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 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

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

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Premier Path Wealth Partners's UNH Position: Q2 2026 in Review

Premier Path Wealth Partners increased its UnitedHealth (UNH) stake by 32% in Q2 2026, buying an estimated $705K and bringing the position to 7,830 shares worth $3.25M. The position accounts for 0.37% of the portfolio, ranked #66.

Premier Path Wealth Partners first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.32M in Q3 2024. 1,436 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Premier Path Wealth Partners held 7,830 shares of UnitedHealth worth $3.25M as of Q2 2026.
Premier Path Wealth Partners bought 1,902 UnitedHealth shares in Q2 2026, an estimated $705K.
UnitedHealth made up 0.37% of Premier Path Wealth Partners's portfolio in Q2 2026, its #66 holding.
Premier Path Wealth Partners first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's UnitedHealth position peaked at $3.32M in Q3 2024.
1,436 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.