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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Insigneo Advisory Services's UNH Position: Q1 2026 in Review

Insigneo Advisory Services increased its UnitedHealth (UNH) stake by 2.3% in Q1 2026, buying an estimated $55.4K and bringing the position to 8,395 shares worth $2.27M. The position accounts for 0.16% of the portfolio, ranked #118.

Insigneo Advisory Services first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.21M in Q2 2024. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Insigneo Advisory Services held 8,395 shares of UnitedHealth worth $2.27M as of Q1 2026.
Insigneo Advisory Services bought 186 UnitedHealth shares in Q1 2026, an estimated $55.4K.
UnitedHealth made up 0.16% of Insigneo Advisory Services's portfolio in Q1 2026, its #118 holding.
Insigneo Advisory Services first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's UnitedHealth position peaked at $6.21M in Q2 2024.
3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.