PAS
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Park Avenue Securities’s UnitedHealth UNH Stock Holding History

Park Avenue Securities’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 		$15.4M Buy
37,087
+7,669
+26% +$2.84M 0.1% 167
2026
Q1 		$7.96M Buy
29,418
+3,494
+13% +$1.04M 0.06% 238
2025
Q4 		$8.56M Sell
25,924
-1,676
-6% -$568K 0.07% 217
2025
Q3 		$9.53M Buy
+27,600
New +$8.35M 0.07% 199
2025
Q2 		– Sell
-32,862
Closed -$17.2M – 1573
2025
Q1 		$17.2M Buy
32,862
+828
+3% +$423K 0.21% 71
2024
Q4 		$16.2M Buy
32,034
+1,412
+5% +$802K 0.17% 95
2024
Q3 		$17.9M Sell
30,622
-2,981
-9% -$1.69M 0.2% 72
2024
Q2 		$17.1M Sell
33,603
-1,034
-3% -$507K 0.21% 72
2024
Q1 		$17.1M Sell
34,637
-1,980
-5% -$1.01M 0.22% 70
2023
Q4 		$19.3M Buy
36,617
+20
+0.1% +$10.7K 0.27% 53
2023
Q3 		$18.5M Sell
36,597
-1,652
-4% -$813K 0.29% 46
2023
Q2 		$18.4M Sell
38,249
-2,205
-5% -$1.08M 0.29% 45
2023
Q1 		$19.1M Buy
40,454
+1,093
+3% +$527K 0.33% 37
2022
Q4 		$20.9M Buy
39,361
+1,696
+5% +$898K 0.37% 35
2022
Q3 		$19M Buy
37,665
+2,283
+6% +$1.2M 0.38% 36
2022
Q2 		$18.2M Buy
35,382
+3,067
+9% +$1.54M 0.35% 37
2022
Q1 		$16.5M Buy
32,315
+789
+3% +$381K 0.29% 39
2021
Q4 		$15.8M Buy
31,526
+2,013
+7% +$911K 0.28% 42
2021
Q3 		$11.5M Buy
29,513
+1,920
+7% +$795K 0.23% 53
2021
Q2 		$11M Buy
27,593
+1,627
+6% +$649K 0.23% 48
2021
Q1 		$9.66M Buy
25,966
+2,721
+12% +$943K 0.23% 48
2020
Q4 		$8.15M Buy
23,245
+2,540
+12% +$851K 0.23% 47
2020
Q3 		$6.46M Buy
20,705
+1,240
+6% +$381K 0.22% 48
2020
Q2 		$5.74M Buy
19,465
+2,584
+15% +$740K 0.22% 46
2020
Q1 		$4.21M Buy
16,881
+887
+6% +$244K 0.36% 25
2019
Q4 		$4.7M Sell
15,994
-18
-0.1% -$4.71K 0.19% 48
2019
Q3 		$3.48M Sell
16,012
-256
-2% -$61.8K 0.16% 52
2019
Q2 		$3.97M Buy
16,268
+1,383
+9% +$333K 0.44% 20
2019
Q1 		$3.65M Buy
14,885
+3,266
+28% +$833K 0.2% 41
2018
Q4 		$2.88M Buy
11,619
+1,786
+18% +$472K 0.44% 21
2018
Q3 		$2.65M Buy
9,833
+978
+11% +$254K 0.42% 20
2018
Q2 		$2.19M Buy
8,855
+835
+10% +$200K 0.39% 21
2018
Q1 		$1.74M Buy
8,020
+997
+14% +$228K 0.39% 21
2017
Q4 		$1.55M Buy
7,023
+720
+11% +$153K 0.4% 20
2017
Q3 		$1.24M Buy
6,303
+468
+8% +$90.4K 0.38% 15
2017
Q2 		$1.09M Buy
+5,835
New +$1.02M 0.12% 43
2017
Q1 		– Sell
-3,869
Closed -$625K – 70
2016
Q4 		$625K Sell
3,869
-11
-0.3% -$1.64K 0.31% 16
2016
Q3 		$537K Buy
3,880
+416
+12% +$58.3K 0.32% 15
2016
Q2 		$488K Buy
3,464
+1,241
+56% +$165K 0.08% 46
2016
Q1 		$289K Buy
2,223
+161
+8% +$19K 0.05% 55
2015
Q4 		$243K Buy
+2,062
New +$241K 0.05% 52

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Park Avenue Securities's UNH Position: Q2 2026 in Review

Park Avenue Securities increased its UnitedHealth (UNH) stake by 26% in Q2 2026, buying an estimated $2.84M and bringing the position to 37,087 shares worth $15.4M. The position accounts for 0.1% of the portfolio, ranked #167.

Park Avenue Securities first reported a position in UNH in Q4 2015 and has held it in 41 quarters since. The position peaked at $20.9M in Q4 2022. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Park Avenue Securities held 37,087 shares of UnitedHealth worth $15.4M as of Q2 2026.
  • Park Avenue Securities bought 7,669 UnitedHealth shares in Q2 2026, an estimated $2.84M.
  • UnitedHealth made up 0.1% of Park Avenue Securities's portfolio in Q2 2026, its #167 holding.
  • Park Avenue Securities first reported a position in UnitedHealth in Q4 2015 and has held it in 41 quarters since.
  • Park Avenue Securities's UnitedHealth position peaked at $20.9M in Q4 2022.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.