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IFC Advisors’s UnitedHealth UNH Stock Holding History

IFC 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 		$256K Buy
+615
New +$228K 0.03% 155
2026
Q1 		– Sell
-674
Closed -$222K – 183
2025
Q4 		$222K Buy
674
+83
+14% +$28.1K 0.03% 162
2025
Q3 		$204K Buy
+591
New +$179K 0.04% 168
2025
Q2 		– Sell
-8,454
Closed -$4.43M – 181
2025
Q1 		$4.43M Buy
8,454
+486
+6% +$248K 0.92% 22
2024
Q4 		$4.03M Buy
+7,968
New +$4.53M 0.88% 23

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 $3.38T AUM 44.17% 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

IFC Advisors's UNH Position: Q2 2026 in Review

IFC Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 615 shares worth $256K. The stake represents 0.03% of the portfolio and ranks #155 among its holdings. This is a return to the name: IFC Advisors previously reported a position in UNH as recently as Q4 2025.

IFC Advisors first reported a position in UNH in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.43M in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • IFC Advisors held 615 shares of UnitedHealth worth $256K as of Q2 2026.
  • UnitedHealth was a new IFC Advisors position in Q2 2026.
  • UnitedHealth made up 0.03% of IFC Advisors's portfolio in Q2 2026, its #155 holding.
  • IFC Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 5 quarters since.
  • IFC Advisors's UnitedHealth position peaked at $4.43M in Q1 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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