iA Global Asset Management’s UnitedHealth UNH Stock Holding History

iA Global Asset Management’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	$82.7M	Buy	305,743 +44,683	+17%	+$13.3M	1.17%	18
2025 Q4	$86.2M	Sell	261,060 -109,934	-30%	-$37.3M	1.1%	18
2025 Q3	$128M	Sell	370,994 -2,827	-0.8%	-$855K	1.75%	10
2025 Q2	$117M	Buy	373,821 +148,097	+66%	+$56.6M	1.76%	10
2025 Q1	$118M	Buy	225,724 +38,910	+21%	+$19.9M	2.03%	11
2024 Q4	$94.5M	Buy	186,814 +16,366	+10%	+$9.3M	1.66%	14
2024 Q3	$99.7M	Sell	170,448 -60,160	-26%	-$34M	1.75%	13
2024 Q2	$117M	Sell	230,608 -22,913	-9%	-$11.2M	2.24%	9
2024 Q1	$125M	Buy	253,521 +11,073	+5%	+$5.63M	2.57%	8
2023 Q4	$128M	Buy	242,448 +29,689	+14%	+$15.8M	2.95%	5
2023 Q3	$107M	Buy	212,759 +26,494	+14%	+$13M	2.83%	4
2023 Q2	$89.5M	Buy	+186,265	New	+$91.1M	2.37%	8

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

iA Global Asset Management's UNH Position: Q1 2026 in Review

iA Global Asset Management increased its UnitedHealth (UNH) stake by 17% in Q1 2026, buying an estimated $13.3M and bringing the position to 305,743 shares worth $82.7M. The position accounts for 1.17% of the portfolio, ranked #18.

iA Global Asset Management first reported a position in UNH in Q2 2023 and has held it in 12 quarters since. The position peaked at $128M in Q3 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

iA Global Asset Management held 305,743 shares of UnitedHealth worth $82.7M as of Q1 2026.
iA Global Asset Management bought 44,683 UnitedHealth shares in Q1 2026, an estimated $13.3M.
UnitedHealth made up 1.17% of iA Global Asset Management's portfolio in Q1 2026, its #18 holding.
iA Global Asset Management first reported a position in UnitedHealth in Q2 2023 and has held it in 12 quarters since.
iA Global Asset Management's UnitedHealth position peaked at $128M in Q3 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on iA Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.