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 Q2	$123M	Sell	296,979 -8,764	-3%	-$3.25M	1.47%	12
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

iA Global Asset Management's UNH Position: Q2 2026 in Review

iA Global Asset Management reduced its UnitedHealth (UNH) stake by 2.9% in Q2 2026, selling an estimated $3.25M and leaving 296,979 shares worth $123M. The position accounts for 1.47% of the portfolio, ranked #12.

iA Global Asset Management first reported a position in UNH in Q2 2023 and has held it in 13 quarters since. The position peaked at $128M in Q3 2025. 3,379 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

iA Global Asset Management held 296,979 shares of UnitedHealth worth $123M as of Q2 2026.
iA Global Asset Management sold 8,764 UnitedHealth shares in Q2 2026, an estimated $3.25M.
UnitedHealth made up 1.47% of iA Global Asset Management's portfolio in Q2 2026, its #12 holding.
iA Global Asset Management first reported a position in UnitedHealth in Q2 2023 and has held it in 13 quarters since.
iA Global Asset Management's UnitedHealth position peaked at $128M in Q3 2025.
3,379 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on iA Global Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.