Palisades Hudson Asset Management’s UnitedHealth UNH Stock Holding History

Palisades Hudson Asset Management’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 Q1	$284K	Hold	1,047	–	–	0.11%	81
2025 Q4	$346K	Hold	1,047	–	–	0.13%	71
2025 Q3	$361K	Sell	1,047 -31	-3%	-$9.38K	0.13%	73
2025 Q2	$337K	Hold	1,078	–	–	0.13%	78
2025 Q1	$565K	Hold	1,078	–	–	0.26%	48
2024 Q4	$546K	Hold	1,078	–	–	0.23%	53
2024 Q3	$630K	Hold	1,078	–	–	0.27%	47
2024 Q2	$549K	Hold	1,078	–	–	0.25%	50
2024 Q1	$533K	Hold	1,078	–	–	0.24%	51
2023 Q4	$567K	Hold	1,078	–	–	0.28%	49
2023 Q3	$544K	Hold	1,078	–	–	0.3%	44
2023 Q2	$518K	Hold	1,078	–	–	0.27%	51
2023 Q1	$510K	Sell	1,078 -13	-1%	-$6.27K	0.27%	49
2022 Q4	$578K	Buy	1,091 +3	+0.3%	+$1.59K	0.32%	42
2022 Q3	$550K	Sell	1,088 -50	-4%	-$26.3K	0.33%	37
2022 Q2	$585K	Buy	1,138 +60	+6%	+$30.1K	0.33%	42
2022 Q1	$550K	Hold	1,078	–	–	0.26%	53
2021 Q4	$542K	Buy	1,078 +21	+2%	+$9.51K	0.23%	55
2021 Q3	$413K	Hold	1,057	–	–	0.19%	66
2021 Q2	$423K	Hold	1,057	–	–	0.19%	63
2021 Q1	$393K	Sell	1,057 -293	-22%	-$102K	0.19%	63
2020 Q4	$473K	Hold	1,350	–	–	0.24%	50
2020 Q3	$421K	Hold	1,350	–	–	0.27%	52
2020 Q2	$398K	Hold	1,350	–	–	0.27%	48
2020 Q1	$337K	Hold	1,350	–	–	0.29%	50
2019 Q4	$397K	Hold	1,350	–	–	0.25%	52
2019 Q3	$293K	Hold	1,350	–	–	0.2%	67
2019 Q2	$329K	Hold	1,350	–	–	0.23%	62
2019 Q1	$334K	Sell	1,350 -590	-30%	-$150K	0.22%	60
2018 Q4	$483K	Hold	1,940	–	–	0.28%	42
2018 Q3	$516K	Hold	1,940	–	–	0.27%	45
2018 Q2	$476K	Buy	1,940 +28	+1%	+$6.72K	0.26%	42
2018 Q1	$409K	Hold	1,912	–	–	0.22%	57
2017 Q4	$422K	Hold	1,912	–	–	0.23%	55
2017 Q3	$374K	Hold	1,912	–	–	0.21%	62
2017 Q2	$355K	Hold	1,912	–	–	0.21%	63
2017 Q1	$314K	Hold	1,912	–	–	0.2%	66
2016 Q4	$306K	Hold	1,912	–	–	0.19%	63
2016 Q3	$268K	Hold	1,912	–	–	0.2%	75
2016 Q2	$270K	Hold	1,912	–	–	0.22%	71
2016 Q1	$246K	Hold	1,912	–	–	0.19%	79
2015 Q4	$225K	Hold	1,912	–	–	0.19%	83
2015 Q3	$222K	Hold	1,912	–	–	0.2%	78
2015 Q2	$233K	Hold	1,912	–	–	0.2%	78
2015 Q1	$226K	Buy	+1,912	New	+$212K	0.18%	79

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

Palisades Hudson Asset Management's UNH Position: Q1 2026 in Review

Palisades Hudson Asset Management held its UnitedHealth (UNH) position steady in Q1 2026 at 1,047 shares worth $284K. The position accounts for 0.11% of the portfolio, ranked #81.

Palisades Hudson Asset Management first reported a position in UNH in Q1 2015 and has held it in 45 quarters since. The position peaked at $630K in Q3 2024. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Palisades Hudson Asset Management held 1,047 shares of UnitedHealth worth $284K as of Q1 2026.
Palisades Hudson Asset Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.11% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #81 holding.
Palisades Hudson Asset Management first reported a position in UnitedHealth in Q1 2015 and has held it in 45 quarters since.
Palisades Hudson Asset Management's UnitedHealth position peaked at $630K in Q3 2024.
3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.