IA
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Inspire Advisors’s UnitedHealth UNH Stock Holding History

Inspire 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 		$754K Buy
2,788
+560
+25% +$167K 0.06% 249
2025
Q4 		$735K Buy
2,228
+169
+8% +$57.3K 0.07% 215
2025
Q3 		$711K Buy
2,059
+219
+12% +$66.2K 0.07% 219
2025
Q2 		$574K Buy
1,840
+198
+12% +$75.7K 0.06% 265
2025
Q1 		$860K Sell
1,642
-29
-2% -$14.8K 0.1% 140
2024
Q4 		$845K Sell
1,671
-8
-0.5% -$4.54K 0.1% 131
2024
Q3 		$982K Sell
1,679
-171
-9% -$96.7K 0.12% 118
2024
Q2 		$942K Sell
1,850
-4
-0.2% -$1.96K 0.12% 111
2024
Q1 		$917K Sell
1,854
-13
-0.7% -$6.61K 0.13% 108
2023
Q4 		$983K Sell
1,867
-11
-0.6% -$5.87K 0.15% 83
2023
Q3 		$947K Buy
1,878
+539
+40% +$265K 0.17% 50
2023
Q2 		$643K Buy
1,339
+154
+13% +$75.3K 0.12% 91
2023
Q1 		$560K Buy
1,185
+64
+6% +$30.9K 0.13% 72
2022
Q4 		$595K Buy
1,121
+20
+2% +$10.6K 0.15% 39
2022
Q3 		$556K Sell
1,101
-25
-2% -$13.1K 0.15% 20
2022
Q2 		$579K Buy
1,126
+23
+2% +$11.6K 0.16% 21
2022
Q1 		$562K Sell
1,103
-80
-7% -$38.6K 0.16% 19
2021
Q4 		$594K Buy
1,183
+6
+0.5% +$2.72K 0.17% 20
2021
Q3 		$460K Buy
1,177
+45
+4% +$18.6K 0.15% 28
2021
Q2 		$453K Sell
1,132
-1,290
-53% -$514K 0.15% 33
2021
Q1 		$901K Sell
2,422
-13
-0.5% -$4.5K 0.33% 15
2020
Q4 		$854K Buy
+2,435
New +$816K 0.32% 16

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

Inspire Advisors's UNH Position: Q1 2026 in Review

Inspire Advisors increased its UnitedHealth (UNH) stake by 25% in Q1 2026, buying an estimated $167K and bringing the position to 2,788 shares worth $754K. The position accounts for 0.06% of the portfolio, ranked #249.

Inspire Advisors first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $983K in Q4 2023. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Inspire Advisors held 2,788 shares of UnitedHealth worth $754K as of Q1 2026.
  • Inspire Advisors bought 560 UnitedHealth shares in Q1 2026, an estimated $167K.
  • UnitedHealth made up 0.06% of Inspire Advisors's portfolio in Q1 2026, its #249 holding.
  • Inspire Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • Inspire Advisors's UnitedHealth position peaked at $983K in Q4 2023.
  • 3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.