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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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.