Iams Wealth Management’s UnitedHealth UNH Stock Holding History

Iams Wealth 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	$1.14M	Buy	2,748 +234	+9%	+$86.7K	0.34%	87
2026 Q1	$680K	Buy	2,514 +1,453	+137%	+$433K	0.24%	108
2025 Q4	$350K	Buy	+1,061	New	+$360K	0.13%	150
2025 Q3	–	Sell	-1,637	Closed	-$511K	–	195
2025 Q2	$511K	Buy	1,637 +23	+1%	+$8.79K	0.23%	112
2025 Q1	$845K	Sell	1,614 -587	-27%	-$300K	0.39%	77
2024 Q4	$1.11M	Buy	2,201 +54	+3%	+$30.7K	0.51%	61
2024 Q3	$1.26M	Buy	2,147 +189	+10%	+$107K	0.62%	55
2024 Q2	$997K	Buy	1,958 +235	+14%	+$115K	0.55%	60
2024 Q1	$859K	Buy	1,723 +128	+8%	+$65.1K	0.52%	62
2023 Q4	$840K	Buy	1,595 +128	+9%	+$68.3K	0.54%	61
2023 Q3	$740K	Buy	+1,467	New	+$722K	0.51%	62
2023 Q2	–	Sell	-1,089	Closed	-$532K	–	218
2023 Q1	$512K	Buy	1,089 +505	+86%	+$244K	0.43%	70
2022 Q4	$310K	Buy	+584	New	+$309K	0.32%	80

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Iams Wealth Management's UNH Position: Q2 2026 in Review

Iams Wealth Management increased its UnitedHealth (UNH) stake by 9.3% in Q2 2026, buying an estimated $86.7K and bringing the position to 2,748 shares worth $1.14M. The position accounts for 0.34% of the portfolio, ranked #87.

Iams Wealth Management first reported a position in UNH in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.26M in Q3 2024. 1,858 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Iams Wealth Management held 2,748 shares of UnitedHealth worth $1.14M as of Q2 2026.
Iams Wealth Management bought 234 UnitedHealth shares in Q2 2026, an estimated $86.7K.
UnitedHealth made up 0.34% of Iams Wealth Management's portfolio in Q2 2026, its #87 holding.
Iams Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 13 quarters since.
Iams Wealth Management's UnitedHealth position peaked at $1.26M in Q3 2024.
1,858 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.