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Park Edge Advisors’s UnitedHealth UNH Stock Holding History

Park Edge Advisors’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
Q1 		– Sell
-1,712
Closed -$565K – 159
2025
Q4 		$565K Buy
1,712
+380
+29% +$129K 0.13% 95
2025
Q3 		$460K Buy
1,332
+185
+16% +$56K 0.11% 98
2025
Q2 		$358K Buy
1,147
+131
+13% +$50.1K 0.09% 105
2025
Q1 		$532K Buy
1,016
+182
+22% +$93K 0.15% 86
2024
Q4 		$422K Sell
834
-110
-12% -$62.5K 0.12% 95
2024
Q3 		$552K Sell
944
-440
-32% -$249K 0.16% 89
2024
Q2 		$705K Sell
1,384
-167
-11% -$81.9K 0.22% 73
2024
Q1 		$767K Buy
1,551
+986
+175% +$501K 0.21% 65
2023
Q4 		$297K Buy
565
+65
+13% +$34.7K 0.1% 96
2023
Q3 		$252K Hold
500
– – 0.09% 92
2023
Q2 		$240K Buy
500
+3
+0.6% +$1.47K 0.08% 92
2023
Q1 		$235K Sell
497
-8
-2% -$3.86K 0.09% 90
2022
Q4 		$268K Buy
+505
New +$268K 0.12% 78

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Park Edge Advisors's UNH Position: Q1 2026 in Review

Park Edge Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,712 shares — an estimated $565K sold.

Park Edge Advisors first reported a position in UNH in Q4 2022 and held it in 13 quarters. The position peaked at $767K in Q1 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Park Edge Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Park Edge Advisors sold 1,712 UnitedHealth shares in Q1 2026, an estimated $565K.
  • Park Edge Advisors first reported a position in UnitedHealth in Q4 2022 and held it in 13 quarters.
  • Park Edge Advisors's UnitedHealth position peaked at $767K in Q1 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Park Edge Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.