IA
UNH icon

IAM Advisory’s UnitedHealth UNH Stock Holding History

IAM Advisory’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
2025
Q3 		– Sell
-3,824
Closed -$1.19M – 108
2025
Q2 		$1.19M Buy
3,824
+145
+4% +$55.4K 0.29% 56
2025
Q1 		$1.93M Sell
3,679
-69
-2% -$35.3K 0.5% 33
2024
Q4 		$1.9M Buy
3,748
+17
+0.5% +$9.66K 0.48% 34
2024
Q3 		$2.18M Buy
3,731
+44
+1% +$24.9K 0.55% 30
2024
Q2 		$1.88M Buy
3,687
+63
+2% +$30.9K 0.51% 37
2024
Q1 		$1.79M Buy
3,624
+95
+3% +$48.3K 0.49% 35
2023
Q4 		$1.86M Buy
3,529
+44
+1% +$23.5K 0.58% 26
2023
Q3 		$1.76M Buy
3,485
+86
+3% +$42.3K 0.61% 21
2023
Q2 		$1.63M Buy
3,399
+162
+5% +$79.2K 0.56% 27
2023
Q1 		$1.53M Sell
3,237
-1,564
-33% -$755K 0.53% 27
2022
Q4 		$2.55M Buy
4,801
+45
+0.9% +$23.8K 0.94% 15
2022
Q3 		$2.4M Buy
4,756
+4
+0.1% +$2.1K 1.01% 14
2022
Q2 		$2.44M Buy
4,752
+72
+2% +$36.2K 1% 15
2022
Q1 		$2.39M Buy
4,680
+1,840
+65% +$887K 0.97% 13
2021
Q4 		$1.32M Buy
2,840
+111
+4% +$50.2K 0.52% 28
2021
Q3 		$1.1M Buy
+2,729
New +$1.13M 0.47% 32
2021
Q2 		– Sell
-2,596
Closed -$1.05M – 99
2021
Q1 		$1.05M Buy
2,596
+117
+5% +$40.5K 0.46% 31
2020
Q4 		$838K Buy
+2,479
New +$831K 0.42% 35

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return