Princeton Capital Management’s UnitedHealth UNH Stock Holding History

Princeton Capital Management’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	$272K	Buy	+654	New	+$242K	0.06%	129
2026 Q1	–	Sell	-671	Closed	-$221K	–	149
2025 Q4	$221K	Buy	671 +58	+9%	+$19.7K	0.06%	137
2025 Q3	$212K	Buy	+613	New	+$185K	0.06%	137
2019 Q4	–	Sell	-132	Closed	-$29K	–	206
2019 Q3	$29K	Hold	132	–	–	0.01%	177
2019 Q2	$32K	Hold	132	–	–	0.02%	180
2019 Q1	$33K	Hold	132	–	–	0.02%	173
2018 Q4	$33K	Hold	132	–	–	0.02%	167
2018 Q3	$35K	Hold	132	–	–	0.01%	184
2018 Q2	$32K	Hold	132	–	–	0.01%	202
2018 Q1	$28K	Buy	+132	New	+$30.1K	0.01%	200
2016 Q4	$985K	Sell	6,152 -1,839	-23%	-$275K	1.42%	25
2016 Q3	$1.12M	Sell	7,991 -1,398	-15%	-$196K	1.38%	42
2016 Q2	$1.33M	Sell	9,389 -1,418	-13%	-$189K	1.52%	33
2016 Q1	$1.39M	Sell	10,807 -623	-5%	-$73.7K	1.57%	28
2015 Q4	$1.34M	Sell	11,430 -402	-3%	-$47K	1.51%	32
2015 Q3	$1.37M	Sell	11,832 -2,080	-15%	-$249K	1.56%	19
2015 Q2	$1.7M	Sell	13,912 -838	-6%	-$99.1K	1.72%	6
2015 Q1	$1.75M	Sell	14,750 -2,109	-13%	-$234K	1.7%	12
2014 Q4	$1.7M	Sell	16,859 -2,459	-13%	-$233K	1.69%	14
2014 Q3	$1.67M	Buy	+19,318	New	+$1.63M	1.52%	27

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Princeton Capital Management's UNH Position: Q2 2026 in Review

Princeton Capital Management opened a new position in UnitedHealth (UNH) in Q2 2026: 654 shares worth $272K. The stake represents 0.06% of the portfolio and ranks #129 among its holdings. This is a return to the name: Princeton Capital Management previously reported a position in UNH as recently as Q4 2025.

Princeton Capital Management first reported a position in UNH in Q3 2014 and has held it in 20 quarters since. The position peaked at $1.75M in Q1 2015. 3,371 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Princeton Capital Management held 654 shares of UnitedHealth worth $272K as of Q2 2026.
UnitedHealth was a new Princeton Capital Management position in Q2 2026.
UnitedHealth made up 0.06% of Princeton Capital Management's portfolio in Q2 2026, its #129 holding.
Princeton Capital Management first reported a position in UnitedHealth in Q3 2014 and has held it in 20 quarters since.
Princeton Capital Management's UnitedHealth position peaked at $1.75M in Q1 2015.
3,371 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Princeton Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.