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Private Advisor Group’s UnitedHealth UNH Stock Holding History

Private Advisor Group’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 		$22.2M Sell
53,409
-12,871
-19% -$4.77M 0.1% 207
2026
Q1 		$17.9M Sell
66,280
-1,955
-3% -$582K 0.08% 253
2025
Q4 		$22.5M Sell
68,235
-472
-0.7% -$160K 0.11% 202
2025
Q3 		$23.7M Buy
68,707
+5,533
+9% +$1.67M 0.12% 177
2025
Q2 		$19.7M Buy
63,174
+292
+0.5% +$112K 0.11% 197
2025
Q1 		$32.9M Sell
62,882
-1,400
-2% -$716K 0.2% 108
2024
Q4 		$32.5M Sell
64,282
-2,305
-3% -$1.31M 0.18% 111
2024
Q3 		$38.9M Sell
66,587
-2,118
-3% -$1.2M 0.24% 87
2024
Q2 		$35M Buy
68,705
+8,204
+14% +$4.02M 0.23% 91
2024
Q1 		$29.9M Sell
60,501
-13,503
-18% -$6.86M 0.22% 98
2023
Q4 		$39M Buy
74,004
+904
+1% +$482K 0.3% 73
2023
Q3 		$36.9M Buy
73,100
+2,311
+3% +$1.14M 0.33% 66
2023
Q2 		$34.5M Buy
70,789
+11,204
+19% +$5.48M 0.3% 72
2023
Q1 		$28.2M Sell
59,585
-2,167
-4% -$1.05M 0.27% 82
2022
Q4 		$7.26M Sell
61,752
-212
-0.3% -$112K 0.37% 53
2022
Q3 		$31.3M Sell
61,964
-30,918
-33% -$16.3M 0.36% 57
2022
Q2 		$47.7M Buy
92,882
+2,528
+3% +$1.27M 0.43% 47
2022
Q1 		$46.1M Buy
90,354
+11,541
+15% +$5.57M 0.35% 53
2021
Q4 		$39.6M Sell
78,813
-33,140
-30% -$15M 0.3% 69
2021
Q3 		$43.7M Buy
111,953
+46,189
+70% +$19.1M 0.28% 68
2021
Q2 		$26.3M Buy
65,764
+18,430
+39% +$7.35M 0.23% 85
2021
Q1 		$17.6M Sell
47,334
-3,326
-7% -$1.15M 0.17% 126
2020
Q4 		$17.8M Buy
50,660
+12,334
+32% +$4.13M 0.19% 110
2020
Q3 		$11.7M Buy
38,326
+1,066
+3% +$327K 0.15% 140
2020
Q2 		$11M Buy
37,260
+1,190
+3% +$341K 0.15% 139
2020
Q1 		$8.99M Sell
36,070
-1,663
-4% -$458K 0.17% 138
2019
Q4 		$11.1M Sell
37,733
-2,581
-6% -$675K 0.17% 137
2019
Q3 		$9.06M Buy
40,314
+8,239
+26% +$1.99M 0.14% 164
2019
Q2 		$7.83M Sell
32,075
-1,995
-6% -$480K 0.14% 162
2019
Q1 		$8.43M Buy
34,070
+4,227
+14% +$1.08M 0.17% 135
2018
Q4 		$7.43M Sell
29,843
-10,526
-26% -$2.78M 0.18% 124
2018
Q3 		$10.7M Buy
40,369
+13,416
+50% +$3.49M 0.22% 101
2018
Q2 		$6.66M Buy
26,953
+14,448
+116% +$3.47M 0.11% 89
2018
Q1 		$2.68M Sell
12,505
-11,278
-47% -$2.58M 0.1% 198
2017
Q4 		$5.33M Sell
23,783
-9,798
-29% -$2.08M 0.23% 100
2017
Q3 		$6.59M Sell
33,581
-2,822
-8% -$545K 0.16% 135
2017
Q2 		$6.8M Buy
36,403
+7,246
+25% +$1.27M 0.18% 126
2017
Q1 		$4.82M Buy
29,157
+5,600
+24% +$917K 0.13% 168
2016
Q4 		$3.81M Buy
23,557
+3,664
+18% +$547K 0.12% 169
2016
Q3 		$2.75M Sell
19,893
-2,206
-10% -$309K 0.11% 186
2016
Q2 		$3.15M Buy
22,099
+6,559
+42% +$875K 0.13% 166
2016
Q1 		$1.89M Sell
15,540
-15,613
-50% -$1.85M 0.09% 229
2015
Q4 		$3.67M Buy
31,153
+1,770
+6% +$207K 0.18% 130
2015
Q3 		$3.41M Buy
29,383
+13,435
+84% +$1.61M 0.19% 120
2015
Q2 		$1.95M Buy
15,948
+1,477
+10% +$175K 0.09% 231
2015
Q1 		$1.71M Buy
14,471
+722
+5% +$80.2K 0.1% 238
2014
Q4 		$1.39M Buy
13,749
+906
+7% +$85.9K 0.09% 272
2014
Q3 		$1.11M Buy
12,843
+1,527
+13% +$129K 0.08% 285
2014
Q2 		$925K Sell
11,316
-291
-3% -$22.9K 0.08% 300
2014
Q1 		$952K Buy
11,607
+2,683
+30% +$202K 0.1% 247
2013
Q4 		$672K Buy
+8,924
New +$641K 0.08% 314

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Private Advisor Group's UNH Position: Q2 2026 in Review

Private Advisor Group reduced its UnitedHealth (UNH) stake by 19% in Q2 2026, selling an estimated $4.77M and leaving 53,409 shares worth $22.2M. The position accounts for 0.1% of the portfolio, ranked #207.

Private Advisor Group first reported a position in UNH in Q4 2013 and has held it in 51 quarters since. The position peaked at $47.7M in Q2 2022. 1,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Private Advisor Group held 53,409 shares of UnitedHealth worth $22.2M as of Q2 2026.
  • Private Advisor Group sold 12,871 UnitedHealth shares in Q2 2026, an estimated $4.77M.
  • UnitedHealth made up 0.1% of Private Advisor Group's portfolio in Q2 2026, its #207 holding.
  • Private Advisor Group first reported a position in UnitedHealth in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's UnitedHealth position peaked at $47.7M in Q2 2022.
  • 1,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.