IFS Group’s UnitedHealth UNH Stock Holding History

IFS Group’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	$283K	Sell	682 -135	-17%	-$50K	0.39%	70
2026 Q1	$221K	Buy	+817	New	+$243K	0.2%	134
2025 Q3	$275K	Buy	+789	New	+$239K	0.24%	107

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

IFS Group's UNH Position: Q2 2026 in Review

IFS Group reduced its UnitedHealth (UNH) stake by 17% in Q2 2026, selling an estimated $50K and leaving 682 shares worth $283K. The position accounts for 0.39% of the portfolio, ranked #70.

IFS Group first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

IFS Group held 682 shares of UnitedHealth worth $283K as of Q2 2026.
IFS Group sold 135 UnitedHealth shares in Q2 2026, an estimated $50K.
UnitedHealth made up 0.39% of IFS Group's portfolio in Q2 2026, its #70 holding.
IFS Group first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.