Pasadena Private Wealth’s UnitedHealth UNH Stock Holding History

Pasadena Private Wealth’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	$249K	Sell	922 -31	-3%	-$9.23K	0.03%	190
2025 Q4	$314K	Sell	953 -115	-11%	-$39K	0.04%	172
2025 Q3	$369K	Hold	1,068	–	–	0.05%	144
2025 Q2	$333K	Buy	1,068 +150	+16%	+$57.3K	0.06%	140
2025 Q1	$481K	Buy	918 +63	+7%	+$32.2K	0.09%	105
2024 Q4	$432K	Buy	855 +4	+0.5%	+$2.27K	0.09%	98
2024 Q3	$497K	Buy	851 +3	+0.4%	+$1.7K	0.11%	87
2024 Q2	$432K	Hold	848	–	–	0.1%	88
2024 Q1	$419K	Hold	848	–	–	0.1%	89
2023 Q4	$446K	Hold	848	–	–	0.11%	84
2023 Q3	$427K	Hold	848	–	–	0.13%	57
2023 Q2	$407K	Hold	848	–	–	0.11%	61
2023 Q1	$401K	Hold	848	–	–	0.12%	63
2022 Q4	$449K	Sell	848 -19	-2%	-$10.1K	0.14%	53
2022 Q3	$438K	Hold	867	–	–	0.15%	45
2022 Q2	$445K	Sell	867 -12	-1%	-$6.03K	0.15%	47
2022 Q1	$448K	Buy	879 +12	+1%	+$5.79K	0.15%	49
2021 Q4	$435K	Buy	+867	New	+$392K	0.14%	59

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

Pasadena Private Wealth's UNH Position: Q1 2026 in Review

Pasadena Private Wealth reduced its UnitedHealth (UNH) stake by 3.3% in Q1 2026, selling an estimated $9.23K and leaving 922 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #190.

Pasadena Private Wealth first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $497K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Pasadena Private Wealth held 922 shares of UnitedHealth worth $249K as of Q1 2026.
Pasadena Private Wealth sold 31 UnitedHealth shares in Q1 2026, an estimated $9.23K.
UnitedHealth made up 0.03% of Pasadena Private Wealth's portfolio in Q1 2026, its #190 holding.
Pasadena Private Wealth first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
Pasadena Private Wealth's UnitedHealth position peaked at $497K in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Pasadena Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.