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Parcion Private Wealth’s UnitedHealth UNH Stock Holding History

Parcion Private Wealth’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 		$8.27M Buy
19,889
+17,382
+693% +$6.44M 0.46% 43
2026
Q1 		$678K Buy
2,507
+125
+5% +$37.2K 0.04% 192
2025
Q4 		$786K Sell
2,382
-70
-3% -$23.7K 0.05% 175
2025
Q3 		$847K Buy
2,452
+1,149
+88% +$348K 0.05% 144
2025
Q2 		$406K Buy
1,303
+104
+9% +$39.7K 0.03% 191
2025
Q1 		$628K Buy
1,199
+37
+3% +$18.9K 0.05% 151
2024
Q4 		$588K Hold
1,162
– – 0.04% 149
2024
Q3 		$679K Sell
1,162
-338
-23% -$191K 0.06% 135
2024
Q2 		$764K Buy
1,500
+277
+23% +$136K 0.07% 121
2024
Q1 		$605K Sell
1,223
-72
-6% -$36.6K 0.05% 128
2023
Q4 		$682K Buy
1,295
+239
+23% +$127K 0.06% 123
2023
Q3 		$532K Buy
1,056
+410
+63% +$202K 0.06% 132
2023
Q2 		$310K Hold
646
– – 0.03% 155
2023
Q1 		$305K Buy
646
+20
+3% +$9.65K 0.03% 160
2022
Q4 		$332K Hold
626
– – 0.04% 156
2022
Q3 		$316K Sell
626
-9
-1% -$4.73K 0.04% 173
2022
Q2 		$331K Sell
635
-69
-10% -$34.7K 0.03% 184
2022
Q1 		$378K Sell
704
-107
-13% -$51.6K 0.04% 158
2021
Q4 		$384K Sell
811
-61
-7% -$27.6K 0.03% 154
2021
Q3 		$369K Buy
872
+119
+16% +$49.3K 0.03% 160
2021
Q2 		$302K Sell
753
-10
-1% -$3.99K 0.03% 164
2021
Q1 		$284K Sell
763
-6
-0.8% -$2.08K 0.03% 168
2020
Q4 		$270K Sell
769
-670
-47% -$225K 0.04% 162
2020
Q3 		$449K Sell
1,439
-60
-4% -$18.4K 0.07% 134
2020
Q2 		$454K Buy
1,499
+233
+18% +$66.8K 0.08% 134
2020
Q1 		$316K Buy
1,266
+119
+10% +$32.7K 0.09% 130
2019
Q4 		$337K Buy
+1,147
New +$300K 0.07% 147

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Parcion Private Wealth's UNH Position: Q2 2026 in Review

Parcion Private Wealth increased its UnitedHealth (UNH) stake by 693% in Q2 2026, buying an estimated $6.44M and bringing the position to 19,889 shares worth $8.27M. The position accounts for 0.46% of the portfolio, ranked #43.

Parcion Private Wealth first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Parcion Private Wealth held 19,889 shares of UnitedHealth worth $8.27M as of Q2 2026.
  • Parcion Private Wealth bought 17,382 UnitedHealth shares in Q2 2026, an estimated $6.44M.
  • UnitedHealth made up 0.46% of Parcion Private Wealth's portfolio in Q2 2026, its #43 holding.
  • Parcion Private Wealth first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.