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Paradigm Strategies in Wealth Management’s UnitedHealth UNH Stock Holding History

Paradigm Strategies in Wealth 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
Q3 		$284K Buy
774
+1
+0.1% +$403 0.18% 48
2026
Q2 		$321K Sell
773
-24
-3% -$8.9K 0.2% 50
2026
Q1 		$216K Buy
797
+76
+11% +$22.6K 0.15% 54
2025
Q4 		$238K Sell
721
-155
-18% -$52.5K 0.16% 44
2025
Q3 		$302K Sell
876
-246
-22% -$74.4K 0.19% 44
2025
Q2 		$350K Buy
1,122
+4
+0.4% +$1.53K 0.23% 39
2025
Q1 		$586K Buy
1,118
+2
+0.2% +$1.02K 0.39% 30
2024
Q4 		$565K Buy
1,116
+245
+28% +$139K 0.37% 29
2024
Q3 		$509K Buy
871
+169
+24% +$95.6K 0.32% 30
2024
Q2 		$357K Sell
702
-31
-4% -$15.2K 0.22% 32
2024
Q1 		$363K Hold
733
– – 0.22% 34
2023
Q4 		$386K Hold
733
– – 0.25% 31
2023
Q3 		$369K Buy
733
+1
+0.1% +$492 0.24% 33
2023
Q2 		$352K Sell
732
-4
-0.5% -$1.96K 0.24% 30
2023
Q1 		$348K Hold
736
– – 0.27% 30
2022
Q4 		$390K Buy
736
+1
+0.1% +$530 0.35% 25
2022
Q3 		$371K Hold
735
– – 0.34% 26
2022
Q2 		$377K Hold
735
– – 0.41% 28
2022
Q1 		$375K Buy
735
+1
+0.1% +$482 0.39% 29
2021
Q4 		$369K Hold
734
– – 0.37% 28
2021
Q3 		$287K Sell
734
-48
-6% -$19.9K 0.27% 37
2021
Q2 		$313K Buy
782
+1
+0.1% +$399 0.28% 36
2021
Q1 		$291K Buy
+781
New +$271K 0.28% 33

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Paradigm Strategies in Wealth Management's UNH Position: Q3 2026 in Review

Paradigm Strategies in Wealth Management increased its UnitedHealth (UNH) stake by 0.13% in Q3 2026, buying an estimated $403 and bringing the position to 774 shares worth $284K. The position accounts for 0.18% of the portfolio, ranked #48.

Paradigm Strategies in Wealth Management first reported a position in UNH in Q1 2021 and has held it in 23 quarters since. The position peaked at $586K in Q1 2025. 489 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Paradigm Strategies in Wealth Management held 774 shares of UnitedHealth worth $284K as of Q3 2026.
  • Paradigm Strategies in Wealth Management bought 1 UnitedHealth share in Q3 2026, an estimated $403.
  • UnitedHealth made up 0.18% of Paradigm Strategies in Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Paradigm Strategies in Wealth Management first reported a position in UnitedHealth in Q1 2021 and has held it in 23 quarters since.
  • Paradigm Strategies in Wealth Management's UnitedHealth position peaked at $586K in Q1 2025.
  • 489 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.