Paragon Capital Management (Colorado)’s UnitedHealth UNH Stock Holding History

Paragon Capital Management (Colorado)’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	$236K	Sell	642 -1	-0.2%	-$403	0.04%	147
2026 Q2	$267K	Buy	+643	New	+$238K	0.05%	128
2022 Q1	–	Sell	-390	Closed	-$196K	–	495
2021 Q4	$196K	Buy	+390	New	+$177K	0.03%	200
2021 Q3	–	Sell	-1,365	Closed	-$547K	–	188
2021 Q2	$547K	Buy	1,365 +280	+26%	+$112K	0.26%	47
2021 Q1	$404K	Hold	1,085	–	–	0.21%	51
2020 Q4	$380K	Sell	1,085 -115	-10%	-$38.5K	0.21%	53
2020 Q3	$374K	Buy	+1,200	New	+$369K	0.2%	49
2020 Q1	–	Sell	-1,200	Closed	-$353K	–	169
2019 Q4	$353K	Hold	1,200	–	–	0.19%	71
2019 Q3	$261K	Hold	1,200	–	–	0.15%	141
2019 Q2	$293K	Hold	1,200	–	–	0.17%	127
2019 Q1	$297K	Hold	1,200	–	–	0.18%	115
2018 Q4	$299K	Hold	1,200	–	–	0.14%	72
2018 Q3	$319K	Hold	1,200	–	–	0.27%	82
2018 Q2	$294K	Hold	1,200	–	–	0.26%	104
2018 Q1	$257K	Buy	+1,200	New	+$274K	0.11%	161
2017 Q4	–	Sell	-1,200	Closed	-$235K	–	215
2017 Q3	$235K	Buy	+1,200	New	+$232K	0.09%	178

Other funds holding UNH

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Paragon Capital Management (Colorado)'s UNH Position: Q3 2026 in Review

Paragon Capital Management (Colorado) reduced its UnitedHealth (UNH) stake by 0.16% in Q3 2026, selling an estimated $403 and leaving 642 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #147.

Paragon Capital Management (Colorado) first reported a position in UNH in Q3 2017 and has held it in 16 quarters since. The position peaked at $547K in Q2 2021. 447 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Paragon Capital Management (Colorado) held 642 shares of UnitedHealth worth $236K as of Q3 2026.
Paragon Capital Management (Colorado) sold 1 UnitedHealth share in Q3 2026, an estimated $403.
UnitedHealth made up 0.04% of Paragon Capital Management (Colorado)'s portfolio in Q3 2026, its #147 holding.
Paragon Capital Management (Colorado) first reported a position in UnitedHealth in Q3 2017 and has held it in 16 quarters since.
Paragon Capital Management (Colorado)'s UnitedHealth position peaked at $547K in Q2 2021.
447 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q3 2026, filed 9 Oct 2026.