IW
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Instrumental Wealth’s UnitedHealth UNH Stock Holding History

Instrumental Wealth’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 		$476K Buy
1,146
+114
+11% +$42.3K 0.24% 45
2026
Q1 		$279K Sell
1,032
-8
-0.8% -$2.38K 0.17% 50
2025
Q4 		$298K Sell
1,040
-137
-12% -$46.4K 0.18% 46
2025
Q3 		$406K Buy
+1,177
New +$356K 0.28% 38

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Instrumental Wealth's UNH Position: Q2 2026 in Review

Instrumental Wealth increased its UnitedHealth (UNH) stake by 11% in Q2 2026, buying an estimated $42.3K and bringing the position to 1,146 shares worth $476K. The position accounts for 0.24% of the portfolio, ranked #45.

Instrumental Wealth first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 1,154 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Instrumental Wealth held 1,146 shares of UnitedHealth worth $476K as of Q2 2026.
  • Instrumental Wealth bought 114 UnitedHealth shares in Q2 2026, an estimated $42.3K.
  • UnitedHealth made up 0.24% of Instrumental Wealth's portfolio in Q2 2026, its #45 holding.
  • Instrumental Wealth first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • 1,154 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.