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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Principal Street Partners's UNH Position: Q1 2026 in Review

Principal Street Partners sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 712 shares — an estimated $235K sold.

Principal Street Partners first reported a position in UNH in Q2 2021 and held it in 18 quarters. The position peaked at $1.5M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Principal Street Partners reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Principal Street Partners sold 712 UnitedHealth shares in Q1 2026, an estimated $235K.
  • Principal Street Partners first reported a position in UnitedHealth in Q2 2021 and held it in 18 quarters.
  • Principal Street Partners's UnitedHealth position peaked at $1.5M in Q3 2024.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.