PAIM
UNH icon

Punch & Associates Investment Management’s UnitedHealth UNH Stock Holding History

Punch & Associates 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
Q1 		$7.29M Sell
26,956
-3,769
-12% -$1.12M 0.42% 88
2025
Q4 		$10.1M Buy
30,725
+4,153
+16% +$1.41M 0.59% 68
2025
Q3 		$9.18M Buy
+26,572
New +$8.04M 0.53% 72
2024
Q1 		– Sell
-38,821
Closed -$20.4M – 225
2023
Q4 		$20.4M Hold
38,821
– – 1.2% 13
2023
Q3 		$19.6M Sell
38,821
-60
-0.2% -$29.5K 1.25% 11
2023
Q2 		$18.7M Sell
38,881
-4
-0% -$1.96K 1.14% 15
2023
Q1 		$18.4M Buy
38,885
+5
+0% +$2.41K 1.18% 14
2022
Q4 		$20.6M Buy
38,880
+419
+1% +$222K 1.33% 11
2022
Q3 		$19.4M Buy
38,461
+84
+0.2% +$44.2K 1.36% 14
2022
Q2 		$19.7M Buy
38,377
+34
+0.1% +$17.1K 1.38% 12
2022
Q1 		$19.6M Buy
38,343
+9
+0% +$4.34K 1.11% 14
2021
Q4 		$19.2M Sell
38,334
-48
-0.1% -$21.7K 1.01% 18
2021
Q3 		$15M Buy
38,382
+1
+0% +$414 0.86% 27
2021
Q2 		$15.4M Hold
38,381
– – 0.87% 26
2021
Q1 		$14.3M Hold
38,381
– – 0.86% 26
2020
Q4 		$13.5M Buy
38,381
+1
+0% +$335 0.94% 17
2020
Q3 		$12M Hold
38,380
– – 1.03% 14
2020
Q2 		$11.3M Buy
38,380
+1
+0% +$287 1.02% 16
2020
Q1 		$9.57M Hold
38,379
– – 1.14% 17
2019
Q4 		$11.3M Buy
38,379
+47
+0.1% +$12.3K 0.89% 30
2019
Q3 		$8.33M Sell
38,332
-50
-0.1% -$12.1K 0.69% 45
2019
Q2 		$9.37M Buy
38,382
+38
+0.1% +$9.14K 0.78% 38
2019
Q1 		$9.48M Buy
38,344
+120
+0.3% +$30.6K 0.81% 33
2018
Q4 		$9.52M Buy
38,224
+12
+0% +$3.17K 0.91% 28
2018
Q3 		$10.2M Buy
38,212
+1
+0% +$260 0.81% 31
2018
Q2 		$9.38M Hold
38,211
– – 0.77% 33
2018
Q1 		$8.18M Buy
+38,211
New +$8.73M 0.72% 41
2016
Q1 		– Sell
-20
Closed -$2.35K – 235
2015
Q4 		$2.35K Buy
+20
New +$2.34K ﹤0.01% 249

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

Punch & Associates Investment Management's UNH Position: Q1 2026 in Review

Punch & Associates Investment Management reduced its UnitedHealth (UNH) stake by 12% in Q1 2026, selling an estimated $1.12M and leaving 26,956 shares worth $7.29M. The position accounts for 0.42% of the portfolio, ranked #88.

Punch & Associates Investment Management first reported a position in UNH in Q4 2015 and has held it in 28 quarters since. The position peaked at $20.6M in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Punch & Associates Investment Management held 26,956 shares of UnitedHealth worth $7.29M as of Q1 2026.
  • Punch & Associates Investment Management sold 3,769 UnitedHealth shares in Q1 2026, an estimated $1.12M.
  • UnitedHealth made up 0.42% of Punch & Associates Investment Management's portfolio in Q1 2026, its #88 holding.
  • Punch & Associates Investment Management first reported a position in UnitedHealth in Q4 2015 and has held it in 28 quarters since.
  • Punch & Associates Investment Management's UnitedHealth position peaked at $20.6M in Q4 2022.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.