Insigneo Advisory Services’s UnitedHealth UNH Stock Holding History

Insigneo Advisory Services’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	$3.88M	Buy	9,343 +948	+11%	+$351K	0.15%	108
2026 Q1	$2.27M	Buy	8,395 +186	+2%	+$55.4K	0.16%	118
2025 Q4	$2.71M	Sell	8,209 -488	-6%	-$165K	0.19%	101
2025 Q3	$3M	Buy	8,697 +660	+8%	+$200K	0.21%	85
2025 Q2	$2.51M	Buy	8,037 +2,124	+36%	+$812K	0.22%	89
2025 Q1	$3.1M	Sell	5,913 -504	-8%	-$258K	0.32%	57
2024 Q4	$3.25M	Sell	6,417 -3,360	-34%	-$1.91M	0.34%	47
2024 Q3	$5.72M	Sell	9,777 -1,113	-10%	-$630K	0.58%	21
2024 Q2	$6.21M	Buy	10,890 +897	+9%	+$440K	0.7%	21
2024 Q1	$4.94M	Buy	9,993 +1,588	+19%	+$807K	0.59%	24
2023 Q4	$4.42M	Buy	8,405 +3,169	+61%	+$1.69M	0.62%	24
2023 Q3	$2.64M	Buy	5,236 +275	+6%	+$135K	0.54%	35
2023 Q2	$2.38M	Buy	4,961 +2,052	+71%	+$1M	0.46%	42
2023 Q1	$1.37M	Buy	2,909 +135	+5%	+$65.1K	0.44%	46
2022 Q4	$1.47M	Buy	+2,774	New	+$1.47M	0.56%	40

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Insigneo Advisory Services's UNH Position: Q2 2026 in Review

Insigneo Advisory Services increased its UnitedHealth (UNH) stake by 11% in Q2 2026, buying an estimated $351K and bringing the position to 9,343 shares worth $3.88M. The position accounts for 0.15% of the portfolio, ranked #108.

Insigneo Advisory Services first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.21M in Q2 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Insigneo Advisory Services held 9,343 shares of UnitedHealth worth $3.88M as of Q2 2026.
Insigneo Advisory Services bought 948 UnitedHealth shares in Q2 2026, an estimated $351K.
UnitedHealth made up 0.15% of Insigneo Advisory Services's portfolio in Q2 2026, its #108 holding.
Insigneo Advisory Services first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
Insigneo Advisory Services's UnitedHealth position peaked at $6.21M in Q2 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.