IBEX Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.01M | Buy |
25,889
+2,559
| +11% | +$762K | 0.65% | 54 |
|
|
2025
Q4 | $7.7M | Buy |
23,330
+688
| +3% | +$233K | 0.75% | 45 |
|
|
2025
Q3 | $7.82M | Buy |
+22,642
| New | +$6.85M | 0.75% | 41 |
|
|
2024
Q4 | – | Sell |
-21,923
| Closed | -$1.6M | – | 232 |
|
|
2024
Q3 | $1.6M | Buy |
21,923
+21,513
| +5,247% | +$12.2M | 0.44% | 52 |
|
|
2024
Q2 | $209K | Sell |
410
-17,693
| -98% | -$8.67M | 0.03% | 130 |
|
|
2024
Q1 | $9.6M | Buy |
18,103
+18,093
| +180,930% | +$9.2M | 2.6% | 8 |
|
|
2023
Q4 | $5.02K | Sell |
10
-9,264
| -100% | -$4.94M | 1.09% | 37 |
|
|
2023
Q3 | $4.68M | Buy |
+9,274
| New | +$4.56M | 1.19% | 32 |
|
|
2023
Q1 | $6.51M | Sell |
13,766
-4,337
| -24% | -$2.09M | 1.69% | 19 |
|
|
2022
Q4 | $9.6M | Sell |
18,103
-150
| -0.8% | -$79.5K | 2.17% | 8 |
|
|
2022
Q3 | $9.22M | Sell |
18,253
-384
| -2% | -$202K | 2.4% | 9 |
|
|
2022
Q2 | $9.57M | Sell |
18,637
-172
| -0.9% | -$86.4K | 2.2% | 5 |
|
|
2022
Q1 | $9.59M | Buy |
18,809
+4,158
| +28% | +$2.01M | 1.84% | 8 |
|
|
2021
Q4 | $7.36M | Buy |
14,651
+157
| +1% | +$71.1K | 1.3% | 20 |
|
|
2021
Q3 | $5.66M | Buy |
14,494
+998
| +7% | +$413K | 1.09% | 26 |
|
|
2021
Q2 | $5.4M | Buy |
13,496
+599
| +5% | +$239K | 1.08% | 25 |
|
|
2021
Q1 | $4.8M | Buy |
12,897
+290
| +2% | +$100K | 1.18% | 28 |
|
|
2020
Q4 | $4.42M | Buy |
12,607
+408
| +3% | +$137K | 1.15% | 30 |
|
|
2020
Q3 | $3.8M | Sell |
12,199
-6,474
| -35% | -$1.99M | 1.1% | 35 |
|
|
2020
Q2 | $5.51M | Buy |
18,673
+6,467
| +53% | +$1.85M | 1.77% | 13 |
|
|
2020
Q1 | $3.04M | Sell |
12,206
-550
| -4% | -$151K | 1.19% | 37 |
|
|
2019
Q4 | $3.75M | Sell |
12,756
-535
| -4% | -$140K | 1.15% | 29 |
|
|
2019
Q3 | $2.89M | Sell |
13,291
-197
| -1% | -$47.5K | 0.96% | 42 |
|
|
2019
Q2 | $3.29M | Sell |
13,488
-1,872
| -12% | -$450K | 0.95% | 37 |
|
|
2019
Q1 | $3.8M | Sell |
15,360
-8,112
| -35% | -$2.07M | 1.33% | 24 |
|
|
2018
Q4 | $5.85M | Sell |
23,472
-5,856
| -20% | -$1.55M | 2.67% | 4 |
|
|
2018
Q3 | $7.89M | Buy |
29,328
+219
| +0.8% | +$57K | 2.82% | 5 |
|
|
2018
Q2 | $6.32M | Hold |
29,109
| – | – | 2.53% | 4 |
|
|
2018
Q1 | $6.32M | Sell |
29,109
-1,542
| -5% | -$352K | 2.57% | 4 |
|
|
2017
Q4 | $6.89M | Sell |
30,651
-1,029
| -3% | -$218K | 3.05% | 5 |
|
|
2017
Q3 | $6.22M | Sell |
31,680
-602
| -2% | -$116K | 2.3% | 4 |
|
|
2017
Q2 | $6.04M | Buy |
32,282
+960
| +3% | +$168K | 2.38% | 4 |
|
|
2017
Q1 | $5.18M | Buy |
31,322
+861
| +3% | +$141K | 3.19% | 4 |
|
|
2016
Q4 | $4.83M | Buy |
30,461
+193
| +0.6% | +$28.8K | 2.31% | 5 |
|
|
2016
Q3 | $4.24M | Buy |
+30,268
| New | +$4.24M | 2.32% | 5 |
|
Other funds holding UNH
VCM
VPM
IBEX Wealth Advisors's UNH Position: Q1 2026 in Review
IBEX Wealth Advisors increased its UnitedHealth (UNH) stake by 11% in Q1 2026, buying an estimated $762K and bringing the position to 25,889 shares worth $7.01M. The position accounts for 0.65% of the portfolio, ranked #54.
IBEX Wealth Advisors first reported a position in UNH in Q3 2016 and has held it in 35 quarters since. The position peaked at $9.6M in Q1 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- IBEX Wealth Advisors held 25,889 shares of UnitedHealth worth $7.01M as of Q1 2026.
- IBEX Wealth Advisors bought 2,559 UnitedHealth shares in Q1 2026, an estimated $762K.
- UnitedHealth made up 0.65% of IBEX Wealth Advisors's portfolio in Q1 2026, its #54 holding.
- IBEX Wealth Advisors first reported a position in UnitedHealth in Q3 2016 and has held it in 35 quarters since.
- IBEX Wealth Advisors's UnitedHealth position peaked at $9.6M in Q1 2024.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.