Pavion Blue Capital’s UnitedHealth UNH Stock Holding History

Pavion Blue Capital’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	$211K	Buy	+508	New	+$188K	0.09%	110
2025 Q2	–	Sell	-508	Closed	-$266K	–	105
2025 Q1	$266K	Hold	508	–	–	0.13%	83
2024 Q4	$257K	Hold	508	–	–	0.12%	85
2024 Q3	$297K	Sell	508 -10	-2%	-$5.66K	0.14%	79
2024 Q2	$264K	Hold	518	–	–	0.13%	84
2024 Q1	$256K	Sell	518 -6	-1%	-$3.05K	0.13%	83
2023 Q4	$276K	Hold	524	–	–	0.15%	79
2023 Q3	$264K	Hold	524	–	–	0.16%	79
2023 Q2	$252K	Sell	524 -145	-22%	-$70.9K	0.15%	84
2023 Q1	$316K	Hold	669	–	–	0.19%	73
2022 Q4	$355K	Buy	669 +145	+28%	+$76.8K	0.23%	68
2022 Q3	$265K	Hold	524	–	–	0.19%	73
2022 Q2	$269K	Buy	524 +17	+3%	+$8.54K	0.18%	73
2022 Q1	$259K	Hold	507	–	–	0.15%	79
2021 Q4	$255K	Buy	+507	New	+$230K	0.15%	81
2021 Q3	–	Sell	-507	Closed	-$203K	–	93
2021 Q2	$203K	Sell	507 -175	-26%	-$69.8K	0.12%	92
2021 Q1	$254K	Hold	682	–	–	0.17%	74
2020 Q4	$239K	Sell	682 -268	-28%	-$89.8K	0.16%	79
2020 Q3	$296K	Buy	950 +90	+10%	+$27.6K	0.23%	64
2020 Q2	$254K	Hold	860	–	–	0.22%	68
2020 Q1	$214K	Hold	860	–	–	0.22%	67
2019 Q4	$253K	Buy	+860	New	+$225K	0.25%	53

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pavion Blue Capital's UNH Position: Q2 2026 in Review

Pavion Blue Capital opened a new position in UnitedHealth (UNH) in Q2 2026: 508 shares worth $211K. The stake represents 0.09% of the portfolio and ranks #110 among its holdings. This is a return to the name: Pavion Blue Capital previously reported a position in UNH as recently as Q1 2025.

Pavion Blue Capital first reported a position in UNH in Q4 2019 and has held it in 22 quarters since. The position peaked at $355K in Q4 2022. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Pavion Blue Capital held 508 shares of UnitedHealth worth $211K as of Q2 2026.
UnitedHealth was a new Pavion Blue Capital position in Q2 2026.
UnitedHealth made up 0.09% of Pavion Blue Capital's portfolio in Q2 2026, its #110 holding.
Pavion Blue Capital first reported a position in UnitedHealth in Q4 2019 and has held it in 22 quarters since.
Pavion Blue Capital's UnitedHealth position peaked at $355K in Q4 2022.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Pavion Blue Capital's 13F filing for Q2 2026, filed 7 Aug 2026.