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
Q2 		$1.19M Buy
2,866
+78
+3% +$28.9K 0.08% 198
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 $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

Inspire Advisors's UNH Position: Q2 2026 in Review

Inspire Advisors increased its UnitedHealth (UNH) stake by 2.8% in Q2 2026, buying an estimated $28.9K and bringing the position to 2,866 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #198.

Inspire Advisors first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Inspire Advisors held 2,866 shares of UnitedHealth worth $1.19M as of Q2 2026.
  • Inspire Advisors bought 78 UnitedHealth shares in Q2 2026, an estimated $28.9K.
  • UnitedHealth made up 0.08% of Inspire Advisors's portfolio in Q2 2026, its #198 holding.
  • Inspire Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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