Richard W. Paul & Associates’s UnitedHealth UNH Stock Holding History

Richard W. Paul & Associates’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	$1.29M	Buy	4,776 +257	+6%	+$76.5K	0.44%	61
2025 Q4	$1.49M	Sell	4,519 -271	-6%	-$91.8K	0.5%	48
2025 Q3	$1.65M	Buy	4,790 +787	+20%	+$238K	0.56%	39
2025 Q2	$1.25M	Buy	4,003 +1,792	+81%	+$685K	0.45%	51
2025 Q1	$1.16M	Sell	2,211 -7	-0.3%	-$3.58K	0.45%	49
2024 Q4	$1.12M	Buy	2,218 +18	+0.8%	+$10.2K	0.41%	66
2024 Q3	$1.29M	Buy	2,200 +2	+0.1%	+$1.13K	0.46%	58
2024 Q2	$1.12M	Buy	2,198 +38	+2%	+$18.6K	0.43%	55
2024 Q1	$1.07M	Buy	2,160 +103	+5%	+$52.4K	0.43%	57
2023 Q4	$1.08M	Sell	2,057 -31	-1%	-$16.5K	0.45%	57
2023 Q3	$1.05M	Buy	2,088 +66	+3%	+$32.5K	0.48%	54
2023 Q2	$972K	Buy	2,022 +61	+3%	+$29.8K	0.42%	66
2023 Q1	$927K	Buy	1,961 +71	+4%	+$34.3K	0.43%	67
2022 Q4	$1M	Buy	+1,890	New	+$1M	0.5%	55

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Richard W. Paul & Associates's UNH Position: Q1 2026 in Review

Richard W. Paul & Associates increased its UnitedHealth (UNH) stake by 5.7% in Q1 2026, buying an estimated $76.5K and bringing the position to 4,776 shares worth $1.29M. The position accounts for 0.44% of the portfolio, ranked #61.

Richard W. Paul & Associates first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.65M in Q3 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Richard W. Paul & Associates held 4,776 shares of UnitedHealth worth $1.29M as of Q1 2026.
Richard W. Paul & Associates bought 257 UnitedHealth shares in Q1 2026, an estimated $76.5K.
UnitedHealth made up 0.44% of Richard W. Paul & Associates's portfolio in Q1 2026, its #61 holding.
Richard W. Paul & Associates first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
Richard W. Paul & Associates's UnitedHealth position peaked at $1.65M in Q3 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.