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Park Square Financial Group’s UnitedHealth UNH Stock Holding History

Park Square Financial Group’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 		$11.2K Hold
27
– – 0.1% 68
2026
Q1 		$7.31K Sell
27
-37
-58% -$11K 0.06% 118
2025
Q4 		$32.4K Buy
64
+63
+6,300% +$21.4K 0.19% 52
2025
Q3 		$345 Sell
1
-748
-100% -$226K ﹤0.01% 239
2025
Q2 		$234K Sell
749
-28
-4% -$10.7K 0.17% 94
2025
Q1 		$407K Sell
777
-18
-2% -$9.2K 0.32% 49
2024
Q4 		$402K Buy
+795
New +$452K 0.28% 47

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Park Square Financial Group's UNH Position: Q2 2026 in Review

Park Square Financial Group held its UnitedHealth (UNH) position steady in Q2 2026 at 27 shares worth $11.2K. The position accounts for 0.1% of the portfolio, ranked #68.

Park Square Financial Group first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $407K in Q1 2025. 1,714 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Park Square Financial Group held 27 shares of UnitedHealth worth $11.2K as of Q2 2026.
  • Park Square Financial Group left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.1% of Park Square Financial Group's portfolio in Q2 2026, its #68 holding.
  • Park Square Financial Group first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's UnitedHealth position peaked at $407K in Q1 2025.
  • 1,714 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.