Pathway Financial Advisers’s UnitedHealth UNH Stock Holding History

Pathway Financial Advisers’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	$3.29M	Sell	7,920 -23	-0.3%	-$8.53K	0.83%	47
2026 Q1	$2.15M	Sell	7,943 -97	-1%	-$28.9K	0.61%	63
2025 Q4	$2.65M	Sell	8,040 -164	-2%	-$55.6K	0.77%	47
2025 Q3	$2.8M	Buy	8,204 +983	+14%	+$297K	0.82%	42
2025 Q2	$2.25M	Buy	7,221 +457	+7%	+$175K	0.73%	48
2025 Q1	$3.54M	Buy	6,764 +88	+1%	+$45K	1.21%	28
2024 Q4	$3.38M	Buy	6,676 +1	+0%	+$568	1.13%	27
2024 Q3	$3.9M	Sell	6,675 -43	-0.6%	-$24.3K	1.77%	16
2024 Q2	$3.37M	Buy	6,718 +230	+4%	+$113K	1.21%	24
2024 Q1	$3.21M	Sell	6,488 -200	-3%	-$102K	1.16%	26
2023 Q4	$3.52M	Buy	6,688 +8	+0.1%	+$4.27K	1.34%	20
2023 Q3	$3.37M	Buy	+6,680	New	+$3.29M	1.39%	17
2023 Q1	$3.13M	Sell	6,622 -65	-1%	-$31.4K	1.26%	22
2022 Q4	$3.55M	Buy	+6,687	New	+$3.54M	1.44%	17

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pathway Financial Advisers's UNH Position: Q2 2026 in Review

Pathway Financial Advisers reduced its UnitedHealth (UNH) stake by 0.29% in Q2 2026, selling an estimated $8.53K and leaving 7,920 shares worth $3.29M. The position accounts for 0.83% of the portfolio, ranked #47.

Pathway Financial Advisers first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.9M in Q3 2024. 1,515 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Pathway Financial Advisers held 7,920 shares of UnitedHealth worth $3.29M as of Q2 2026.
Pathway Financial Advisers sold 23 UnitedHealth shares in Q2 2026, an estimated $8.53K.
UnitedHealth made up 0.83% of Pathway Financial Advisers's portfolio in Q2 2026, its #47 holding.
Pathway Financial Advisers first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
Pathway Financial Advisers's UnitedHealth position peaked at $3.9M in Q3 2024.
1,515 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.