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 Q3	$35.9K	Buy	97 +28	+41%	+$11.3K	0.01%	216
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IFS Advisors's UNH Position: Q3 2026 in Review

IFS Advisors increased its UnitedHealth (UNH) stake by 41% in Q3 2026, buying an estimated $11.3K and bringing the position to 97 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #216.

IFS Advisors first reported a position in UNH in Q4 2020 and has held it in 21 quarters since. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

IFS Advisors held 97 shares of UnitedHealth worth $35.9K as of Q3 2026.
IFS Advisors bought 28 UnitedHealth shares in Q3 2026, an estimated $11.3K.
UnitedHealth made up 0.01% of IFS Advisors's portfolio in Q3 2026, its #216 holding.
IFS Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 21 quarters since.
2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.