Pathstone Holdings
UNH icon

Pathstone Holdings’s UnitedHealth UNH Stock Holding History

Pathstone Holdings’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 		$54.9M Buy
131,429
+12,529
+11% +$4.64M 0.16% 98
2026
Q1 		$32.2M Sell
118,900
-9,414
-7% -$2.8M 0.13% 125
2025
Q4 		$42.4M Sell
128,314
-2,928
-2% -$992K 0.16% 90
2025
Q3 		$45.3M Buy
131,242
+4,165
+3% +$1.26M 0.17% 79
2025
Q2 		$39.8M Sell
127,077
-12,858
-9% -$4.91M 0.16% 85
2025
Q1 		$73.3M Sell
139,935
-8,216
-6% -$4.2M 0.32% 55
2024
Q4 		$74.9M Sell
148,151
-5,335
-3% -$3.03M 0.33% 49
2024
Q3 		$89.7M Buy
153,486
+1,388
+0.9% +$785K 0.4% 39
2024
Q2 		$77.5M Buy
152,098
+2,374
+2% +$1.16M 0.35% 47
2024
Q1 		$74.1M Buy
149,724
+16,226
+12% +$8.25M 0.35% 47
2023
Q4 		$70.8M Buy
+133,498
New +$71.2M 0.38% 43

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 $3.37T AUM 44.26% 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

Pathstone Holdings's UNH Position: Q2 2026 in Review

Pathstone Holdings increased its UnitedHealth (UNH) stake by 11% in Q2 2026, buying an estimated $4.64M and bringing the position to 131,429 shares worth $54.9M. The position accounts for 0.16% of the portfolio, ranked #98.

Pathstone Holdings first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $89.7M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Pathstone Holdings held 131,429 shares of UnitedHealth worth $54.9M as of Q2 2026.
  • Pathstone Holdings bought 12,529 UnitedHealth shares in Q2 2026, an estimated $4.64M.
  • UnitedHealth made up 0.16% of Pathstone Holdings's portfolio in Q2 2026, its #98 holding.
  • Pathstone Holdings first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's UnitedHealth position peaked at $89.7M in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.