IIA
UNH icon

ICW Investment Advisors’s UnitedHealth UNH Stock Holding History

ICW Investment 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 		$1.74M Buy
4,176
+9
+0.2% +$3.34K 0.61% 66
2026
Q1 		$1.13M Buy
4,167
+242
+6% +$72.1K 0.41% 85
2025
Q4 		$1.3M Buy
3,925
+22
+0.6% +$7.46K 0.47% 77
2025
Q3 		$1.35M Buy
3,903
+597
+18% +$181K 0.48% 79
2025
Q2 		$1.03M Buy
3,306
+255
+8% +$97.5K 0.41% 91
2025
Q1 		$1.6M Buy
3,051
+183
+6% +$93.5K 0.65% 63
2024
Q4 		$1.45M Buy
2,868
+455
+19% +$259K 0.61% 69
2024
Q3 		$1.41M Buy
2,413
+99
+4% +$56K 0.59% 72
2024
Q2 		$1.18M Buy
2,314
+39
+2% +$19.1K 0.53% 74
2024
Q1 		$1.13M Buy
2,275
+322
+16% +$164K 0.5% 80
2023
Q4 		$1.03M Buy
1,953
+68
+4% +$36.3K 0.5% 82
2023
Q3 		$950K Buy
1,885
+217
+13% +$107K 0.51% 80
2023
Q2 		$802K Buy
1,668
+110
+7% +$53.8K 0.43% 87
2023
Q1 		$737K Buy
1,558
+147
+10% +$70.9K 0.42% 87
2022
Q4 		$748K Buy
1,411
+27
+2% +$14.3K 0.45% 82
2022
Q3 		$699K Buy
1,384
+1
+0.1% +$526 0.47% 82
2022
Q2 		$710K Buy
1,383
+2
+0.1% +$1K 0.45% 84
2022
Q1 		$704K Buy
1,381
+11
+0.8% +$5.3K 0.41% 90
2021
Q4 		$688K Buy
1,370
+85
+7% +$38.5K 0.38% 91
2021
Q3 		$502K Buy
1,285
+68
+6% +$28.2K 0.32% 98
2021
Q2 		$487K Buy
1,217
+33
+3% +$13.2K 0.32% 103
2021
Q1 		$441K Buy
1,184
+71
+6% +$24.6K 0.3% 107
2020
Q4 		$384K Sell
1,113
-33
-3% -$11.1K 0.27% 108
2020
Q3 		$357K Buy
1,146
+58
+5% +$17.8K 0.27% 109
2020
Q2 		$321K Buy
1,088
+19
+2% +$5.44K 0.26% 109
2020
Q1 		$266K Buy
1,069
+252
+31% +$69.3K 0.25% 110
2019
Q4 		$240K Buy
+817
New +$214K 0.19% 112

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

ICW Investment Advisors's UNH Position: Q2 2026 in Review

ICW Investment Advisors increased its UnitedHealth (UNH) stake by 0.22% in Q2 2026, buying an estimated $3.34K and bringing the position to 4,176 shares worth $1.74M. The position accounts for 0.61% of the portfolio, ranked #66.

ICW Investment Advisors first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • ICW Investment Advisors held 4,176 shares of UnitedHealth worth $1.74M as of Q2 2026.
  • ICW Investment Advisors bought 9 UnitedHealth shares in Q2 2026, an estimated $3.34K.
  • UnitedHealth made up 0.61% of ICW Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • ICW Investment Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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