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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 		– Sell
-100
Closed -$986 – 2909
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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. 3,386 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.
  • 3,386 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.