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Purkiss Capital Advisors’s UnitedHealth UNH Stock Holding History

Purkiss Capital Advisors’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 		$271K Buy
+653
New +$242K 0.1% 150
2025
Q2 		– Sell
-692
Closed -$362K – 157
2025
Q1 		$362K Sell
692
-11
-2% -$5.62K 0.27% 67
2024
Q4 		$356K Buy
+703
New +$399K 0.31% 60

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

Purkiss Capital Advisors's UNH Position: Q2 2026 in Review

Purkiss Capital Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 653 shares worth $271K. The stake represents 0.1% of the portfolio and ranks #150 among its holdings. This is a return to the name: Purkiss Capital Advisors previously reported a position in UNH as recently as Q1 2025.

Purkiss Capital Advisors first reported a position in UNH in Q4 2024 and has held it in 3 quarters since. The position peaked at $362K in Q1 2025. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Purkiss Capital Advisors held 653 shares of UnitedHealth worth $271K as of Q2 2026.
  • UnitedHealth was a new Purkiss Capital Advisors position in Q2 2026.
  • UnitedHealth made up 0.1% of Purkiss Capital Advisors's portfolio in Q2 2026, its #150 holding.
  • Purkiss Capital Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 3 quarters since.
  • Purkiss Capital Advisors's UnitedHealth position peaked at $362K in Q1 2025.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.