IFG Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,739
| Closed | -$1.23M | – | 841 |
|
|
2025
Q4 | $1.23M | Sell |
3,739
-103
| -3% | -$34.9K | 0.05% | 324 |
|
|
2025
Q3 | $1.33M | Sell |
3,842
-1,604
| -29% | -$485K | 0.06% | 306 |
|
|
2025
Q2 | $1.7M | Buy |
5,446
+1,160
| +27% | +$443K | 0.09% | 252 |
|
|
2025
Q1 | $2.24M | Buy |
4,286
+63
| +1% | +$32.2K | 0.12% | 202 |
|
|
2024
Q4 | $2.14M | Buy |
4,223
+31
| +0.7% | +$17.6K | 0.12% | 196 |
|
|
2024
Q3 | $2.45M | Sell |
4,192
-80
| -2% | -$45.2K | 0.16% | 173 |
|
|
2024
Q2 | $2.18M | Buy |
+4,272
| New | +$2.09M | 0.14% | 178 |
|
|
2024
Q1 | – | Sell |
-4,345
| Closed | -$2.29M | – | 568 |
|
|
2023
Q4 | $2.29M | Buy |
4,345
+153
| +4% | +$81.6K | 0.17% | 158 |
|
|
2023
Q3 | $2.11M | Buy |
+4,192
| New | +$2.06M | 0.18% | 151 |
|
|
2023
Q2 | – | Sell |
-3,798
| Closed | -$1.8M | – | 488 |
|
|
2023
Q1 | $1.8M | Sell |
3,798
-197
| -5% | -$95.1K | 0.17% | 152 |
|
|
2022
Q4 | $2.12M | Sell |
3,995
-517
| -11% | -$274K | 0.21% | 109 |
|
|
2022
Q3 | $2.28M | Buy |
4,512
+1,776
| +65% | +$934K | 0.21% | 107 |
|
|
2022
Q2 | $1.41M | Sell |
2,736
-205
| -7% | -$103K | 0.15% | 150 |
|
|
2022
Q1 | $1.5M | Sell |
2,941
-1,021
| -26% | -$492K | 0.15% | 159 |
|
|
2021
Q4 | $1.99M | Buy |
3,962
+98
| +3% | +$44.4K | 0.19% | 126 |
|
|
2021
Q3 | $1.51M | Buy |
3,864
+204
| +6% | +$84.5K | 0.16% | 159 |
|
|
2021
Q2 | $1.47M | Buy |
3,660
+443
| +14% | +$177K | 0.16% | 159 |
|
|
2021
Q1 | $1.2M | Buy |
3,217
+483
| +18% | +$167K | 0.15% | 165 |
|
|
2020
Q4 | $958K | Buy |
2,734
+98
| +4% | +$32.8K | 0.13% | 177 |
|
|
2020
Q3 | $822K | Buy |
2,636
+229
| +10% | +$70.3K | 0.13% | 179 |
|
|
2020
Q2 | $710K | Sell |
2,407
-196
| -8% | -$56.2K | 0.13% | 182 |
|
|
2020
Q1 | $649K | Buy |
2,603
+390
| +18% | +$107K | 0.14% | 162 |
|
|
2019
Q4 | $650K | Buy |
2,213
+18
| +0.8% | +$4.71K | 0.12% | 200 |
|
|
2019
Q3 | $477K | Sell |
2,195
-3,785
| -63% | -$913K | 0.09% | 239 |
|
|
2019
Q2 | $1.46M | Buy |
5,980
+50
| +0.8% | +$12K | 0.26% | 81 |
|
|
2019
Q1 | $1.47M | Sell |
5,930
-522
| -8% | -$133K | 0.28% | 80 |
|
|
2018
Q4 | $1.61M | Sell |
6,452
-752
| -10% | -$199K | 0.38% | 61 |
|
|
2018
Q3 | $1.92M | Sell |
7,204
-297
| -4% | -$77.3K | 0.36% | 62 |
|
|
2018
Q2 | $1.84M | Sell |
7,501
-134
| -2% | -$32.2K | 0.38% | 56 |
|
|
2018
Q1 | $1.63M | Sell |
7,635
-998
| -12% | -$228K | 0.36% | 60 |
|
|
2017
Q4 | $1.9M | Buy |
+8,633
| New | +$1.83M | 0.43% | 50 |
|
Other funds holding UNH
VCM
VPM
IFG Advisory's UNH Position: Q1 2026 in Review
IFG Advisory sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 3,739 shares — an estimated $1.23M sold.
IFG Advisory first reported a position in UNH in Q4 2017 and held it in 31 quarters. The position peaked at $2.45M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- IFG Advisory reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
- IFG Advisory sold 3,739 UnitedHealth shares in Q1 2026, an estimated $1.23M.
- IFG Advisory first reported a position in UnitedHealth in Q4 2017 and held it in 31 quarters.
- IFG Advisory's UnitedHealth position peaked at $2.45M in Q3 2024.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.