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Provident Investment Management’s UnitedHealth UNH Stock Holding History

Provident Investment Management’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 		$570K Sell
1,371
-30
-2% -$11.1K 0.06% 72
2026
Q1 		$379K Hold
1,401
– – 0.04% 73
2025
Q4 		$462K Sell
1,401
-667
-32% -$226K 0.04% 69
2025
Q3 		$714K Sell
2,068
-924
-31% -$279K 0.06% 57
2025
Q2 		$933K Sell
2,992
-84,546
-97% -$32.3M 0.08% 44
2025
Q1 		$45.8M Buy
87,538
+191
+0.2% +$97.6K 4.32% 12
2024
Q4 		$44.2M Sell
87,347
-1,044
-1% -$593K 4.22% 12
2024
Q3 		$51.7M Sell
88,391
-637
-0.7% -$360K 4.61% 11
2024
Q2 		$45.3M Buy
89,028
+989
+1% +$485K 4.13% 13
2024
Q1 		$43.6M Buy
88,039
+87
+0.1% +$44.2K 3.84% 16
2023
Q4 		$46.3M Sell
87,952
-507
-0.6% -$270K 4.37% 11
2023
Q3 		$44.6M Buy
88,459
+3,347
+4% +$1.65M 4.92% 10
2023
Q2 		$40.9M Buy
85,112
+3,221
+4% +$1.58M 4.33% 13
2023
Q1 		$38.7M Buy
81,891
+3,019
+4% +$1.46M 4.19% 14
2022
Q4 		$41.8M Sell
78,872
-1,426
-2% -$755K 4.96% 11
2022
Q3 		$40.6M Sell
80,298
-5,297
-6% -$2.79M 5.19% 7
2022
Q2 		$44M Sell
85,595
-23,511
-22% -$11.8M 5.17% 8
2022
Q1 		$55.6M Sell
109,106
-1,108
-1% -$534K 5.33% 6
2021
Q4 		$55.3M Sell
110,214
-77
-0.1% -$34.9K 4.99% 8
2021
Q3 		$43.1M Buy
110,291
+2,026
+2% +$839K 4.12% 14
2021
Q2 		$43.4M Buy
108,265
+1,558
+1% +$621K 4.19% 13
2021
Q1 		$39.7M Buy
106,707
+18,061
+20% +$6.26M 4.4% 14
2020
Q4 		$31.1M Buy
88,646
+86,537
+4,103% +$29M 3.65% 16
2020
Q3 		$658K Buy
2,109
+11
+0.5% +$3.38K 0.09% 32
2020
Q2 		$619K Hold
2,098
– – 0.09% 35
2020
Q1 		$523K Sell
2,098
-300
-13% -$82.6K 0.1% 36
2019
Q4 		$705K Hold
2,398
– – 0.1% 36
2019
Q3 		$521K Buy
2,398
+19
+0.8% +$4.58K 0.08% 39
2019
Q2 		$581K Buy
+2,379
New +$572K 0.09% 39

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 $3.38T AUM 44.17% 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

Provident Investment Management's UNH Position: Q2 2026 in Review

Provident Investment Management reduced its UnitedHealth (UNH) stake by 2.1% in Q2 2026, selling an estimated $11.1K and leaving 1,371 shares worth $570K. The position accounts for 0.06% of the portfolio, ranked #72.

Provident Investment Management first reported a position in UNH in Q2 2019 and has held it in 29 quarters since. The position peaked at $55.6M in Q1 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Provident Investment Management held 1,371 shares of UnitedHealth worth $570K as of Q2 2026.
  • Provident Investment Management sold 30 UnitedHealth shares in Q2 2026, an estimated $11.1K.
  • UnitedHealth made up 0.06% of Provident Investment Management's portfolio in Q2 2026, its #72 holding.
  • Provident Investment Management first reported a position in UnitedHealth in Q2 2019 and has held it in 29 quarters since.
  • Provident Investment Management's UnitedHealth position peaked at $55.6M in Q1 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Provident Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.