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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
2023
Q3 		– Sell
-2,248
Closed -$1.07M – 223
2023
Q2 		$1.07M Buy
+2,248
New +$1.1M 0.39% 77

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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. 1,396 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.
  • 1,396 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.