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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
Q2 		$347K Hold
835
– – 0.52% 22
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 $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

PMV Capital Advisers's UNH Position: Q2 2026 in Review

PMV Capital Advisers held its UnitedHealth (UNH) position steady in Q2 2026 at 835 shares worth $347K. The position accounts for 0.52% of the portfolio, ranked #22.

PMV Capital Advisers first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $437K in Q1 2025. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • PMV Capital Advisers held 835 shares of UnitedHealth worth $347K as of Q2 2026.
  • PMV Capital Advisers left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.52% of PMV Capital Advisers's portfolio in Q2 2026, its #22 holding.
  • PMV Capital Advisers first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • PMV Capital Advisers's UnitedHealth position peaked at $437K in Q1 2025.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on PMV Capital Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.