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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
Q2 		$1.94M Sell
4,664
-112
-2% -$41.5K 0.59% 39
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
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

Richard W. Paul & Associates's UNH Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its UnitedHealth (UNH) stake by 2.3% in Q2 2026, selling an estimated $41.5K and leaving 4,664 shares worth $1.94M. The position accounts for 0.59% of the portfolio, ranked #39.

Richard W. Paul & Associates first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Richard W. Paul & Associates held 4,664 shares of UnitedHealth worth $1.94M as of Q2 2026.
  • Richard W. Paul & Associates sold 112 UnitedHealth shares in Q2 2026, an estimated $41.5K.
  • UnitedHealth made up 0.59% of Richard W. Paul & Associates's portfolio in Q2 2026, its #39 holding.
  • Richard W. Paul & Associates first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.