Paladin Advisory Group’s UnitedHealth UNH Stock Holding History

Paladin Advisory Group’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	$617K	Hold	1,484	–	–	0.41%	47
2026 Q1	$402K	Sell	1,484 -21	-1%	-$6.25K	0.31%	52
2025 Q4	$497K	Hold	1,505	–	–	0.36%	49
2025 Q3	$520K	Sell	1,505 -205	-12%	-$62K	0.41%	43
2025 Q2	$533K	Hold	1,710	–	–	0.41%	48
2025 Q1	$896K	Hold	1,710	–	–	0.72%	38
2024 Q4	$865K	Hold	1,710	–	–	0.66%	39
2024 Q3	$1,000K	Sell	1,710 -25	-1%	-$14.1K	0.74%	38
2024 Q2	$858K	Hold	1,735	–	–	0.67%	39
2024 Q1	$850K	Sell	1,735 -86	-5%	-$43.7K	0.67%	37
2023 Q4	$959K	Hold	1,821	–	–	0.79%	35
2023 Q3	$918K	Hold	1,821	–	–	0.77%	38
2023 Q2	$875K	Hold	1,821	–	–	0.7%	38
2023 Q1	$861K	Buy	+1,821	New	+$879K	0.72%	40
2022 Q2	–	Sell	-1,869	Closed	-$939K	–	500
2022 Q1	$958K	Buy	+1,869	New	+$901K	0.78%	36

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Paladin Advisory Group's UNH Position: Q2 2026 in Review

Paladin Advisory Group held its UnitedHealth (UNH) position steady in Q2 2026 at 1,484 shares worth $617K. The position accounts for 0.41% of the portfolio, ranked #47.

Paladin Advisory Group first reported a position in UNH in Q1 2022 and has held it in 15 quarters since. The position peaked at $1,000K in Q3 2024. 1,526 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Paladin Advisory Group held 1,484 shares of UnitedHealth worth $617K as of Q2 2026.
Paladin Advisory Group left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.41% of Paladin Advisory Group's portfolio in Q2 2026, its #47 holding.
Paladin Advisory Group first reported a position in UnitedHealth in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's UnitedHealth position peaked at $1,000K in Q3 2024.
1,526 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.