PUI
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Purpose Unlimited Inc’s UnitedHealth UNH Stock Holding History

Purpose Unlimited Inc’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 		$30.6M Buy
112,904
+14,834
+15% +$4.42M 1.26% 19
2025
Q4 		$32.4M Buy
+98,070
New +$33.2M 1.48% 17

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

Purpose Unlimited Inc's UNH Position: Q1 2026 in Review

Purpose Unlimited Inc increased its UnitedHealth (UNH) stake by 15% in Q1 2026, buying an estimated $4.42M and bringing the position to 112,904 shares worth $30.6M. The position accounts for 1.26% of the portfolio, ranked #19.

Purpose Unlimited Inc first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. The position peaked at $32.4M in Q4 2025. 3,032 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Purpose Unlimited Inc held 112,904 shares of UnitedHealth worth $30.6M as of Q1 2026.
  • Purpose Unlimited Inc bought 14,834 UnitedHealth shares in Q1 2026, an estimated $4.42M.
  • UnitedHealth made up 1.26% of Purpose Unlimited Inc's portfolio in Q1 2026, its #19 holding.
  • Purpose Unlimited Inc first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's UnitedHealth position peaked at $32.4M in Q4 2025.
  • 3,032 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.