Paces Ferry Wealth Advisors’s UnitedHealth UNH Stock Holding History

Paces Ferry Wealth 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 Q1	$272K	Buy	+1,007	New	+$300K	0.11%	109
2025 Q2	–	Sell	-545	Closed	-$285K	–	128
2025 Q1	$285K	Sell	545 -12	-2%	-$6.13K	0.14%	95
2024 Q4	$282K	Sell	557 -4	-0.7%	-$2.27K	0.14%	99
2024 Q3	$328K	Buy	561 +24	+4%	+$13.6K	0.19%	83
2024 Q2	$273K	Sell	537 -16	-3%	-$7.84K	0.17%	89
2024 Q1	$274K	Sell	553 -8	-1%	-$4.07K	0.18%	91
2023 Q4	$295K	Buy	561 +10	+2%	+$5.33K	0.21%	89
2023 Q3	$278K	Buy	551 +26	+5%	+$12.8K	0.22%	87
2023 Q2	$252K	Buy	525 +34	+7%	+$16.6K	0.19%	93
2023 Q1	$232K	Buy	491 +53	+12%	+$25.6K	0.19%	100
2022 Q4	$232K	Sell	438 -31	-7%	-$16.4K	0.23%	93
2022 Q3	$237K	Buy	469 +1	+0.2%	+$526	0.26%	81
2022 Q2	$240K	Buy	468 +27	+6%	+$13.6K	0.24%	90
2022 Q1	$225K	Sell	441 -1	-0.2%	-$482	0.18%	108
2021 Q4	$222K	Buy	+442	New	+$200K	0.16%	106
2020 Q4	–	Sell	-371	Closed	-$116K	–	1055
2020 Q3	$116K	Buy	+371	New	+$114K	0.1%	146

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Paces Ferry Wealth Advisors's UNH Position: Q1 2026 in Review

Paces Ferry Wealth Advisors opened a new position in UnitedHealth (UNH) in Q1 2026: 1,007 shares worth $272K. The stake represents 0.11% of the portfolio and ranks #109 among its holdings. This is a return to the name: Paces Ferry Wealth Advisors previously reported a position in UNH as recently as Q1 2025.

Paces Ferry Wealth Advisors first reported a position in UNH in Q3 2020 and has held it in 16 quarters since. The position peaked at $328K in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Paces Ferry Wealth Advisors held 1,007 shares of UnitedHealth worth $272K as of Q1 2026.
UnitedHealth was a new Paces Ferry Wealth Advisors position in Q1 2026.
UnitedHealth made up 0.11% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #109 holding.
Paces Ferry Wealth Advisors first reported a position in UnitedHealth in Q3 2020 and has held it in 16 quarters since.
Paces Ferry Wealth Advisors's UnitedHealth position peaked at $328K in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.