PNFS
UNH icon

PW Nova Financial Services’s UnitedHealth UNH Stock Holding History

PW Nova Financial Services’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 		$345K Buy
1,275
+571
+81% +$170K 0.09% 151
2025
Q4 		$237K Buy
+704
New +$239K 0.09% 99

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

PW Nova Financial Services's UNH Position: Q1 2026 in Review

PW Nova Financial Services increased its UnitedHealth (UNH) stake by 81% in Q1 2026, buying an estimated $170K and bringing the position to 1,275 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #151.

PW Nova Financial Services first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • PW Nova Financial Services held 1,275 shares of UnitedHealth worth $345K as of Q1 2026.
  • PW Nova Financial Services bought 571 UnitedHealth shares in Q1 2026, an estimated $170K.
  • UnitedHealth made up 0.09% of PW Nova Financial Services's portfolio in Q1 2026, its #151 holding.
  • PW Nova Financial Services first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on PW Nova Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.