1IA
UNH icon

1620 Investment Advisors’s UnitedHealth UNH Stock Holding History

1620 Investment Advisors’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 		$246K Buy
593
+15
+3% +$5.56K 0.15% 154
2026
Q1 		$156K Hold
578
– – 0.11% 183
2025
Q4 		$191K Hold
578
– – 0.13% 162
2025
Q3 		$200K Buy
578
+338
+141% +$102K 0.14% 151
2025
Q2 		$74.9K Hold
240
– – 0.05% 265
2025
Q1 		$126K Sell
240
-5
-2% -$2.56K 0.1% 187
2024
Q4 		$124K Buy
+245
New +$139K 0.09% 194

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

1620 Investment Advisors's UNH Position: Q2 2026 in Review

1620 Investment Advisors increased its UnitedHealth (UNH) stake by 2.6% in Q2 2026, buying an estimated $5.56K and bringing the position to 593 shares worth $246K. The position accounts for 0.15% of the portfolio, ranked #154.

1620 Investment Advisors first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 3,371 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • 1620 Investment Advisors held 593 shares of UnitedHealth worth $246K as of Q2 2026.
  • 1620 Investment Advisors bought 15 UnitedHealth shares in Q2 2026, an estimated $5.56K.
  • UnitedHealth made up 0.15% of 1620 Investment Advisors's portfolio in Q2 2026, its #154 holding.
  • 1620 Investment Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 3,371 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.