IIM
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IFC & Insurance Marketing’s UnitedHealth UNH Stock Holding History

IFC & Insurance Marketing’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 		$364K Buy
875
+34
+4% +$12.6K 0.32% 47
2026
Q1 		$228K Sell
841
-107
-11% -$31.9K 0.24% 59
2025
Q4 		$313K Buy
+948
New +$321K 0.31% 45

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

IFC & Insurance Marketing's UNH Position: Q2 2026 in Review

IFC & Insurance Marketing increased its UnitedHealth (UNH) stake by 4% in Q2 2026, buying an estimated $12.6K and bringing the position to 875 shares worth $364K. The position accounts for 0.32% of the portfolio, ranked #47.

IFC & Insurance Marketing first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • IFC & Insurance Marketing held 875 shares of UnitedHealth worth $364K as of Q2 2026.
  • IFC & Insurance Marketing bought 34 UnitedHealth shares in Q2 2026, an estimated $12.6K.
  • UnitedHealth made up 0.32% of IFC & Insurance Marketing's portfolio in Q2 2026, its #47 holding.
  • IFC & Insurance Marketing first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.