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 Q3	$545K	Hold	1,484	–	–	0.37%	50
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	$1000K	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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Paladin Advisory Group's UNH Position: Q3 2026 in Review

Paladin Advisory Group held its UnitedHealth (UNH) position steady in Q3 2026 at 1,484 shares worth $545K. The position accounts for 0.37% of the portfolio, ranked #50.

Paladin Advisory Group first reported a position in UNH in Q1 2022 and has held it in 16 quarters since. The position peaked at $1000K in Q3 2024. 2,609 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Paladin Advisory Group held 1,484 shares of UnitedHealth worth $545K as of Q3 2026.
Paladin Advisory Group left its UnitedHealth share count unchanged in Q3 2026.
UnitedHealth made up 0.37% of Paladin Advisory Group's portfolio in Q3 2026, its #50 holding.
Paladin Advisory Group first reported a position in UnitedHealth in Q1 2022 and has held it in 16 quarters since.
Paladin Advisory Group's UnitedHealth position peaked at $1000K in Q3 2024.
2,609 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.