Inspire Trust Company’s UnitedHealth UNH Stock Holding History

Inspire Trust Company’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	$6.64M	Buy	24,540 +3,832	+19%	+$1.14M	1.03%	33
2025 Q4	$6.84M	Buy	20,708 +3,008	+17%	+$1.02M	1.12%	24
2025 Q3	$6.11M	Buy	17,700 +2,700	+18%	+$817K	1.11%	24
2025 Q2	$4.68M	Buy	15,000 +3,500	+30%	+$1.34M	0.97%	40
2025 Q1	$6.02M	Buy	11,500 +300	+3%	+$153K	1.43%	14
2024 Q4	$5.67M	Buy	11,200 +2,098	+23%	+$1.19M	1.45%	15
2024 Q3	$5.32M	Buy	9,102 +251	+3%	+$142K	1.47%	16
2024 Q2	$4.51M	Buy	8,851 +5,884	+198%	+$2.88M	1.49%	14
2024 Q1	$1.47M	Buy	2,967 +1,407	+90%	+$715K	0.82%	48
2023 Q4	$821K	Buy	+1,560	New	+$832K	0.85%	45

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

Inspire Trust Company's UNH Position: Q1 2026 in Review

Inspire Trust Company increased its UnitedHealth (UNH) stake by 19% in Q1 2026, buying an estimated $1.14M and bringing the position to 24,540 shares worth $6.64M. The position accounts for 1.03% of the portfolio, ranked #33.

Inspire Trust Company first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.84M in Q4 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Inspire Trust Company held 24,540 shares of UnitedHealth worth $6.64M as of Q1 2026.
Inspire Trust Company bought 3,832 UnitedHealth shares in Q1 2026, an estimated $1.14M.
UnitedHealth made up 1.03% of Inspire Trust Company's portfolio in Q1 2026, its #33 holding.
Inspire Trust Company first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Inspire Trust Company's UnitedHealth position peaked at $6.84M in Q4 2025.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Inspire Trust Company's 13F filing for Q1 2026, filed 12 May 2026.