IIA
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Integral Investment Advisors’s UnitedHealth UNH Stock Holding History

Integral Investment 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 		$326K Buy
784
+30
+4% +$11.1K 0.07% 147
2026
Q1 		$204K Sell
754
-381
-34% -$113K 0.05% 169
2025
Q4 		$375K Buy
1,135
+145
+15% +$49.1K 0.09% 127
2025
Q3 		$342K Sell
990
-64
-6% -$19.4K 0.09% 123
2025
Q2 		$329K Buy
1,054
+185
+21% +$70.7K 0.09% 129
2025
Q1 		$455K Sell
869
-146
-14% -$74.6K 0.15% 102
2024
Q4 		$513K Buy
1,015
+34
+3% +$19.3K 0.17% 92
2024
Q3 		$573K Buy
981
+133
+16% +$75.2K 0.19% 89
2024
Q2 		$412K Sell
848
-115
-12% -$56.4K 0.15% 101
2024
Q1 		$475K Buy
963
+526
+120% +$267K 0.2% 88
2023
Q4 		$230K Sell
437
-27
-6% -$14.4K 0.15% 74
2023
Q3 		$234K Buy
+464
New +$228K 0.16% 69
2023
Q2 		– Sell
-451
Closed -$213K – 81
2023
Q1 		$213K Buy
451
+45
+11% +$21.7K 0.15% 71
2022
Q4 		$215K Hold
406
– – 0.17% 73
2022
Q3 		$205K Hold
406
– – 0.17% 78
2022
Q2 		$209K Hold
406
– – 0.18% 76
2022
Q1 		$207K Hold
406
– – 0.13% 94
2021
Q4 		$204K Buy
+406
New +$184K 0.15% 88

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

Integral Investment Advisors's UNH Position: Q2 2026 in Review

Integral Investment Advisors increased its UnitedHealth (UNH) stake by 4% in Q2 2026, buying an estimated $11.1K and bringing the position to 784 shares worth $326K. The position accounts for 0.07% of the portfolio, ranked #147.

Integral Investment Advisors first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $573K in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Integral Investment Advisors held 784 shares of UnitedHealth worth $326K as of Q2 2026.
  • Integral Investment Advisors bought 30 UnitedHealth shares in Q2 2026, an estimated $11.1K.
  • UnitedHealth made up 0.07% of Integral Investment Advisors's portfolio in Q2 2026, its #147 holding.
  • Integral Investment Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Integral Investment Advisors's UnitedHealth position peaked at $573K in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.