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Petredis Investment Advisors’s UnitedHealth UNH Stock Holding History

Petredis Investment Advisors’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 		$8.25M Sell
30,498
-262
-0.9% -$78K 0.67% 36
2025
Q4 		$10.2M Sell
30,760
-382
-1% -$129K 0.8% 29
2025
Q3 		$10.8M Sell
31,142
-645
-2% -$195K 0.86% 27
2025
Q2 		$9.92M Buy
31,787
+481
+2% +$184K 0.87% 27
2025
Q1 		$16.4M Buy
31,306
+621
+2% +$317K 1.71% 15
2024
Q4 		$15.5M Sell
30,685
-832
-3% -$473K 1.6% 14
2024
Q3 		$18.4M Buy
31,517
+97
+0.3% +$54.9K 1.96% 13
2024
Q2 		$16M Sell
31,420
-63
-0.2% -$30.9K 1.79% 13
2024
Q1 		$15.6M Buy
31,483
+743
+2% +$378K 1.87% 12
2023
Q4 		$16.2M Sell
30,740
-944
-3% -$503K 2.12% 12
2023
Q3 		$16M Buy
31,684
+119
+0.4% +$58.6K 2.27% 12
2023
Q2 		$15.2M Sell
31,565
-142
-0.4% -$69.4K 2.09% 13
2023
Q1 		$15M Buy
31,707
+450
+1% +$217K 2.34% 10
2022
Q4 		$16.6M Buy
+31,257
New +$16.6M 3.01% 9

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

Petredis Investment Advisors's UNH Position: Q1 2026 in Review

Petredis Investment Advisors reduced its UnitedHealth (UNH) stake by 0.85% in Q1 2026, selling an estimated $78K and leaving 30,498 shares worth $8.25M. The position accounts for 0.67% of the portfolio, ranked #36.

Petredis Investment Advisors first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.4M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Petredis Investment Advisors held 30,498 shares of UnitedHealth worth $8.25M as of Q1 2026.
  • Petredis Investment Advisors sold 262 UnitedHealth shares in Q1 2026, an estimated $78K.
  • UnitedHealth made up 0.67% of Petredis Investment Advisors's portfolio in Q1 2026, its #36 holding.
  • Petredis Investment Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • Petredis Investment Advisors's UnitedHealth position peaked at $18.4M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Petredis Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.