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 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 $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

IFS Advisors's UNH Position: Q1 2026 in Review

IFS Advisors held its UnitedHealth (UNH) position steady in Q1 2026 at 55 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #100.

IFS Advisors first reported a position in UNH in Q4 2020 and has held it in 19 quarters since. The position peaked at $19.7K in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

IFS Advisors held 55 shares of UnitedHealth worth $15.1K as of Q1 2026.
IFS Advisors left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.01% of IFS Advisors's portfolio in Q1 2026, its #100 holding.
IFS Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 19 quarters since.
IFS Advisors's UnitedHealth position peaked at $19.7K in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.