Q4 		$281K Buy
851
+16
+2% +$5.42K 0.51% 23
2025
Q3 		$288K Hold
835
– – 0.56% 24
2025
Q2 		$260K Hold
835
– – 0.58% 25
2025
Q1 		$437K Hold
835
– – 1.06% 17
2024
Q4 		$422K Buy
+835
New +$474K 1.14% 16

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PMV Capital Advisers's UNH Position: Q1 2026 in Review

PMV Capital Advisers reduced its UnitedHealth (UNH) stake by 1.9% in Q1 2026, selling an estimated $4.76K and leaving 835 shares worth $226K. The position accounts for 0.38% of the portfolio, ranked #26.

PMV Capital Advisers first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $437K in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • PMV Capital Advisers held 835 shares of UnitedHealth worth $226K as of Q1 2026.
  • PMV Capital Advisers sold 16 UnitedHealth shares in Q1 2026, an estimated $4.76K.
  • UnitedHealth made up 0.38% of PMV Capital Advisers's portfolio in Q1 2026, its #26 holding.
  • PMV Capital Advisers first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • PMV Capital Advisers's UnitedHealth position peaked at $437K in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on PMV Capital Advisers's 13F filing for Q1 2026, filed 16 Apr 2026.