Parcion Private Wealth
UNH icon

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
Q3 		$7.2M Sell
19,621
-268
-1% -$108K 0.39% 48
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% +$9.7K 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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Parcion Private Wealth's UNH Position: Q3 2026 in Review

Parcion Private Wealth reduced its UnitedHealth (UNH) stake by 1.3% in Q3 2026, selling an estimated $108K and leaving 19,621 shares worth $7.2M. The position accounts for 0.39% of the portfolio, ranked #48.

Parcion Private Wealth first reported a position in UNH in Q4 2019 and has held it in 28 quarters since. The position peaked at $8.27M in Q2 2026. 1,264 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Parcion Private Wealth held 19,621 shares of UnitedHealth worth $7.2M as of Q3 2026.
  • Parcion Private Wealth sold 268 UnitedHealth shares in Q3 2026, an estimated $108K.
  • UnitedHealth made up 0.39% of Parcion Private Wealth's portfolio in Q3 2026, its #48 holding.
  • Parcion Private Wealth first reported a position in UnitedHealth in Q4 2019 and has held it in 28 quarters since.
  • Parcion Private Wealth's UnitedHealth position peaked at $8.27M in Q2 2026.
  • 1,264 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.