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IBEX Wealth Advisors’s UnitedHealth UNH Stock Holding History

IBEX Wealth Advisors’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
2019
Q3 		– Sell
-20
Closed -$4K – 373
2019
Q2 		$4K Buy
+20
New +$4.81K ﹤0.01% 373

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

IBEX Wealth Advisors's UNH Position: Q2 2026 in Review

IBEX Wealth Advisors increased its UnitedHealth (UNH) stake by 52% in Q2 2026, buying an estimated $5.03M and bringing the position to 39,448 shares worth $16.4M. The position accounts for 1.28% of the portfolio, ranked #18.

IBEX Wealth Advisors first reported a position in UNH in Q3 2016 and has held it in 36 quarters since. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • IBEX Wealth Advisors held 39,448 shares of UnitedHealth worth $16.4M as of Q2 2026.
  • IBEX Wealth Advisors bought 13,559 UnitedHealth shares in Q2 2026, an estimated $5.03M.
  • UnitedHealth made up 1.28% of IBEX Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • IBEX Wealth Advisors first reported a position in UnitedHealth in Q3 2016 and has held it in 36 quarters since.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.