Premier Path Wealth Partners’s UnitedHealth UNH Stock Holding History

Premier Path Wealth Partners’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 Q3	$2.84M	Sell	7,741 -89	-1%	-$35.8K	0.33%	74
2026 Q2	$3.25M	Buy	7,830 +1,902	+32%	+$705K	0.37%	66
2026 Q1	$1.6M	Buy	5,928 +1,158	+24%	+$345K	0.21%	107
2025 Q4	$1.57M	Buy	4,770 +1,261	+36%	+$427K	0.2%	104
2025 Q3	$1.21M	Sell	3,509 -415	-11%	-$126K	0.16%	146
2025 Q2	$1.22M	Sell	3,924 -1,295	-25%	-$495K	0.17%	139
2025 Q1	$2.73M	Sell	5,219 -326	-6%	-$167K	0.43%	52
2024 Q4	$2.81M	Sell	5,545 -134	-2%	-$76.1K	0.43%	50
2024 Q3	$3.32M	Buy	5,679 +322	+6%	+$182K	0.52%	41
2024 Q2	$2.73M	Sell	5,357 -276	-5%	-$135K	0.46%	46
2024 Q1	$2.78M	Sell	5,633 -302	-5%	-$154K	0.52%	39
2023 Q4	$3.1M	Buy	+5,935	New	+$3.17M	0.69%	32

Other funds holding UNH

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Premier Path Wealth Partners's UNH Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its UnitedHealth (UNH) stake by 1.1% in Q3 2026, selling an estimated $35.8K and leaving 7,741 shares worth $2.84M. The position accounts for 0.33% of the portfolio, ranked #74.

Premier Path Wealth Partners first reported a position in UNH in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.32M in Q3 2024. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Premier Path Wealth Partners held 7,741 shares of UnitedHealth worth $2.84M as of Q3 2026.
Premier Path Wealth Partners sold 89 UnitedHealth shares in Q3 2026, an estimated $35.8K.
UnitedHealth made up 0.33% of Premier Path Wealth Partners's portfolio in Q3 2026, its #74 holding.
Premier Path Wealth Partners first reported a position in UnitedHealth in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's UnitedHealth position peaked at $3.32M in Q3 2024.
2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.