IAG Wealth Partners
UNH icon

IAG Wealth Partners’s UnitedHealth UNH Stock Holding History

IAG Wealth Partners’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
Q3 		$44.8K Hold
122
– – ﹤0.01% 240
2026
Q2 		$50.7K Buy
122
+50
+69% +$18.5K 0.01% 216
2026
Q1 		$19.5K Buy
72
+7
+11% +$2.08K ﹤0.01% 309
2025
Q4 		$21.5K Sell
65
-15
-19% -$5.08K ﹤0.01% 281
2025
Q3 		$27.6K Hold
80
– – ﹤0.01% 276
2025
Q2 		$25K Hold
80
– – ﹤0.01% 261
2025
Q1 		$41.9K Buy
+80
New +$40.9K 0.01% 209
2024
Q4 		– Sell
-131
Closed -$76.6K – 541
2024
Q3 		$76.6K Sell
131
-23
-15% -$13K 0.01% 156
2024
Q2 		$78.4K Buy
154
+23
+18% +$11.3K 0.02% 141
2024
Q1 		$64.8K Sell
131
-25
-16% -$12.7K 0.01% 146
2023
Q4 		$82.1K Hold
156
– – 0.02% 120
2023
Q3 		$78.7K Hold
156
– – 0.02% 118
2023
Q2 		$75K Sell
156
-39
-20% -$19.1K 0.02% 133
2023
Q1 		$92.2K Buy
195
+109
+127% +$52.6K 0.03% 107
2022
Q4 		$45.6K Buy
86
+42
+95% +$22.2K 0.01% 146
2022
Q3 		$22K Buy
44
+42
+2,100% +$22.1K 0.01% 195
2022
Q2 		$1K Sell
2
-2
-50% -$1K ﹤0.01% 423
2022
Q1 		$2K Buy
+4
New +$1.93K ﹤0.01% 407
2021
Q1 		– Sell
-37
Closed -$13K – 386
2020
Q4 		$13K Hold
37
– – 0.01% 220
2020
Q3 		$12K Sell
37
-9
-20% -$2.76K 0.01% 212
2020
Q2 		$14K Hold
46
– – 0.01% 188
2020
Q1 		$12K Buy
46
+37
+411% +$10.2K 0.01% 188
2019
Q4 		$3K Buy
+9
New +$2.36K ﹤0.01% 353

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IAG Wealth Partners's UNH Position: Q3 2026 in Review

IAG Wealth Partners held its UnitedHealth (UNH) position steady in Q3 2026 at 122 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

IAG Wealth Partners first reported a position in UNH in Q4 2019 and has held it in 23 quarters since. The position peaked at $92.2K in Q1 2023. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • IAG Wealth Partners held 122 shares of UnitedHealth worth $44.8K as of Q3 2026.
  • IAG Wealth Partners left its UnitedHealth share count unchanged in Q3 2026.
  • UnitedHealth made up ﹤0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #240 holding.
  • IAG Wealth Partners first reported a position in UnitedHealth in Q4 2019 and has held it in 23 quarters since.
  • IAG Wealth Partners's UnitedHealth position peaked at $92.2K in Q1 2023.
  • 2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.