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Independent Solutions Wealth Management’s UnitedHealth UNH Stock Holding History

Independent Solutions 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 		$1.32M Buy
4,866
+360
+8% +$107K 0.19% 108
2025
Q4 		$1.49M Sell
4,506
-172
-4% -$58.3K 0.27% 99
2025
Q3 		$1.62M Buy
+4,678
New +$1.41M 0.29% 96
2025
Q2 		– Sell
-1,944
Closed -$1.02M – 186
2025
Q1 		$1.02M Sell
1,944
-105
-5% -$53.7K 0.23% 107
2024
Q4 		$1.04M Sell
2,049
-18
-0.9% -$10.2K 0.23% 107
2024
Q3 		$1.21M Buy
2,067
+41
+2% +$23.2K 0.27% 92
2024
Q2 		$1.03M Buy
2,026
+35
+2% +$17.2K 0.24% 98
2024
Q1 		$985K Buy
1,991
+191
+11% +$97.1K 0.23% 97
2023
Q4 		$948K Buy
1,800
+563
+46% +$300K 0.24% 97
2023
Q3 		$624K Sell
1,237
-251
-17% -$124K 0.16% 113
2023
Q2 		$715K Sell
1,488
-83
-5% -$40.6K 0.18% 112
2023
Q1 		$742K Sell
1,571
-1,081
-41% -$522K 0.22% 97
2022
Q4 		$1.41M Buy
2,652
+1,212
+84% +$642K 0.43% 59
2022
Q3 		$727K Buy
1,440
+535
+59% +$281K 0.24% 91
2022
Q2 		$465K Buy
905
+88
+11% +$44.2K 0.14% 120
2022
Q1 		$417K Buy
817
+33
+4% +$15.9K 0.1% 148
2021
Q4 		$394K Buy
784
+62
+9% +$28.1K 0.09% 154
2021
Q3 		$282K Buy
+722
New +$299K 0.07% 182

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

Independent Solutions Wealth Management's UNH Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its UnitedHealth (UNH) stake by 8% in Q1 2026, buying an estimated $107K and bringing the position to 4,866 shares worth $1.32M. The position accounts for 0.19% of the portfolio, ranked #108.

Independent Solutions Wealth Management first reported a position in UNH in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.62M in Q3 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Independent Solutions Wealth Management held 4,866 shares of UnitedHealth worth $1.32M as of Q1 2026.
  • Independent Solutions Wealth Management bought 360 UnitedHealth shares in Q1 2026, an estimated $107K.
  • UnitedHealth made up 0.19% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Independent Solutions Wealth Management first reported a position in UnitedHealth in Q3 2021 and has held it in 18 quarters since.
  • Independent Solutions Wealth Management's UnitedHealth position peaked at $1.62M in Q3 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.