MPPW
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Mitchell & Pahl Private Wealth’s UnitedHealth UNH Stock Holding History

Mitchell & Pahl Private Wealth’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 		$4.01M Buy
9,651
+175
+2% +$64.9K 1.47% 12
2026
Q1 		$2.56M Sell
9,476
-337
-3% -$100K 1.04% 39
2025
Q4 		$3.24M Sell
9,813
-188
-2% -$63.7K 1.34% 13
2025
Q3 		$3.45M Buy
10,001
+752
+8% +$227K 1.45% 11
2025
Q2 		$2.89M Buy
9,249
+338
+4% +$129K 1.27% 19
2025
Q1 		$4.67M Buy
8,911
+85
+1% +$43.5K 2.18% 3
2024
Q4 		$4.46M Buy
8,826
+39
+0.4% +$22.2K 2.09% 4
2024
Q3 		$5.14M Buy
8,787
+564
+7% +$319K 2.39% 3
2024
Q2 		$4.19M Buy
8,223
+10
+0.1% +$4.9K 2.21% 4
2024
Q1 		$4.06M Sell
8,213
-5
-0.1% -$2.54K 2.13% 3
2023
Q4 		$4.33M Sell
8,218
-181
-2% -$96.5K 2.46% 3
2023
Q3 		$4.23M Buy
8,399
+160
+2% +$78.7K 2.51% 3
2023
Q2 		$3.96M Buy
8,239
+20
+0.2% +$9.78K 2.39% 3
2023
Q1 		$3.88M Buy
8,219
+71
+0.9% +$34.3K 2.43% 3
2022
Q4 		$4.32M Sell
8,148
-97
-1% -$51.4K 2.84% 2
2022
Q3 		$4.16M Sell
8,245
-13
-0.2% -$6.84K 3.08% 2
2022
Q2 		$4.24M Buy
8,258
+60
+0.7% +$30.1K 2.95% 2
2022
Q1 		$4.18M Buy
8,198
+81
+1% +$39.1K 2.66% 3
2021
Q4 		$4.08M Buy
8,117
+59
+0.7% +$26.7K 2.61% 3
2021
Q3 		$3.15M Sell
8,058
-18
-0.2% -$7.46K 2.27% 4
2021
Q2 		$3.23M Buy
8,076
+73
+0.9% +$29.1K 2.31% 4
2021
Q1 		$2.98M Buy
8,003
+143
+2% +$49.5K 2.31% 4
2020
Q4 		$2.76M Buy
+7,860
New +$2.63M 2.32% 4

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mitchell & Pahl Private Wealth's UNH Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its UnitedHealth (UNH) stake by 1.8% in Q2 2026, buying an estimated $64.9K and bringing the position to 9,651 shares worth $4.01M. The position accounts for 1.47% of the portfolio, ranked #12.

Mitchell & Pahl Private Wealth first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.14M in Q3 2024. 599 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 9,651 shares of UnitedHealth worth $4.01M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 175 UnitedHealth shares in Q2 2026, an estimated $64.9K.
  • UnitedHealth made up 1.47% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #12 holding.
  • Mitchell & Pahl Private Wealth first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's UnitedHealth position peaked at $5.14M in Q3 2024.
  • 599 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.