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 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 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

IFC Advisors's UNH Position: Q1 2026 in Review

IFC Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 674 shares — an estimated $222K sold.

IFC Advisors first reported a position in UNH in Q4 2024 and held it in 4 quarters. The position peaked at $4.43M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

IFC Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
IFC Advisors sold 674 UnitedHealth shares in Q1 2026, an estimated $222K.
IFC Advisors first reported a position in UnitedHealth in Q4 2024 and held it in 4 quarters.
IFC Advisors's UnitedHealth position peaked at $4.43M in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.