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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
Q2 		$257K Buy
+616
New +$228K 0.05% 209
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 $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

Insight Advisors's UNH Position: Q2 2026 in Review

Insight Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 616 shares worth $257K. The stake represents 0.05% of the portfolio and ranks #209 among its holdings. This is a return to the name: Insight Advisors previously reported a position in UNH as recently as Q4 2025.

Insight Advisors first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $797K in Q4 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Insight Advisors held 616 shares of UnitedHealth worth $257K as of Q2 2026.
  • UnitedHealth was a new Insight Advisors position in Q2 2026.
  • UnitedHealth made up 0.05% of Insight Advisors's portfolio in Q2 2026, its #209 holding.
  • Insight Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's UnitedHealth position peaked at $797K in Q4 2022.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.