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Principal Street Partners’s UnitedHealth UNH Stock Holding History

Principal Street Partners’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 		$324K Buy
+780
New +$289K 0.05% 179
2026
Q1 		– Sell
-712
Closed -$235K – 261
2025
Q4 		$235K Sell
712
-213
-23% -$72.2K 0.04% 203
2025
Q3 		$320K Buy
+925
New +$280K 0.05% 185
2025
Q2 		– Sell
-1,593
Closed -$835K – 383
2025
Q1 		$835K Sell
1,593
-31
-2% -$15.8K 0.16% 84
2024
Q4 		$822K Sell
1,624
-1,293
-44% -$735K 0.16% 88
2024
Q3 		$1.5M Buy
2,917
+1,382
+90% +$782K 0.24% 67
2024
Q2 		$782K Sell
1,535
-33
-2% -$16.2K 0.14% 85
2024
Q1 		$801K Buy
1,568
+144
+10% +$73.2K 0.15% 85
2023
Q4 		$750K Sell
1,424
-1,360
-49% -$725K 0.18% 80
2023
Q3 		$1.4M Buy
2,784
+1,391
+100% +$685K 0.28% 67
2023
Q2 		$670K Sell
1,393
-6
-0.4% -$2.93K 0.16% 93
2023
Q1 		$661K Sell
1,399
-342
-20% -$165K 0.17% 88
2022
Q4 		$923K Hold
1,741
– – 0.23% 69
2022
Q3 		$879K Buy
1,741
+489
+39% +$257K 0.23% 74
2022
Q2 		$643K Buy
1,252
+10
+0.8% +$5.02K 0.17% 99
2022
Q1 		$634K Buy
1,242
+118
+10% +$56.9K 0.15% 121
2021
Q4 		$565K Sell
1,124
-47
-4% -$21.3K 0.14% 128
2021
Q3 		$458K Buy
1,171
+267
+30% +$111K 0.12% 124
2021
Q2 		$362K Buy
+904
New +$360K 0.1% 156

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 Street Partners's UNH Position: Q2 2026 in Review

Principal Street Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 780 shares worth $324K. The stake represents 0.05% of the portfolio and ranks #179 among its holdings. This is a return to the name: Principal Street Partners previously reported a position in UNH as recently as Q4 2025.

Principal Street Partners first reported a position in UNH in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.5M in Q3 2024. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Principal Street Partners held 780 shares of UnitedHealth worth $324K as of Q2 2026.
  • UnitedHealth was a new Principal Street Partners position in Q2 2026.
  • UnitedHealth made up 0.05% of Principal Street Partners's portfolio in Q2 2026, its #179 holding.
  • Principal Street Partners first reported a position in UnitedHealth in Q2 2021 and has held it in 19 quarters since.
  • Principal Street Partners's UnitedHealth position peaked at $1.5M in Q3 2024.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.