Parsonex Advisory Services’s UnitedHealth UNH Stock Holding History

Parsonex Advisory Services’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	$3.83M	Buy	9,219 +232	+3%	+$86K	3.33%	11
2026 Q1	$2.43M	Buy	8,987 +292	+3%	+$87K	2.38%	19
2025 Q4	$2.87M	Buy	8,695 +739	+9%	+$250K	1.83%	19
2025 Q3	$2.75M	Buy	7,956 +6,112	+331%	+$1.85M	1.87%	20
2025 Q2	$575K	Buy	+1,844	New	+$705K	0.48%	49

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 $3.37T AUM 44.26% 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

Parsonex Advisory Services's UNH Position: Q2 2026 in Review

Parsonex Advisory Services increased its UnitedHealth (UNH) stake by 2.6% in Q2 2026, buying an estimated $86K and bringing the position to 9,219 shares worth $3.83M. The position accounts for 3.33% of the portfolio, ranked #11.

Parsonex Advisory Services first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Parsonex Advisory Services held 9,219 shares of UnitedHealth worth $3.83M as of Q2 2026.
Parsonex Advisory Services bought 232 UnitedHealth shares in Q2 2026, an estimated $86K.
UnitedHealth made up 3.33% of Parsonex Advisory Services's portfolio in Q2 2026, its #11 holding.
Parsonex Advisory Services first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Parsonex Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.