IWA
UNH icon

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
Q2 		$10.7M Buy
25,806
+3,230
+14% +$1.2M 0.65% 38
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
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

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

Icon Wealth Advisors increased its UnitedHealth (UNH) stake by 14% in Q2 2026, buying an estimated $1.2M and bringing the position to 25,806 shares worth $10.7M. The position accounts for 0.65% of the portfolio, ranked #38.

Icon Wealth Advisors first reported a position in UNH in Q3 2022 and has held it in 13 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Icon Wealth Advisors held 25,806 shares of UnitedHealth worth $10.7M as of Q2 2026.
  • Icon Wealth Advisors bought 3,230 UnitedHealth shares in Q2 2026, an estimated $1.2M.
  • UnitedHealth made up 0.65% of Icon Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Icon Wealth Advisors first reported a position in UnitedHealth in Q3 2022 and has held it in 13 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.