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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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. 3,383 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.
  • 3,383 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.