Private Advisory Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.9M | Sell |
40,598
-3,461
| -8% | -$1.28M | 0.91% | 28 |
|
|
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
Private Advisory Group's UNH Position: Q2 2026 in Review
Private Advisory Group reduced its UnitedHealth (UNH) stake by 7.9% in Q2 2026, selling an estimated $1.28M and leaving 40,598 shares worth $16.9M. The position accounts for 0.91% of the portfolio, ranked #28.
Private Advisory Group first reported a position in UNH in Q4 2016 and has held it in 31 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Private Advisory Group held 40,598 shares of UnitedHealth worth $16.9M as of Q2 2026.
- Private Advisory Group sold 3,461 UnitedHealth shares in Q2 2026, an estimated $1.28M.
- UnitedHealth made up 0.91% of Private Advisory Group's portfolio in Q2 2026, its #28 holding.
- Private Advisory Group first reported a position in UnitedHealth in Q4 2016 and has held it in 31 quarters since.
- 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.