IFG
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Independent Financial Group’s UnitedHealth UNH Stock Holding History

Independent Financial 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 		$3.89M Sell
9,368
-156
-2% -$57.8K 0.07% 264
2026
Q1 		$2.58M Buy
9,524
+887
+10% +$264K 0.06% 339
2025
Q4 		$2.85M Buy
8,637
+222
+3% +$75.2K 0.06% 298
2025
Q3 		$2.91M Sell
8,415
-1,802
-18% -$545K 0.07% 275
2025
Q2 		$3.19M Buy
10,217
+2,573
+34% +$983K 0.09% 222
2025
Q1 		$4M Sell
7,644
-1,243
-14% -$635K 0.14% 149
2024
Q4 		$4.5M Sell
8,887
-3,259
-27% -$1.85M 0.15% 126
2024
Q3 		$7.1M Sell
12,146
-598
-5% -$338K 0.26% 73
2024
Q2 		$6.49M Buy
12,744
+2,725
+27% +$1.34M 0.26% 73
2024
Q1 		$4.96M Buy
10,019
+716
+8% +$364K 0.23% 93
2023
Q4 		$4.9M Buy
9,303
+710
+8% +$379K 0.26% 83
2023
Q3 		$4.33M Buy
8,593
+2,034
+31% +$1M 0.28% 73
2023
Q2 		$3.15M Buy
6,559
+640
+11% +$313K 0.22% 97
2023
Q1 		$2.8M Buy
5,919
+485
+9% +$234K 0.22% 107
2022
Q4 		$2.88M Buy
5,434
+192
+4% +$102K 0.25% 82
2022
Q3 		$2.65M Buy
5,242
+871
+20% +$458K 0.24% 78
2022
Q2 		$2.25M Sell
4,371
-351
-7% -$176K 0.24% 92
2022
Q1 		$2.41M Buy
4,722
+401
+9% +$193K 0.2% 104
2021
Q4 		$2.17M Buy
4,321
+249
+6% +$113K 0.18% 121
2021
Q3 		$1.59M Buy
4,072
+33
+0.8% +$13.7K 0.16% 128
2021
Q2 		$1.62M Sell
4,039
-70
-2% -$27.9K 0.17% 132
2021
Q1 		$1.53M Buy
4,109
+185
+5% +$64.1K 0.2% 121
2020
Q4 		$1.38M Buy
3,924
+192
+5% +$64.4K 0.2% 129
2020
Q3 		$1.16M Buy
3,732
+40
+1% +$12.3K 0.22% 113
2020
Q2 		$1.09M Buy
3,692
+345
+10% +$98.9K 0.24% 106
2020
Q1 		$835K Buy
+3,347
New +$921K 0.25% 100

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Independent Financial Group's UNH Position: Q2 2026 in Review

Independent Financial Group reduced its UnitedHealth (UNH) stake by 1.6% in Q2 2026, selling an estimated $57.8K and leaving 9,368 shares worth $3.89M. The position accounts for 0.07% of the portfolio, ranked #264.

Independent Financial Group first reported a position in UNH in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.1M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Independent Financial Group held 9,368 shares of UnitedHealth worth $3.89M as of Q2 2026.
  • Independent Financial Group sold 156 UnitedHealth shares in Q2 2026, an estimated $57.8K.
  • UnitedHealth made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #264 holding.
  • Independent Financial Group first reported a position in UnitedHealth in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's UnitedHealth position peaked at $7.1M in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.