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 Q2	$5.19M	Sell	12,479 -917	-7%	-$340K	0.61%	46
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Parr McKnight Wealth Management Group's UNH Position: Q2 2026 in Review

Parr McKnight Wealth Management Group reduced its UnitedHealth (UNH) stake by 6.8% in Q2 2026, selling an estimated $340K and leaving 12,479 shares worth $5.19M. The position accounts for 0.61% of the portfolio, ranked #46.

Parr McKnight Wealth Management Group first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.9M in Q4 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Parr McKnight Wealth Management Group held 12,479 shares of UnitedHealth worth $5.19M as of Q2 2026.
Parr McKnight Wealth Management Group sold 917 UnitedHealth shares in Q2 2026, an estimated $340K.
UnitedHealth made up 0.61% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #46 holding.
Parr McKnight Wealth Management Group first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Parr McKnight Wealth Management Group's UnitedHealth position peaked at $11.9M in Q4 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.