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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
Q1 		$986 Hold
100
– – ﹤0.01% 2689
2025
Q4 		$4.18K Sell
100
-700
-88% -$237K ﹤0.01% 2584
2025
Q3 		$15.7K Buy
800
+100
+14% +$30.2K ﹤0.01% 2501
2025
Q2 		$10.2K Buy
+700
New +$268K ﹤0.01% 2415
2023
Q4 		– Sell
-12,400
Closed -$62.5K – 2502
2023
Q3 		$62.5K Buy
+12,400
New +$6.1M ﹤0.01% 2013

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

Private Advisor Group's UNH Position: Q1 2026 in Review

Private Advisor Group reduced its UnitedHealth (UNH) stake by 2.9% in Q1 2026, selling an estimated $582K and leaving 66,280 shares worth $17.9M. The position accounts for 0.08% of the portfolio, ranked #253.

Private Advisor Group first reported a position in UNH in Q4 2013 and has held it in 50 quarters since. The position peaked at $47.7M in Q2 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Private Advisor Group held 66,280 shares of UnitedHealth worth $17.9M as of Q1 2026.
  • Private Advisor Group sold 1,955 UnitedHealth shares in Q1 2026, an estimated $582K.
  • UnitedHealth made up 0.08% of Private Advisor Group's portfolio in Q1 2026, its #253 holding.
  • Private Advisor Group first reported a position in UnitedHealth in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's UnitedHealth position peaked at $47.7M in Q2 2022.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.