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Paragon Advisors’s UnitedHealth UNH Stock Holding History

Paragon 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
2025
Q3 		– Sell
-5,726
Closed -$1.79M – 85
2025
Q2 		$1.79M Sell
5,726
-364
-6% -$139K 0.47% 49
2025
Q1 		$3.19M Buy
6,090
+272
+5% +$139K 1.21% 26
2024
Q4 		$2.94M Sell
5,818
-910
-14% -$517K 1.01% 32
2024
Q3 		$3.93M Sell
6,728
-77
-1% -$43.6K 1.28% 24
2024
Q2 		$3.47M Sell
6,805
-111
-2% -$54.4K 1.26% 24
2024
Q1 		$3.42M Buy
6,916
+3,616
+110% +$1.84M 1.38% 19
2023
Q4 		$1.74M Buy
3,300
+43
+1% +$22.9K 0.73% 31
2023
Q3 		$1.64M Sell
3,257
-2,102
-39% -$1.03M 0.68% 34
2023
Q2 		$2.58M Buy
5,359
+40
+0.8% +$19.6K 0.84% 35
2023
Q1 		$2.51M Buy
5,319
+1,709
+47% +$825K 0.85% 31
2022
Q4 		$1.91M Sell
3,610
-1,260
-26% -$667K 0.85% 36
2022
Q3 		$2.46M Buy
4,870
+364
+8% +$191K 1.26% 25
2022
Q2 		$2.31M Sell
4,506
-77
-2% -$38.7K 1.15% 22
2022
Q1 		$2.34M Buy
+4,583
New +$2.21M 0.98% 27
2021
Q1 		– Sell
-3,101
Closed -$1.08M – 92
2020
Q4 		$1.08M Buy
3,101
+120
+4% +$40.2K 0.58% 43
2020
Q3 		$929K Buy
2,981
+290
+11% +$89.1K 0.62% 44
2020
Q2 		$794K Buy
2,691
+257
+11% +$73.6K 0.64% 37
2020
Q1 		$607K Sell
2,434
-928
-28% -$255K 0.81% 24
2019
Q4 		$992K Buy
+3,362
New +$880K 1.07% 23

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paragon Advisors's UNH Position: Q3 2025 in Review

Paragon Advisors sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 5,726 shares — an estimated $1.79M sold.

Paragon Advisors first reported a position in UNH in Q4 2019 and held it in 19 quarters. The position peaked at $3.93M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Paragon Advisors reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Paragon Advisors sold 5,726 UnitedHealth shares in Q3 2025, an estimated $1.79M.
  • Paragon Advisors first reported a position in UnitedHealth in Q4 2019 and held it in 19 quarters.
  • Paragon Advisors's UnitedHealth position peaked at $3.93M in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Paragon Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.