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
2023 Q1	–	Sell	-1,821	Closed	-$965K	–	482
2022 Q4	$965K	Sell	1,821 -48	-3%	-$25.4K	0.83%	39
2022 Q3	$943K	Hold	1,869	–	–	0.86%	36
2022 Q2	$959K	Buy	+1,869	New	+$939K	0.83%	37
2022 Q1	–	Sell	-1,869	Closed	-$938K	–	500
2021 Q4	$938K	Buy	+1,869	New	+$846K	0.76%	38

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

Paladin Advisory Group's UNH Position: Q1 2026 in Review

Paladin Advisory Group reduced its UnitedHealth (UNH) stake by 1.4% in Q1 2026, selling an estimated $6.25K and leaving 1,484 shares worth $402K. The position accounts for 0.31% of the portfolio, ranked #52.

Paladin Advisory Group first reported a position in UNH in Q1 2022 and has held it in 14 quarters since. The position peaked at $1,000K in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Paladin Advisory Group held 1,484 shares of UnitedHealth worth $402K as of Q1 2026.
Paladin Advisory Group sold 21 UnitedHealth shares in Q1 2026, an estimated $6.25K.
UnitedHealth made up 0.31% of Paladin Advisory Group's portfolio in Q1 2026, its #52 holding.
Paladin Advisory Group first reported a position in UnitedHealth in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's UnitedHealth position peaked at $1,000K in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.