Paragon Private Wealth Management’s UnitedHealth UNH Stock Holding History

Paragon Private 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	$628K	Buy	1,511 +165	+12%	+$61.2K	0.16%	135
2026 Q1	$364K	Buy	1,346 +47	+4%	+$14K	0.11%	170
2025 Q4	$429K	Buy	1,299 +212	+20%	+$71.8K	0.13%	148
2025 Q3	$375K	Sell	1,087 -260	-19%	-$78.6K	0.12%	162
2025 Q2	$420K	Sell	1,347 -119	-8%	-$45.5K	0.17%	139
2025 Q1	$768K	Buy	1,466 +328	+29%	+$168K	0.36%	80
2024 Q4	$575K	Buy	1,138 +68	+6%	+$38.6K	0.27%	97
2024 Q3	$625K	Buy	1,070 +98	+10%	+$55.4K	0.31%	91
2024 Q2	$495K	Sell	972 -73	-7%	-$35.8K	0.28%	97
2024 Q1	$517K	Buy	1,045 +3	+0.3%	+$1.52K	0.31%	93
2023 Q4	$549K	Buy	1,042 +150	+17%	+$80K	0.38%	79
2023 Q3	$450K	Hold	892	–	–	0.37%	80
2023 Q2	$429K	Hold	892	–	–	0.34%	88
2023 Q1	$422K	Buy	892 +8	+0.9%	+$3.86K	0.36%	87
2022 Q4	$469K	Sell	884 -2	-0.2%	-$1.06K	0.42%	73
2022 Q3	$479K	Sell	886 -124	-12%	-$65.2K	0.47%	68
2022 Q2	$519K	Sell	1,010 -176	-15%	-$88.4K	0.55%	57
2022 Q1	$581K	Hold	1,186	–	–	0.57%	55
2021 Q4	$596K	Buy	+1,186	New	+$537K	0.53%	56

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Paragon Private Wealth Management's UNH Position: Q2 2026 in Review

Paragon Private Wealth Management increased its UnitedHealth (UNH) stake by 12% in Q2 2026, buying an estimated $61.2K and bringing the position to 1,511 shares worth $628K. The position accounts for 0.16% of the portfolio, ranked #135.

Paragon Private Wealth Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $768K in Q1 2025. 1,492 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Paragon Private Wealth Management held 1,511 shares of UnitedHealth worth $628K as of Q2 2026.
Paragon Private Wealth Management bought 165 UnitedHealth shares in Q2 2026, an estimated $61.2K.
UnitedHealth made up 0.16% of Paragon Private Wealth Management's portfolio in Q2 2026, its #135 holding.
Paragon Private Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
Paragon Private Wealth Management's UnitedHealth position peaked at $768K in Q1 2025.
1,492 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.