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Perigon Wealth Management’s UnitedHealth UNH Stock Holding History

Perigon Wealth Management’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 		$2.51M Sell
9,282
-1,675
-15% -$499K 0.05% 328
2025
Q4 		$3.62M Buy
10,957
+2,488
+29% +$843K 0.06% 255
2025
Q3 		$2.92M Sell
8,469
-2,977
-26% -$900K 0.06% 275
2025
Q2 		$3.57M Sell
11,446
-7,160
-38% -$2.74M 0.08% 235
2025
Q1 		$9.74M Buy
18,606
+992
+6% +$507K 0.25% 88
2024
Q4 		$8.99M Buy
17,614
+3,969
+29% +$2.26M 0.22% 96
2024
Q3 		$7.98M Buy
13,645
+88
+0.6% +$49.8K 0.21% 107
2024
Q2 		$6.9M Sell
13,557
-293
-2% -$144K 0.2% 108
2024
Q1 		$6.85M Buy
13,850
+24
+0.2% +$12.2K 0.21% 111
2023
Q4 		$7.28M Buy
13,826
+843
+6% +$450K 0.24% 91
2023
Q3 		$6.55M Sell
12,983
-619
-5% -$305K 0.27% 89
2023
Q2 		$6.54M Buy
13,602
+7,942
+140% +$3.88M 0.26% 95
2023
Q1 		$2.67M Buy
5,660
+166
+3% +$80.1K 0.15% 140
2022
Q4 		$2.91M Buy
5,494
+1,649
+43% +$873K 0.18% 129
2022
Q3 		$1.94M Buy
3,845
+394
+11% +$207K 0.17% 126
2022
Q2 		$1.77M Buy
3,451
+241
+8% +$121K 0.15% 138
2022
Q1 		$1.64M Sell
3,210
-54
-2% -$26K 0.12% 156
2021
Q4 		$1.64M Buy
3,264
+266
+9% +$120K 0.12% 151
2021
Q3 		$1.17M Sell
2,998
-29
-1% -$12K 0.1% 180
2021
Q2 		$1.21M Buy
3,027
+57
+2% +$22.7K 0.11% 170
2021
Q1 		$1.1M Buy
2,970
+187
+7% +$64.8K 0.11% 169
2020
Q4 		$976K Buy
2,783
+359
+15% +$120K 0.11% 152
2020
Q3 		$756K Buy
2,424
+115
+5% +$35.3K 0.11% 157
2020
Q2 		$681K Sell
2,309
-80
-3% -$22.9K 0.11% 151
2020
Q1 		$631K Buy
2,389
+774
+48% +$213K 0.12% 142
2019
Q4 		$471K Buy
1,615
+92
+6% +$24.1K 0.1% 146
2019
Q3 		$363K Sell
1,523
-59
-4% -$14.2K 0.09% 151
2019
Q2 		$386K Sell
1,582
-100
-6% -$24.1K 0.09% 148
2019
Q1 		$388K Buy
1,682
+45
+3% +$11.5K 0.09% 145
2018
Q4 		$439K Hold
1,637
– – 0.11% 129
2018
Q3 		$436K Buy
1,637
+360
+28% +$93.6K 0.11% 132
2018
Q2 		$313K Hold
1,277
– – 0.09% 177
2018
Q1 		$273K Sell
1,277
-220
-15% -$50.2K 0.1% 138
2017
Q4 		$330K Buy
1,497
+220
+17% +$46.6K 0.12% 96
2017
Q3 		$250K Sell
1,277
-5
-0.4% -$966 0.08% 179
2017
Q2 		$238K Sell
1,282
-53
-4% -$9.29K 0.05% 238
2017
Q1 		$219K Buy
1,335
+29
+2% +$4.75K 0.05% 248
2016
Q4 		$220K Buy
1,306
+143
+12% +$21.4K 0.05% 237
2016
Q3 		$163K Buy
1,163
+605
+108% +$84.7K 0.04% 214
2016
Q2 		$79K Buy
+558
New +$74.4K 0.02% 249

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Perigon Wealth Management's UNH Position: Q1 2026 in Review

Perigon Wealth Management reduced its UnitedHealth (UNH) stake by 15% in Q1 2026, selling an estimated $499K and leaving 9,282 shares worth $2.51M. The position accounts for 0.05% of the portfolio, ranked #328.

Perigon Wealth Management first reported a position in UNH in Q2 2016 and has held it in 40 quarters since. The position peaked at $9.74M in Q1 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Perigon Wealth Management held 9,282 shares of UnitedHealth worth $2.51M as of Q1 2026.
  • Perigon Wealth Management sold 1,675 UnitedHealth shares in Q1 2026, an estimated $499K.
  • UnitedHealth made up 0.05% of Perigon Wealth Management's portfolio in Q1 2026, its #328 holding.
  • Perigon Wealth Management first reported a position in UnitedHealth in Q2 2016 and has held it in 40 quarters since.
  • Perigon Wealth Management's UnitedHealth position peaked at $9.74M in Q1 2025.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.