IWM
UNH icon

IHT Wealth Management’s UnitedHealth UNH Stock Holding History

IHT Wealth Management’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 		$3.1M Buy
11,460
+1,196
+12% +$356K 0.07% 268
2025
Q4 		$3.38M Sell
10,264
-198
-2% -$67.1K 0.08% 248
2025
Q3 		$3.61M Sell
10,462
-930
-8% -$281K 0.09% 216
2025
Q2 		$3.55M Buy
11,392
+224
+2% +$85.6K 0.1% 194
2025
Q1 		$5.82M Sell
11,168
-675
-6% -$345K 0.18% 112
2024
Q4 		$5.99M Buy
11,843
+274
+2% +$156K 0.19% 107
2024
Q3 		$6.76M Buy
11,569
+2,756
+31% +$1.56M 0.19% 103
2024
Q2 		$4.5M Buy
8,813
+205
+2% +$100K 0.17% 120
2024
Q1 		$4.26M Sell
8,608
-887
-9% -$451K 0.17% 121
2023
Q4 		$5M Sell
9,495
-66
-0.7% -$35.2K 0.22% 97
2023
Q3 		$4.82M Buy
9,561
+443
+5% +$218K 0.24% 93
2023
Q2 		$4.38M Buy
9,118
+1,473
+19% +$720K 0.23% 93
2023
Q1 		$3.61M Buy
7,645
+835
+12% +$403K 0.21% 105
2022
Q4 		$3.61M Sell
6,810
-1,106
-14% -$586K 0.23% 103
2022
Q3 		$4M Buy
7,916
+4,102
+108% +$2.16M 0.3% 66
2022
Q2 		$1.96M Buy
3,814
+75
+2% +$37.7K 0.17% 133
2022
Q1 		$1.91M Sell
3,739
-98
-3% -$47.3K 0.14% 146
2021
Q4 		$1.93M Buy
3,837
+345
+10% +$156K 0.14% 145
2021
Q3 		$1.36M Sell
3,492
-4,486
-56% -$1.86M 0.11% 183
2021
Q2 		$3.19M Buy
7,978
+1,828
+30% +$729K 0.2% 109
2021
Q1 		$2.29M Buy
6,150
+857
+16% +$297K 0.16% 142
2020
Q4 		$1.86M Buy
5,293
+746
+16% +$250K 0.15% 140
2020
Q3 		$1.42M Buy
4,547
+1,191
+35% +$366K 0.14% 152
2020
Q2 		$990K Sell
3,356
-1,040
-24% -$298K 0.14% 165
2020
Q1 		$1.1M Buy
4,396
+375
+9% +$103K 0.16% 150
2019
Q4 		$1.18M Buy
4,021
+350
+10% +$91.6K 0.14% 168
2019
Q3 		$816K Buy
3,671
+822
+29% +$198K 0.11% 220
2019
Q2 		$697K Buy
2,849
+1,034
+57% +$249K 0.1% 228
2019
Q1 		$449K Buy
1,815
+24
+1% +$6.12K 0.07% 285
2018
Q4 		$446K Buy
1,791
+78
+5% +$20.6K 0.09% 262
2018
Q3 		$456K Buy
1,713
+58
+4% +$15.1K 0.1% 239
2018
Q2 		$406K Buy
1,655
+242
+17% +$58.1K 0.1% 237
2018
Q1 		$307K Sell
1,413
-499
-26% -$114K 0.08% 266
2017
Q4 		$430K Buy
1,912
+513
+37% +$109K 0.11% 221
2017
Q3 		$275K Buy
1,399
+110
+9% +$21.3K 0.12% 200
2017
Q2 		$4 Buy
1,289
+303
+31% +$53.1K ﹤0.01% 1141
2017
Q1 		$163K Sell
986
-194
-16% -$31.8K 0.11% 210
2016
Q4 		$191K Buy
+1,180
New +$176K 0.14% 166

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IHT Wealth Management's UNH Position: Q1 2026 in Review

IHT Wealth Management increased its UnitedHealth (UNH) stake by 12% in Q1 2026, buying an estimated $356K and bringing the position to 11,460 shares worth $3.1M. The position accounts for 0.07% of the portfolio, ranked #268.

IHT Wealth Management first reported a position in UNH in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.76M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • IHT Wealth Management held 11,460 shares of UnitedHealth worth $3.1M as of Q1 2026.
  • IHT Wealth Management bought 1,196 UnitedHealth shares in Q1 2026, an estimated $356K.
  • UnitedHealth made up 0.07% of IHT Wealth Management's portfolio in Q1 2026, its #268 holding.
  • IHT Wealth Management first reported a position in UnitedHealth in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's UnitedHealth position peaked at $6.76M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.