PACK Private Wealth’s UnitedHealth UNH Stock Holding History

PACK 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 Q1	$2.59M	Hold	9,566	–	–	1.19%	11
2025 Q4	$3.16M	Sell	9,566 -3	-0%	-$1.02K	1.44%	11
2025 Q3	$3.3M	Hold	9,569	–	–	1.56%	11
2025 Q2	$2.99M	Buy	9,569 +3,087	+48%	+$1.18M	1.58%	11
2025 Q1	$3.39M	Hold	6,482	–	–	2.02%	11
2024 Q4	$3.28M	Hold	6,482	–	–	1.93%	11
2024 Q3	$3.79M	Sell	6,482 -1,000	-13%	-$566K	2.15%	11
2024 Q2	$3.81M	Buy	7,482 +10	+0.1%	+$4.9K	2.37%	11
2024 Q1	$3.7M	Hold	7,472	–	–	2.32%	10
2023 Q4	$3.93M	Sell	7,472 -2,020	-21%	-$1.08M	2.65%	9
2023 Q3	$4.88M	Hold	9,492	–	–	3.65%	9
2023 Q2	$4.56M	Hold	9,492	–	–	3.41%	10
2023 Q1	$4.49M	Hold	9,492	–	–	3.56%	10
2022 Q4	$5.03M	Hold	9,492	–	–	4.32%	8
2022 Q3	$4.79M	Sell	9,492 -14	-0.1%	-$7.36K	4.51%	9
2022 Q2	$4.88M	Sell	9,506 -1,005	-10%	-$505K	4.46%	9
2022 Q1	$5.36M	Hold	10,511	–	–	4.42%	9
2021 Q4	$5.28M	Buy	+10,511	New	+$4.76M	4.19%	9

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

PACK Private Wealth's UNH Position: Q1 2026 in Review

PACK Private Wealth held its UnitedHealth (UNH) position steady in Q1 2026 at 9,566 shares worth $2.59M. The position accounts for 1.19% of the portfolio, ranked #11.

PACK Private Wealth first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.36M in Q1 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

PACK Private Wealth held 9,566 shares of UnitedHealth worth $2.59M as of Q1 2026.
PACK Private Wealth left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 1.19% of PACK Private Wealth's portfolio in Q1 2026, its #11 holding.
PACK Private Wealth first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
PACK Private Wealth's UnitedHealth position peaked at $5.36M in Q1 2022.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.