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Principal Securities’s UnitedHealth UNH Stock Holding History

Principal Securities’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 		$12.6M Buy
30,333
+4,884
+19% +$1.81M 0.15% 124
2026
Q1 		$6.89M Sell
25,449
-790
-3% -$235K 0.1% 184
2025
Q4 		$8.66M Sell
26,239
-3,208
-11% -$1.09M 0.13% 151
2025
Q3 		$10.2M Sell
29,447
-419
-1% -$127K 0.17% 110
2025
Q2 		$9.32M Buy
29,866
+3,512
+13% +$1.34M 0.18% 112
2025
Q1 		$13.3M Hold
26,354
– – 0.3% 65
2024
Q4 		$13.3M Buy
26,354
+2,628
+11% +$1.49M 0.3% 63
2024
Q3 		$13.9M Buy
23,726
+1,933
+9% +$1.09M 0.34% 52
2024
Q2 		$11.1M Buy
21,793
+1,310
+6% +$642K 0.31% 61
2024
Q1 		$10.1M Buy
20,483
+432
+2% +$220K 0.32% 67
2023
Q4 		$10.6M Buy
+20,051
New +$10.7M 0.39% 52

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

Principal Securities's UNH Position: Q2 2026 in Review

Principal Securities increased its UnitedHealth (UNH) stake by 19% in Q2 2026, buying an estimated $1.81M and bringing the position to 30,333 shares worth $12.6M. The position accounts for 0.15% of the portfolio, ranked #124.

Principal Securities first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.9M in Q3 2024. 3,379 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Principal Securities held 30,333 shares of UnitedHealth worth $12.6M as of Q2 2026.
  • Principal Securities bought 4,884 UnitedHealth shares in Q2 2026, an estimated $1.81M.
  • UnitedHealth made up 0.15% of Principal Securities's portfolio in Q2 2026, its #124 holding.
  • Principal Securities first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's UnitedHealth position peaked at $13.9M in Q3 2024.
  • 3,379 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.