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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
Q2 		$5.61M Sell
13,500
-11,040
-45% -$4.09M 0.77% 55
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
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 Trust Company's UNH Position: Q2 2026 in Review

Inspire Trust Company reduced its UnitedHealth (UNH) stake by 45% in Q2 2026, selling an estimated $4.09M and leaving 13,500 shares worth $5.61M. The position accounts for 0.77% of the portfolio, ranked #55.

Inspire Trust Company first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.84M in Q4 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Inspire Trust Company held 13,500 shares of UnitedHealth worth $5.61M as of Q2 2026.
  • Inspire Trust Company sold 11,040 UnitedHealth shares in Q2 2026, an estimated $4.09M.
  • UnitedHealth made up 0.77% of Inspire Trust Company's portfolio in Q2 2026, its #55 holding.
  • Inspire Trust Company first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Inspire Trust Company's UnitedHealth position peaked at $6.84M in Q4 2025.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Inspire Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.