Independent Family Office’s UnitedHealth UNH Stock Holding History

Independent Family Office’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	$249K	Buy	+600	New	+$222K	0.1%	77
2025 Q4	–	Sell	-600	Closed	-$207K	–	81
2025 Q3	$207K	Sell	600 -90	-13%	-$27.2K	0.09%	76
2025 Q2	$215K	Buy	690 +100	+17%	+$38.2K	0.1%	74
2025 Q1	$309K	Sell	590 -65	-10%	-$33.2K	0.16%	57
2024 Q4	$331K	Hold	655	–	–	0.17%	55
2024 Q3	$385K	Buy	655 +155	+31%	+$87.7K	0.19%	52
2024 Q2	$250K	Sell	500 -266	-35%	-$130K	0.14%	63
2024 Q1	$379K	Buy	766 +130	+20%	+$66.1K	0.2%	57
2023 Q4	$335K	Hold	636	–	–	0.19%	53
2023 Q3	$321K	Buy	+636	New	+$313K	0.2%	52
2022 Q3	–	Sell	-443	Closed	-$228K	–	71
2022 Q2	$228K	Buy	+443	New	+$222K	0.11%	62

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

Independent Family Office's UNH Position: Q2 2026 in Review

Independent Family Office opened a new position in UnitedHealth (UNH) in Q2 2026: 600 shares worth $249K. The stake represents 0.1% of the portfolio and ranks #77 among its holdings. This is a return to the name: Independent Family Office previously reported a position in UNH as recently as Q3 2025.

Independent Family Office first reported a position in UNH in Q2 2022 and has held it in 11 quarters since. The position peaked at $385K in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Independent Family Office held 600 shares of UnitedHealth worth $249K as of Q2 2026.
UnitedHealth was a new Independent Family Office position in Q2 2026.
UnitedHealth made up 0.1% of Independent Family Office's portfolio in Q2 2026, its #77 holding.
Independent Family Office first reported a position in UnitedHealth in Q2 2022 and has held it in 11 quarters since.
Independent Family Office's UnitedHealth position peaked at $385K in Q3 2024.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.