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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Principal Securities's UNH Position: Q1 2026 in Review

Principal Securities reduced its UnitedHealth (UNH) stake by 3% in Q1 2026, selling an estimated $235K and leaving 25,449 shares worth $6.89M. The position accounts for 0.1% of the portfolio, ranked #184.

Principal Securities first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.9M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Principal Securities held 25,449 shares of UnitedHealth worth $6.89M as of Q1 2026.
Principal Securities sold 790 UnitedHealth shares in Q1 2026, an estimated $235K.
UnitedHealth made up 0.1% of Principal Securities's portfolio in Q1 2026, its #184 holding.
Principal Securities first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Principal Securities's UnitedHealth position peaked at $13.9M in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.