Institute for Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.27M | Sell |
3,052
-296
| -9% | -$110K | 0.11% | 171 |
|
|
2026
Q1 | $906K | Buy |
3,348
+85
| +3% | +$25.3K | 0.1% | 214 |
|
|
2025
Q4 | $1.08M | Sell |
3,263
-1
| -0% | -$339 | 0.11% | 181 |
|
|
2025
Q3 | $1.13M | Buy |
3,264
+284
| +10% | +$85.9K | 0.12% | 179 |
|
|
2025
Q2 | $930K | Sell |
2,980
-43
| -1% | -$16.4K | 0.1% | 206 |
|
|
2025
Q1 | $1.58M | Sell |
3,023
-3
| -0.1% | -$1.53K | 0.2% | 113 |
|
|
2024
Q4 | $1.53M | Sell |
3,026
-15
| -0.5% | -$8.52K | 0.19% | 107 |
|
|
2024
Q3 | $1.78M | Sell |
3,041
-244
| -7% | -$138K | 0.22% | 102 |
|
|
2024
Q2 | $1.67M | Buy |
3,285
+93
| +3% | +$45.6K | 0.22% | 103 |
|
|
2024
Q1 | $1.58M | Buy |
3,192
+40
| +1% | +$20.3K | 0.2% | 108 |
|
|
2023
Q4 | $1.66M | Sell |
3,152
-15
| -0.5% | -$8K | 0.27% | 88 |
|
|
2023
Q3 | $1.6M | Sell |
3,167
-10
| -0.3% | -$4.92K | 0.29% | 81 |
|
|
2023
Q2 | $1.53M | Buy |
3,177
+78
| +3% | +$38.1K | 0.26% | 96 |
|
|
2023
Q1 | $1.46M | Sell |
3,099
-220
| -7% | -$106K | 0.28% | 92 |
|
|
2022
Q4 | $1.76M | Sell |
3,319
-25
| -0.7% | -$13.2K | 0.37% | 68 |
|
|
2022
Q3 | $1.69M | Buy |
3,344
+36
| +1% | +$18.9K | 0.38% | 63 |
|
|
2022
Q2 | $1.7M | Buy |
3,308
+265
| +9% | +$133K | 0.33% | 75 |
|
|
2022
Q1 | $1.55M | Buy |
3,043
+39
| +1% | +$18.8K | 0.25% | 102 |
|
|
2021
Q4 | $1.51M | Buy |
3,004
+10
| +0.3% | +$4.53K | 0.25% | 108 |
|
|
2021
Q3 | $1.17M | Buy |
2,994
+178
| +6% | +$73.7K | 0.21% | 123 |
|
|
2021
Q2 | $1.13M | Buy |
2,816
+66
| +2% | +$26.3K | 0.2% | 132 |
|
|
2021
Q1 | $1.02M | Buy |
2,750
+127
| +5% | +$44K | 0.19% | 138 |
|
|
2020
Q4 | $920K | Buy |
2,623
+329
| +14% | +$110K | 0.18% | 143 |
|
|
2020
Q3 | $715K | Sell |
2,294
-133
| -5% | -$40.9K | 0.16% | 162 |
|
|
2020
Q2 | $716K | Buy |
2,427
+248
| +11% | +$71.1K | 0.18% | 155 |
|
|
2020
Q1 | $543K | Sell |
2,179
-36
| -2% | -$9.91K | 0.17% | 170 |
|
|
2019
Q4 | $651K | Sell |
2,215
-217
| -9% | -$56.8K | 0.15% | 209 |
|
|
2019
Q3 | $529K | Sell |
2,432
-539
| -18% | -$130K | 0.13% | 224 |
|
|
2019
Q2 | $725K | Buy |
2,971
+259
| +10% | +$62.3K | 0.16% | 190 |
|
|
2019
Q1 | $674K | Sell |
2,712
-284
| -9% | -$72.4K | 0.15% | 192 |
|
|
2018
Q4 | $745K | Buy |
+2,996
| New | +$791K | 0.31% | 103 |
|
|
2017
Q3 | – | Sell |
-2,529
| Closed | -$471K | – | 389 |
|
|
2017
Q2 | $471K | Buy |
+2,529
| New | +$443K | 0.13% | 237 |
|
|
2013
Q3 | – | Sell |
-80
| Closed | -$5K | – | 115 |
|
|
2013
Q2 | $5K | Buy |
+80
| New | +$4.98K | ﹤0.01% | 96 |
|
Other funds holding UNH
Institute for Wealth Management's UNH Position: Q2 2026 in Review
Institute for Wealth Management reduced its UnitedHealth (UNH) stake by 8.8% in Q2 2026, selling an estimated $110K and leaving 3,052 shares worth $1.27M. The position accounts for 0.11% of the portfolio, ranked #171.
Institute for Wealth Management first reported a position in UNH in Q2 2013 and has held it in 33 quarters since. The position peaked at $1.78M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Institute for Wealth Management held 3,052 shares of UnitedHealth worth $1.27M as of Q2 2026.
- Institute for Wealth Management sold 296 UnitedHealth shares in Q2 2026, an estimated $110K.
- UnitedHealth made up 0.11% of Institute for Wealth Management's portfolio in Q2 2026, its #171 holding.
- Institute for Wealth Management first reported a position in UnitedHealth in Q2 2013 and has held it in 33 quarters since.
- Institute for Wealth Management's UnitedHealth position peaked at $1.78M in Q3 2024.
- 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.