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Paladin Wealth’s UnitedHealth UNH Stock Holding History

Paladin 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
Q2 		$1.17M Sell
2,820
-223
-7% -$82.7K 0.68% 41
2026
Q1 		$823K Buy
3,043
+24
+0.8% +$7.15K 0.57% 58
2025
Q4 		$997K Sell
3,019
-262
-8% -$88.8K 0.68% 47
2025
Q3 		$1.13M Buy
3,281
+64
+2% +$19.4K 0.82% 40
2025
Q2 		$1M Buy
3,217
+422
+15% +$161K 0.78% 43
2025
Q1 		$1.46M Buy
2,795
+298
+12% +$152K 1.32% 19
2024
Q4 		$1.26M Buy
2,497
+136
+6% +$77.3K 1.09% 22
2024
Q3 		$1.38M Buy
+2,361
New +$1.34M 1.21% 23

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Paladin Wealth's UNH Position: Q2 2026 in Review

Paladin Wealth reduced its UnitedHealth (UNH) stake by 7.3% in Q2 2026, selling an estimated $82.7K and leaving 2,820 shares worth $1.17M. The position accounts for 0.68% of the portfolio, ranked #41.

Paladin Wealth first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.46M in Q1 2025. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Paladin Wealth held 2,820 shares of UnitedHealth worth $1.17M as of Q2 2026.
  • Paladin Wealth sold 223 UnitedHealth shares in Q2 2026, an estimated $82.7K.
  • UnitedHealth made up 0.68% of Paladin Wealth's portfolio in Q2 2026, its #41 holding.
  • Paladin Wealth first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
  • Paladin Wealth's UnitedHealth position peaked at $1.46M in Q1 2025.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.