IFS Advisors’s UnitedHealth UNH Stock Holding History

IFS 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	$29K	Buy	69 +14	+25%	+$5.19K	0.01%	77
2026 Q1	$15.1K	Hold	55	–	–	0.01%	100
2025 Q4	$18.4K	Buy	55 +22	+67%	+$7.46K	0.01%	69
2025 Q3	$11.6K	Hold	33	–	–	0.01%	89
2025 Q2	$10.5K	Hold	33	–	–	0.01%	85
2025 Q1	$17.6K	Hold	33	–	–	0.01%	73
2024 Q4	$17K	Hold	33	–	–	0.01%	65
2024 Q3	$19.7K	Hold	33	–	–	0.02%	44
2024 Q2	$17.1K	Hold	33	–	–	0.01%	43
2024 Q1	$16.7K	Hold	33	–	–	0.01%	43
2023 Q4	$17.7K	Hold	33	–	–	0.02%	40
2023 Q3	$17K	Hold	33	–	–	0.03%	41
2023 Q2	$16.2K	Hold	33	–	–	0.04%	39
2023 Q1	$15.9K	Hold	33	–	–	0.07%	39
2022 Q4	$17.8K	Hold	33	–	–	0.03%	38
2022 Q3	$17K	Hold	33	–	–	0.03%	35
2022 Q2	$17K	Hold	33	–	–	0.05%	34
2022 Q1	$17K	Hold	33	–	–	0.02%	42
2021 Q4	$16K	Buy	+33	New	+$14.9K	0.01%	58
2021 Q1	–	Sell	-33	Closed	-$11K	–	139
2020 Q4	$11K	Buy	+33	New	+$11.1K	0.01%	102

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

IFS Advisors's UNH Position: Q2 2026 in Review

IFS Advisors increased its UnitedHealth (UNH) stake by 25% in Q2 2026, buying an estimated $5.19K and bringing the position to 69 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #77.

IFS Advisors first reported a position in UNH in Q4 2020 and has held it in 20 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

IFS Advisors held 69 shares of UnitedHealth worth $29K as of Q2 2026.
IFS Advisors bought 14 UnitedHealth shares in Q2 2026, an estimated $5.19K.
UnitedHealth made up 0.01% of IFS Advisors's portfolio in Q2 2026, its #77 holding.
IFS Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 20 quarters since.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.