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Private Advisory Group’s UnitedHealth UNH Stock Holding History

Private Advisory 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 		$11.9M Buy
44,059
+42,604
+2,928% +$12.7M 0.78% 37
2025
Q4 		$480K Buy
1,455
+681
+88% +$231K 0.04% 159
2025
Q3 		$267K Sell
774
-41,101
-98% -$12.4M 0.02% 194
2025
Q2 		$13.1M Buy
+41,875
New +$16M 1.18% 23
2023
Q2 		– Sell
-13,096
Closed -$6.19M – 234
2023
Q1 		$6.19M Sell
13,096
-1,608
-11% -$776K 1.32% 24
2022
Q4 		$7.8M Sell
14,704
-60
-0.4% -$31.8K 1.71% 14
2022
Q3 		$7.46M Sell
14,764
-1,383
-9% -$727K 1.7% 14
2022
Q2 		$8.29M Buy
16,147
+786
+5% +$395K 1.88% 18
2022
Q1 		$7.83M Sell
15,361
-4,572
-23% -$2.21M 1.53% 17
2021
Q4 		$10M Buy
19,933
+1,257
+7% +$569K 1.89% 18
2021
Q3 		$7.3M Buy
18,676
+554
+3% +$229K 1.78% 16
2021
Q2 		$7.26M Buy
18,122
+1,447
+9% +$577K 1.83% 18
2021
Q1 		$6.2M Buy
16,675
+1,340
+9% +$464K 1.78% 19
2020
Q4 		$5.38M Buy
15,335
+735
+5% +$246K 1.78% 19
2020
Q3 		$4.55M Sell
14,600
-163
-1% -$50.1K 1.83% 21
2020
Q2 		$4.35M Buy
14,763
+32
+0.2% +$9.17K 1.78% 16
2020
Q1 		$3.67M Buy
14,731
+27
+0.2% +$7.43K 1.87% 18
2019
Q4 		$4.32M Buy
14,704
+2,803
+24% +$733K 1.73% 21
2019
Q3 		$2.59M Buy
11,901
+1,588
+15% +$383K 1.14% 40
2019
Q2 		$2.52M Buy
10,313
+1,319
+15% +$317K 1.15% 34
2019
Q1 		$2.24M Hold
8,994
– – 1.26% 33
2018
Q4 		$2.24M Sell
8,994
-1,593
-15% -$421K 1.26% 33
2018
Q3 		$2.83M Buy
10,587
+97
+0.9% +$25.2K 1.44% 20
2018
Q2 		$2.57M Buy
10,490
+7,674
+273% +$1.84M 1.29% 26
2018
Q1 		$603K Buy
2,816
+43
+2% +$9.82K 0.37% 66
2017
Q4 		$611K Sell
2,773
-1,020
-27% -$216K 0.33% 76
2017
Q3 		$743K Sell
3,793
-78
-2% -$15.1K 0.44% 54
2017
Q2 		$717K Buy
3,871
+2,234
+136% +$392K 0.43% 56
2017
Q1 		$269K Sell
1,637
-364
-18% -$59.6K 0.18% 111
2016
Q4 		$320K Buy
+2,001
New +$299K 0.22% 94

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 Advisory Group's UNH Position: Q1 2026 in Review

Private Advisory Group increased its UnitedHealth (UNH) stake by 2,928% in Q1 2026, buying an estimated $12.7M and bringing the position to 44,059 shares worth $11.9M. The position accounts for 0.78% of the portfolio, ranked #37.

Private Advisory Group first reported a position in UNH in Q4 2016 and has held it in 30 quarters since. The position peaked at $13.1M in Q2 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Private Advisory Group held 44,059 shares of UnitedHealth worth $11.9M as of Q1 2026.
  • Private Advisory Group bought 42,604 UnitedHealth shares in Q1 2026, an estimated $12.7M.
  • UnitedHealth made up 0.78% of Private Advisory Group's portfolio in Q1 2026, its #37 holding.
  • Private Advisory Group first reported a position in UnitedHealth in Q4 2016 and has held it in 30 quarters since.
  • Private Advisory Group's UnitedHealth position peaked at $13.1M in Q2 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.