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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
Q2 		$25.3K Hold
200
– – ﹤0.01% 280
2026
Q1 		$6.37K Hold
200
– – ﹤0.01% 261
2025
Q4 		$13.8K Buy
+200
New +$67.8K ﹤0.01% 252

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pasadena Private Wealth's UNH Position: Q2 2026 in Review

Pasadena Private Wealth reduced its UnitedHealth (UNH) stake by 5.6% in Q2 2026, selling an estimated $19.3K and leaving 870 shares worth $362K. The position accounts for 0.05% of the portfolio, ranked #170.

Pasadena Private Wealth first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $497K in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Pasadena Private Wealth held 870 shares of UnitedHealth worth $362K as of Q2 2026.
  • Pasadena Private Wealth sold 52 UnitedHealth shares in Q2 2026, an estimated $19.3K.
  • UnitedHealth made up 0.05% of Pasadena Private Wealth's portfolio in Q2 2026, its #170 holding.
  • Pasadena Private Wealth first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Pasadena Private Wealth's UnitedHealth position peaked at $497K in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.