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 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 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

ICW Investment Advisors's UNH Position: Q1 2026 in Review

ICW Investment Advisors increased its UnitedHealth (UNH) stake by 6.2% in Q1 2026, buying an estimated $72.1K and bringing the position to 4,167 shares worth $1.13M. The position accounts for 0.41% of the portfolio, ranked #85.

ICW Investment Advisors first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.6M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

ICW Investment Advisors held 4,167 shares of UnitedHealth worth $1.13M as of Q1 2026.
ICW Investment Advisors bought 242 UnitedHealth shares in Q1 2026, an estimated $72.1K.
UnitedHealth made up 0.41% of ICW Investment Advisors's portfolio in Q1 2026, its #85 holding.
ICW Investment Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
ICW Investment Advisors's UnitedHealth position peaked at $1.6M in Q1 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.