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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
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% -$2.77K 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 +$2.35K ﹤0.01% 353

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IAG Wealth Partners's UNH Position: Q1 2026 in Review

IAG Wealth Partners increased its UnitedHealth (UNH) stake by 11% in Q1 2026, buying an estimated $2.08K and bringing the position to 72 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

IAG Wealth Partners first reported a position in UNH in Q4 2019 and has held it in 21 quarters since. The position peaked at $92.2K in Q1 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • IAG Wealth Partners held 72 shares of UnitedHealth worth $19.5K as of Q1 2026.
  • IAG Wealth Partners bought 7 UnitedHealth shares in Q1 2026, an estimated $2.08K.
  • UnitedHealth made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #309 holding.
  • IAG Wealth Partners first reported a position in UnitedHealth in Q4 2019 and has held it in 21 quarters since.
  • IAG Wealth Partners's UnitedHealth position peaked at $92.2K in Q1 2023.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.