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Pathstone Holdings, LLC

SEC CIK
0002011612
Latest filing
Aug 13, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Pathstone Holdings, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
131,429
Value
$54.9M
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of UNH by Pathstone Holdings, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026131,429$54.9M0.2%+12,529+10.5%AddedHolders
Q1 2026118,900$32.2M0.1%−9,414−7.3%ReducedHolders
Q4 2025128,314$42.4M0.2%−2,928−2.2%ReducedHolders
Q3 2025131,242$45.3M0.2%+4,165+3.3%AddedHolders
Q2 2025127,077$39.8M0.2%−12,858−9.2%ReducedHolders
Q1 2025139,935$73.3M0.3%−8,216−5.5%ReducedHolders
Q4 2024148,151$74.9M0.3%−5,335−3.5%ReducedHolders
Q3 2024153,486$89.7M0.4%+1,388+0.9%AddedHolders
Q2 2024152,098$77.5M0.3%+2,374+1.6%AddedHolders
Q1 2024149,724$74.1M0.3%+16,226+12.2%AddedHolders
Q4 2023133,498$70.8M0.4%–No prior filingHolders