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Ingalls & Snyder LLC’s UnitedHealth UNH Stock Holding History

Ingalls & Snyder LLC’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 		$830K Buy
3,069
+23
+0.8% +$6.85K 0.03% 234
2025
Q4 		$1.01M Sell
3,046
-49
-2% -$16.6K 0.04% 223
2025
Q3 		$1.07M Buy
3,095
+38
+1% +$11.5K 0.04% 228
2025
Q2 		$954K Sell
3,057
-7,239
-70% -$2.77M 0.03% 228
2025
Q1 		$5.39M Buy
10,296
+1,626
+19% +$831K 0.18% 83
2024
Q4 		$4.39M Buy
8,670
+143
+2% +$81.3K 0.17% 93
2024
Q3 		$4.99M Buy
8,527
+667
+8% +$377K 0.19% 86
2024
Q2 		$4M Buy
7,860
+224
+3% +$110K 0.17% 97
2024
Q1 		$3.78M Buy
7,636
+2,862
+60% +$1.45M 0.17% 102
2023
Q4 		$2.51M Sell
4,774
-70
-1% -$37.3K 0.11% 122
2023
Q3 		$2.44M Buy
4,844
+73
+2% +$35.9K 0.12% 120
2023
Q2 		$2.29M Buy
4,771
+61
+1% +$29.8K 0.11% 128
2023
Q1 		$2.23M Sell
4,710
-23
-0.5% -$11.1K 0.11% 128
2022
Q4 		$2.51M Sell
4,733
-24
-0.5% -$12.7K 0.14% 112
2022
Q3 		$2.4M Sell
4,757
-133
-3% -$69.9K 0.13% 114
2022
Q2 		$2.51M Sell
4,890
-224
-4% -$112K 0.13% 121
2022
Q1 		$2.61M Sell
5,114
-188
-4% -$90.7K 0.12% 131
2021
Q4 		$2.66M Buy
5,302
+290
+6% +$131K 0.12% 142
2021
Q3 		$1.96M Sell
5,012
-85
-2% -$35.2K 0.09% 163
2021
Q2 		$2.04M Buy
5,097
+11
+0.2% +$4.39K 0.09% 163
2021
Q1 		$1.89M Buy
5,086
+226
+5% +$78.3K 0.09% 167
2020
Q4 		$1.7M Sell
4,860
-122
-2% -$40.9K 0.08% 169
2020
Q3 		$1.55M Buy
4,982
+901
+22% +$277K 0.11% 139
2020
Q2 		$1.2M Buy
4,081
+162
+4% +$46.4K 0.07% 179
2020
Q1 		$977K Buy
3,919
+47
+1% +$12.9K 0.07% 199
2019
Q4 		$1.14M Buy
3,872
+250
+7% +$65.4K 0.06% 188
2019
Q3 		$787K Buy
3,622
+148
+4% +$35.7K 0.04% 243
2019
Q2 		$848K Buy
3,474
+348
+11% +$83.7K 0.04% 241
2019
Q1 		$773K Sell
3,126
-50
-2% -$12.8K 0.04% 240
2018
Q4 		$791K Buy
3,176
+1,014
+47% +$268K 0.04% 232
2018
Q3 		$575K Buy
2,162
+269
+14% +$70K 0.02% 292
2018
Q2 		$464K Sell
1,893
-162
-8% -$38.9K 0.02% 282
2018
Q1 		$440K Buy
2,055
+328
+19% +$74.9K 0.02% 279
2017
Q4 		$381K Buy
1,727
+258
+18% +$54.7K 0.02% 294
2017
Q3 		$288K Sell
1,469
-71
-5% -$13.7K 0.02% 296
2017
Q2 		$286K Buy
1,540
+55
+4% +$9.64K 0.02% 301
2017
Q1 		$244K Hold
1,485
– – 0.01% 345
2016
Q4 		$238K Sell
1,485
-163
-10% -$24.3K 0.01% 350
2016
Q3 		$231K Buy
+1,648
New +$231K 0.01% 350

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

Ingalls & Snyder LLC's UNH Position: Q1 2026 in Review

Ingalls & Snyder LLC increased its UnitedHealth (UNH) stake by 0.76% in Q1 2026, buying an estimated $6.85K and bringing the position to 3,069 shares worth $830K. The position accounts for 0.03% of the portfolio, ranked #234.

Ingalls & Snyder LLC first reported a position in UNH in Q3 2016 and has held it in 39 quarters since. The position peaked at $5.39M in Q1 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Ingalls & Snyder LLC held 3,069 shares of UnitedHealth worth $830K as of Q1 2026.
  • Ingalls & Snyder LLC bought 23 UnitedHealth shares in Q1 2026, an estimated $6.85K.
  • UnitedHealth made up 0.03% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #234 holding.
  • Ingalls & Snyder LLC first reported a position in UnitedHealth in Q3 2016 and has held it in 39 quarters since.
  • Ingalls & Snyder LLC's UnitedHealth position peaked at $5.39M in Q1 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.