Parsons Capital Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$862K Buy
3,186
+8
+0.3% +$2.38K 0.04% 290
2025
Q4
$1.05M Sell
3,178
-170
-5% -$57.6K 0.06% 241
2025
Q3
$1.16M Sell
3,348
-497
-13% -$150K 0.07% 230
2025
Q2
$1.2M Buy
3,845
+22
+0.6% +$8.41K 0.07% 220
2025
Q1
$2M Sell
3,823
-529
-12% -$270K 0.11% 164
2024
Q4
$2.2M Sell
4,352
-449
-9% -$255K 0.12% 152
2024
Q3
$2.81M Buy
4,801
+81
+2% +$45.8K 0.18% 124
2024
Q2
$2.4M Sell
4,720
-458
-9% -$224K 0.16% 134
2024
Q1
$2.56M Buy
5,178
+380
+8% +$193K 0.18% 131
2023
Q4
$2.53M Buy
4,798
+455
+10% +$243K 0.18% 120
2023
Q3
$2.19M Buy
4,343
+635
+17% +$313K 0.17% 119
2023
Q2
$1.78M Buy
3,708
+209
+6% +$102K 0.14% 152
2023
Q1
$1.65M Buy
3,499
+672
+24% +$324K 0.13% 156
2022
Q4
$1.5M Buy
2,827
+261
+10% +$138K 0.13% 159
2022
Q3
$1.3M Buy
2,566
+427
+20% +$225K 0.12% 163
2022
Q2
$1.1M Buy
2,139
+234
+12% +$118K 0.1% 192
2022
Q1
$971K Buy
1,905
+42
+2% +$20.3K 0.07% 221
2021
Q4
$936K Buy
1,863
+107
+6% +$48.4K 0.07% 230
2021
Q3
$686K Buy
1,756
+70
+4% +$29K 0.05% 258
2021
Q2
$675K Hold
1,686
0.05% 252
2021
Q1
$627K Hold
1,686
0.05% 248
2020
Q4
$591K Buy
1,686
+1
+0.1% +$335 0.05% 244
2020
Q3
$525K Hold
1,685
0.05% 241
2020
Q2
$497K Buy
1,685
+667
+66% +$191K 0.05% 232
2020
Q1
$254K Sell
1,018
-388
-28% -$107K 0.03% 273
2019
Q4
$413K Hold
1,406
0.04% 264
2019
Q3
$306K Buy
1,406
+187
+15% +$45.1K 0.03% 285
2019
Q2
$297K Sell
1,219
-23
-2% -$5.53K 0.03% 287
2019
Q1
$307K Sell
1,242
-112
-8% -$28.6K 0.03% 284
2018
Q4
$337K Buy
1,354
+311
+30% +$82.2K 0.04% 268
2018
Q3
$277K Buy
1,043
+176
+20% +$45.8K 0.03% 321
2018
Q2
$213K Buy
+867
New +$208K 0.02% 342
2015
Q2
Sell
-525
Closed -$62K 520
2015
Q1
$62K Buy
+525
New +$58.3K 0.01% 444

Other funds holding UNH

Parsons Capital Management's UNH Position: Q1 2026 in Review

Parsons Capital Management increased its UnitedHealth (UNH) stake by 0.25% in Q1 2026, buying an estimated $2.38K and bringing the position to 3,186 shares worth $862K. The position accounts for 0.04% of the portfolio, ranked #290.

Parsons Capital Management first reported a position in UNH in Q1 2015 and has held it in 33 quarters since. The position peaked at $2.81M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Parsons Capital Management held 3,186 shares of UnitedHealth worth $862K as of Q1 2026.
  • Parsons Capital Management bought 8 UnitedHealth shares in Q1 2026, an estimated $2.38K.
  • UnitedHealth made up 0.04% of Parsons Capital Management's portfolio in Q1 2026, its #290 holding.
  • Parsons Capital Management first reported a position in UnitedHealth in Q1 2015 and has held it in 33 quarters since.
  • Parsons Capital Management's UnitedHealth position peaked at $2.81M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.