Icon Wealth Advisors’s UnitedHealth UNH Stock Holding History

Icon 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
2026 Q1	$8.37M	Buy	22,576 +5,620	+33%	+$1.67M	0.54%	36
2025 Q4	$5.62M	Buy	16,956 +1,355	+9%	+$459K	0.37%	50
2025 Q3	$5.39M	Sell	15,601 -1,025	-6%	-$310K	0.37%	56
2025 Q2	$5.19M	Buy	16,626 +1,674	+11%	+$640K	0.37%	57
2025 Q1	$7.83M	Sell	14,952 -1,397	-9%	-$714K	0.64%	34
2024 Q4	$8.27M	Sell	16,349 -1,984	-11%	-$1.13M	0.68%	29
2024 Q3	$10.7M	Sell	18,333 -213	-1%	-$120K	0.89%	22
2024 Q2	$10.7M	Buy	18,546 +1,694	+10%	+$830K	0.95%	23
2024 Q1	$8.34M	Buy	16,852 +5,088	+43%	+$2.59M	0.77%	24
2023 Q4	$6.19M	Buy	+11,764	New	+$6.27M	0.64%	28
2022 Q4	$7.74M	Sell	14,606 -132	-0.9%	-$69.9K	0.89%	21
2022 Q3	$7.44M	Buy	+14,738	New	+$7.75M	0.9%	18

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Icon Wealth Advisors's UNH Position: Q1 2026 in Review

Icon Wealth Advisors increased its UnitedHealth (UNH) stake by 33% in Q1 2026, buying an estimated $1.67M and bringing the position to 22,576 shares worth $8.37M. The position accounts for 0.54% of the portfolio, ranked #36.

Icon Wealth Advisors first reported a position in UNH in Q3 2022 and has held it in 12 quarters since. The position peaked at $10.7M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Icon Wealth Advisors held 22,576 shares of UnitedHealth worth $8.37M as of Q1 2026.
Icon Wealth Advisors bought 5,620 UnitedHealth shares in Q1 2026, an estimated $1.67M.
UnitedHealth made up 0.54% of Icon Wealth Advisors's portfolio in Q1 2026, its #36 holding.
Icon Wealth Advisors first reported a position in UnitedHealth in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's UnitedHealth position peaked at $10.7M in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.