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Insight Advisors’s UnitedHealth UNH Stock Holding History

Insight Advisors’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 		– Sell
-817
Closed -$270K – 285
2025
Q4 		$270K Sell
817
-24
-3% -$8.13K 0.04% 233
2025
Q3 		$291K Sell
841
-88
-9% -$26.6K 0.04% 224
2025
Q2 		$290K Sell
929
-37
-4% -$14.1K 0.05% 223
2025
Q1 		$506K Sell
966
-185
-16% -$94.6K 0.09% 146
2024
Q4 		$584K Sell
1,151
-82
-7% -$46.6K 0.1% 139
2024
Q3 		$720K Sell
1,233
-2
-0.2% -$1.13K 0.12% 119
2024
Q2 		$629K Sell
1,235
-15
-1% -$7.35K 0.11% 123
2024
Q1 		$619K Sell
1,250
-84
-6% -$42.7K 0.12% 129
2023
Q4 		$702K Sell
1,334
-97
-7% -$51.7K 0.15% 109
2023
Q3 		$722K Sell
1,431
-75
-5% -$36.9K 0.16% 105
2023
Q2 		$724K Sell
1,506
-2
-0.1% -$978 0.16% 106
2023
Q1 		$713K Sell
1,508
-30
-2% -$14.5K 0.17% 103
2022
Q4 		$797K Sell
1,538
-8
-0.5% -$4.24K 0.28% 93
2022
Q3 		$781K Buy
1,546
+112
+8% +$58.9K 0.31% 89
2022
Q2 		$765K Buy
1,434
+5
+0.3% +$2.51K 0.26% 101
2022
Q1 		$729K Buy
1,429
+59
+4% +$28.5K 0.22% 123
2021
Q4 		$688K Sell
1,370
-5
-0.4% -$2.26K 0.2% 119
2021
Q3 		$628K Sell
1,375
-16
-1% -$6.63K 0.19% 140
2021
Q2 		$578K Sell
1,391
-31
-2% -$12.4K 0.18% 151
2021
Q1 		$567K Sell
1,422
-100
-7% -$34.6K 0.18% 147
2020
Q4 		$534K Buy
+1,522
New +$510K 0.2% 124

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

Insight Advisors's UNH Position: Q1 2026 in Review

Insight Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 817 shares — an estimated $270K sold.

Insight Advisors first reported a position in UNH in Q4 2020 and held it in 21 quarters. The position peaked at $797K in Q4 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Insight Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Insight Advisors sold 817 UnitedHealth shares in Q1 2026, an estimated $270K.
  • Insight Advisors first reported a position in UnitedHealth in Q4 2020 and held it in 21 quarters.
  • Insight Advisors's UnitedHealth position peaked at $797K in Q4 2022.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.