Parr McKnight Wealth Management Group’s UnitedHealth UNH Stock Holding History

Parr McKnight Wealth Management 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 Q1	$3.62M	Buy	13,396 +222	+2%	+$66.1K	0.48%	67
2025 Q4	$4.35M	Buy	13,174 +7	+0.1%	+$2.37K	0.57%	55
2025 Q3	$4.55M	Sell	13,167 -12,605	-49%	-$3.81M	0.6%	47
2025 Q2	$8.04M	Buy	25,772 +5,004	+24%	+$1.91M	1.1%	17
2025 Q1	$10.9M	Sell	20,768 -2,686	-11%	-$1.37M	1.56%	8
2024 Q4	$11.9M	Buy	+23,454	New	+$13.3M	1.7%	8

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Parr McKnight Wealth Management Group's UNH Position: Q1 2026 in Review

Parr McKnight Wealth Management Group increased its UnitedHealth (UNH) stake by 1.7% in Q1 2026, buying an estimated $66.1K and bringing the position to 13,396 shares worth $3.62M. The position accounts for 0.48% of the portfolio, ranked #67.

Parr McKnight Wealth Management Group first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.9M in Q4 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Parr McKnight Wealth Management Group held 13,396 shares of UnitedHealth worth $3.62M as of Q1 2026.
Parr McKnight Wealth Management Group bought 222 UnitedHealth shares in Q1 2026, an estimated $66.1K.
UnitedHealth made up 0.48% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #67 holding.
Parr McKnight Wealth Management Group first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Parr McKnight Wealth Management Group's UnitedHealth position peaked at $11.9M in Q4 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.