Independent Investors Inc’s UnitedHealth UNH Stock Holding History

Independent Investors Inc’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	$927K	Sell	2,230 -350	-14%	-$130K	0.18%	49
2026 Q1	$698K	Sell	2,580 -265	-9%	-$78.9K	0.14%	51
2025 Q4	$939K	Hold	2,845	–	–	0.17%	47
2025 Q3	$982K	Sell	2,845 -100	-3%	-$30.2K	0.19%	48
2025 Q2	$919K	Sell	2,945 -65	-2%	-$24.8K	0.2%	48
2025 Q1	$1.58M	Sell	3,010 -5	-0.2%	-$2.56K	0.33%	37
2024 Q4	$1.53M	Hold	3,015	–	–	0.3%	36
2024 Q3	$1.76M	Sell	3,015 -200	-6%	-$113K	0.36%	35
2024 Q2	$1.64M	Sell	3,215 -325	-9%	-$159K	0.36%	35
2024 Q1	$1.75M	Hold	3,540	–	–	0.42%	32
2023 Q4	$1.86M	Hold	3,540	–	–	0.43%	32
2023 Q3	$1.78M	Hold	3,540	–	–	0.45%	31
2023 Q2	$1.7M	Sell	3,540 -20	-0.6%	-$9.78K	0.39%	33
2023 Q1	$1.68M	Hold	3,560	–	–	0.42%	33
2022 Q4	$1.89M	Buy	3,560 +117	+3%	+$62K	0.53%	32
2022 Q3	$1.74M	Buy	3,443 +3	+0.1%	+$1.58K	0.49%	31
2022 Q2	$1.77M	Hold	3,440	–	–	0.48%	32
2022 Q1	$1.75M	Hold	3,440	–	–	0.39%	36
2021 Q4	$1.73M	Sell	3,440 -10	-0.3%	-$4.53K	0.37%	37
2021 Q3	$1.35M	Sell	3,450 -144	-4%	-$59.6K	0.34%	43
2021 Q2	$1.44M	Hold	3,594	–	–	0.35%	41
2021 Q1	$1.34M	Hold	3,594	–	–	0.35%	43
2020 Q4	$1.26M	Sell	3,594 -600	-14%	-$201K	0.33%	41
2020 Q3	$1.31M	Buy	+4,194	New	+$1.29M	0.38%	41

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Investors Inc's UNH Position: Q2 2026 in Review

Independent Investors Inc reduced its UnitedHealth (UNH) stake by 14% in Q2 2026, selling an estimated $130K and leaving 2,230 shares worth $927K. The position accounts for 0.18% of the portfolio, ranked #49.

Independent Investors Inc first reported a position in UNH in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.89M in Q4 2022. 3,229 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Independent Investors Inc held 2,230 shares of UnitedHealth worth $927K as of Q2 2026.
Independent Investors Inc sold 350 UnitedHealth shares in Q2 2026, an estimated $130K.
UnitedHealth made up 0.18% of Independent Investors Inc's portfolio in Q2 2026, its #49 holding.
Independent Investors Inc first reported a position in UnitedHealth in Q3 2020 and has held it in 24 quarters since.
Independent Investors Inc's UnitedHealth position peaked at $1.89M in Q4 2022.
3,229 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Independent Investors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.