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Pallas Capital Advisors’s UnitedHealth UNH Stock Holding History

Pallas Capital Advisors’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 		$1.72M Sell
6,347
-1,487
-19% -$443K 0.06% 220
2025
Q4 		$2.59M Sell
7,834
-74
-0.9% -$25.1K 0.09% 184
2025
Q3 		$2.73M Buy
7,908
+1,424
+22% +$431K 0.1% 161
2025
Q2 		$2.02M Sell
6,484
-16,987
-72% -$6.49M 0.08% 193
2025
Q1 		$12.3M Buy
23,471
+3,402
+17% +$1.74M 0.51% 38
2024
Q4 		$10.2M Sell
20,069
-85
-0.4% -$48.3K 0.43% 42
2024
Q3 		$11.3M Sell
20,154
-596
-3% -$337K 0.48% 38
2024
Q2 		$11.7M Buy
20,750
+861
+4% +$422K 0.53% 36
2024
Q1 		$9.84M Buy
19,889
+670
+3% +$341K 0.41% 37
2023
Q4 		$10.1M Buy
19,219
+406
+2% +$217K 0.54% 32
2023
Q3 		$9.97M Buy
18,813
+3,292
+21% +$1.62M 0.61% 36
2023
Q2 		$7.51M Buy
15,521
+176
+1% +$86.1K 0.34% 43
2023
Q1 		$7.5M Buy
15,345
+1,028
+7% +$496K 0.7% 37
2022
Q4 		$6.97M Sell
14,317
-155
-1% -$82.1K 0.71% 40
2022
Q3 		$7.87M Buy
14,472
+136
+0.9% +$71.5K 0.88% 31
2022
Q2 		$7.47M Sell
14,336
-1,166
-8% -$586K 1.03% 19
2022
Q1 		$8.29M Buy
15,502
+344
+2% +$166K 1.06% 20
2021
Q4 		$6.99M Buy
15,158
+631
+4% +$286K 0.85% 31
2021
Q3 		$6.64M Buy
14,527
+2,822
+24% +$1.17M 0.73% 29
2021
Q2 		$4.93M Buy
11,705
+2,111
+22% +$842K 0.69% 34
2021
Q1 		$4.04M Buy
+9,594
New +$3.32M 0.9% 23

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Pallas Capital Advisors's UNH Position: Q1 2026 in Review

Pallas Capital Advisors reduced its UnitedHealth (UNH) stake by 19% in Q1 2026, selling an estimated $443K and leaving 6,347 shares worth $1.72M. The position accounts for 0.06% of the portfolio, ranked #220.

Pallas Capital Advisors first reported a position in UNH in Q1 2021 and has held it in 21 quarters since. The position peaked at $12.3M in Q1 2025. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Pallas Capital Advisors held 6,347 shares of UnitedHealth worth $1.72M as of Q1 2026.
  • Pallas Capital Advisors sold 1,487 UnitedHealth shares in Q1 2026, an estimated $443K.
  • UnitedHealth made up 0.06% of Pallas Capital Advisors's portfolio in Q1 2026, its #220 holding.
  • Pallas Capital Advisors first reported a position in UnitedHealth in Q1 2021 and has held it in 21 quarters since.
  • Pallas Capital Advisors's UnitedHealth position peaked at $12.3M in Q1 2025.
  • 3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.