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 Q2	$579K	Buy	1,393 +386	+38%	+$143K	0.21%	60
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Paces Ferry Wealth Advisors's UNH Position: Q2 2026 in Review

Paces Ferry Wealth Advisors increased its UnitedHealth (UNH) stake by 38% in Q2 2026, buying an estimated $143K and bringing the position to 1,393 shares worth $579K. The position accounts for 0.21% of the portfolio, ranked #60.

Paces Ferry Wealth Advisors first reported a position in UNH in Q3 2020 and has held it in 17 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Paces Ferry Wealth Advisors held 1,393 shares of UnitedHealth worth $579K as of Q2 2026.
Paces Ferry Wealth Advisors bought 386 UnitedHealth shares in Q2 2026, an estimated $143K.
UnitedHealth made up 0.21% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Paces Ferry Wealth Advisors first reported a position in UnitedHealth in Q3 2020 and has held it in 17 quarters since.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.