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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
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

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Paradigm Strategies in Wealth Management's UNH Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management reduced its UnitedHealth (UNH) stake by 3% in Q2 2026, selling an estimated $8.9K and leaving 773 shares worth $321K. The position accounts for 0.2% of the portfolio, ranked #50.

Paradigm Strategies in Wealth Management first reported a position in UNH in Q1 2021 and has held it in 22 quarters since. The position peaked at $586K in Q1 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Paradigm Strategies in Wealth Management held 773 shares of UnitedHealth worth $321K as of Q2 2026.
  • Paradigm Strategies in Wealth Management sold 24 UnitedHealth shares in Q2 2026, an estimated $8.9K.
  • UnitedHealth made up 0.2% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Paradigm Strategies in Wealth Management first reported a position in UnitedHealth in Q1 2021 and has held it in 22 quarters since.
  • Paradigm Strategies in Wealth Management's UnitedHealth position peaked at $586K in Q1 2025.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.