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Integrated Advisors Network’s UnitedHealth UNH Stock Holding History

Integrated Advisors Network’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 		$1.99M Sell
7,337
-8,258
-53% -$2.46M 0.1% 200
2025
Q4 		$5.15M Sell
15,595
-2,352
-13% -$797K 0.23% 107
2025
Q3 		$6.2M Buy
17,947
+10,211
+132% +$3.09M 0.26% 95
2025
Q2 		$2.41M Sell
7,736
-1,315
-15% -$503K 0.11% 214
2025
Q1 		$4.74M Sell
9,051
-580
-6% -$296K 0.24% 97
2024
Q4 		$4.87M Sell
9,631
-2,236
-19% -$1.27M 0.23% 108
2024
Q3 		$6.94M Buy
11,867
+336
+3% +$190K 0.33% 79
2024
Q2 		$5.87M Sell
11,531
-7,275
-39% -$3.57M 0.3% 80
2024
Q1 		$9.3M Buy
18,806
+5,394
+40% +$2.74M 0.47% 46
2023
Q4 		$7.06M Buy
13,412
+293
+2% +$156K 0.4% 63
2023
Q3 		$6.61M Sell
13,119
-83
-0.6% -$40.8K 0.4% 61
2023
Q2 		$6.35M Buy
13,202
+970
+8% +$474K 0.37% 61
2023
Q1 		$5.78M Sell
12,232
-1,781
-13% -$859K 0.35% 75
2022
Q4 		$7.43M Sell
14,013
-858
-6% -$454K 0.48% 48
2022
Q3 		$7.51M Sell
14,871
-1,102
-7% -$579K 0.51% 42
2022
Q2 		$8.2M Buy
15,973
+5,759
+56% +$2.89M 0.53% 37
2022
Q1 		$5.21M Sell
10,214
-6,896
-40% -$3.33M 0.31% 74
2021
Q4 		$8.59M Sell
17,110
-231
-1% -$105K 0.51% 43
2021
Q3 		$6.78M Buy
17,341
+2,395
+16% +$992K 0.45% 45
2021
Q2 		$5.99M Buy
14,946
+293
+2% +$117K 0.44% 45
2021
Q1 		$5.45M Buy
14,653
+2,597
+22% +$900K 0.5% 46
2020
Q4 		$4.23M Sell
12,056
-709
-6% -$238K 0.46% 53
2020
Q3 		$3.98M Sell
12,765
-211
-2% -$64.8K 0.5% 49
2020
Q2 		$3.83M Buy
12,976
+148
+1% +$42.4K 0.45% 52
2020
Q1 		$3.2M Buy
12,828
+24
+0.2% +$6.6K 0.63% 39
2019
Q4 		$3.76M Buy
+12,804
New +$3.35M 0.51% 51

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Integrated Advisors Network's UNH Position: Q1 2026 in Review

Integrated Advisors Network reduced its UnitedHealth (UNH) stake by 53% in Q1 2026, selling an estimated $2.46M and leaving 7,337 shares worth $1.99M. The position accounts for 0.1% of the portfolio, ranked #200.

Integrated Advisors Network first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.3M in Q1 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Integrated Advisors Network held 7,337 shares of UnitedHealth worth $1.99M as of Q1 2026.
  • Integrated Advisors Network sold 8,258 UnitedHealth shares in Q1 2026, an estimated $2.46M.
  • UnitedHealth made up 0.1% of Integrated Advisors Network's portfolio in Q1 2026, its #200 holding.
  • Integrated Advisors Network first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Integrated Advisors Network's UnitedHealth position peaked at $9.3M in Q1 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.