PMG
UNH icon

Private Management Group’s UnitedHealth UNH Stock Holding History

Private Management Group’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 		$214K Buy
+514
New +$191K 0.01% 308
2025
Q4 		– Sell
-622
Closed -$215K – 314
2025
Q3 		$215K Buy
+622
New +$188K 0.01% 277

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

Private Management Group's UNH Position: Q2 2026 in Review

Private Management Group opened a new position in UnitedHealth (UNH) in Q2 2026: 514 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: Private Management Group previously reported a position in UNH as recently as Q3 2025.

Private Management Group first reported a position in UNH in Q3 2025 and has held it in 2 quarters since. The position peaked at $215K in Q3 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Private Management Group held 514 shares of UnitedHealth worth $214K as of Q2 2026.
  • UnitedHealth was a new Private Management Group position in Q2 2026.
  • UnitedHealth made up 0.01% of Private Management Group's portfolio in Q2 2026, its #308 holding.
  • Private Management Group first reported a position in UnitedHealth in Q3 2025 and has held it in 2 quarters since.
  • Private Management Group's UnitedHealth position peaked at $215K in Q3 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.