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Integrated Investment Consultants’s UnitedHealth UNH Stock Holding History

Integrated Investment Consultants’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 		$264K Sell
976
-91
-9% -$27.1K 0.06% 216
2025
Q4 		$352K Sell
1,067
-1,325
-55% -$449K 0.07% 184
2025
Q3 		$826K Buy
2,392
+113
+5% +$34.2K 0.14% 101
2025
Q2 		$711K Sell
2,279
-365
-14% -$140K 0.14% 110
2025
Q1 		$1.38M Buy
2,644
+1,039
+65% +$531K 0.28% 68
2024
Q4 		$812K Buy
1,605
+8
+0.5% +$4.54K 0.17% 106
2024
Q3 		$934K Buy
1,597
+528
+49% +$299K 0.2% 73
2024
Q2 		$529K Hold
1,069
– – 0.15% 119
2024
Q1 		$529K Sell
1,069
-33
-3% -$16.8K 0.15% 119
2023
Q4 		$580K Buy
1,102
+41
+4% +$21.9K 0.18% 100
2023
Q3 		$535K Sell
1,061
-550
-34% -$271K 0.19% 99
2023
Q2 		$774K Buy
1,611
+196
+14% +$95.8K 0.25% 64
2023
Q1 		$669K Sell
1,415
-35
-2% -$16.9K 0.21% 72
2022
Q4 		$769K Buy
1,450
+33
+2% +$17.5K 0.26% 60
2022
Q3 		$716K Sell
1,417
-115
-8% -$60.5K 0.28% 58
2022
Q2 		$787K Sell
1,532
-55
-3% -$27.6K 0.28% 52
2022
Q1 		$809K Sell
1,587
-67
-4% -$32.3K 0.22% 74
2021
Q4 		$831K Buy
1,654
+30
+2% +$13.6K 0.22% 79
2021
Q3 		$635K Buy
1,624
+88
+6% +$36.4K 0.19% 96
2021
Q2 		$615K Buy
1,536
+215
+16% +$85.7K 0.18% 102
2021
Q1 		$492K Buy
1,321
+68
+5% +$23.6K 0.17% 110
2020
Q4 		$439K Hold
1,253
– – 0.17% 107
2020
Q3 		$391K Sell
1,253
-137
-10% -$42.1K 0.18% 103
2020
Q2 		$410K Sell
1,390
-2
-0.1% -$573 0.19% 86
2020
Q1 		$347K Sell
1,392
-630
-31% -$173K 0.21% 90
2019
Q4 		$594K Buy
2,022
+1,030
+104% +$269K 0.25% 71
2019
Q3 		$216K Sell
992
-139
-12% -$33.5K 0.11% 143
2019
Q2 		$276K Buy
1,131
+42
+4% +$10.1K 0.14% 112
2019
Q1 		$269K Sell
1,089
-18
-2% -$4.59K 0.14% 109
2018
Q4 		$276K Buy
1,107
+336
+44% +$88.8K 0.15% 106
2018
Q3 		$205K Buy
+771
New +$201K 0.1% 170
2018
Q2 		– Sell
-1,759
Closed -$376K – 661
2018
Q1 		$376K Buy
+1,759
New +$402K 0.15% 88
2017
Q3 		$164K Sell
837
-56
-6% -$10.8K 0.07% 190
2017
Q2 		$166K Sell
893
-10
-1% -$1.75K 0.07% 185
2017
Q1 		$148K Hold
903
– – 0.07% 209
2016
Q4 		$145K Hold
903
– – 0.07% 198
2016
Q3 		$121K Sell
903
-13
-1% -$1.82K 0.06% 221
2016
Q2 		$129K Sell
916
-31
-3% -$4.13K 0.07% 210
2016
Q1 		$119K Buy
+947
New +$112K 0.07% 194

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 Investment Consultants's UNH Position: Q1 2026 in Review

Integrated Investment Consultants reduced its UnitedHealth (UNH) stake by 8.5% in Q1 2026, selling an estimated $27.1K and leaving 976 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #216.

Integrated Investment Consultants first reported a position in UNH in Q1 2016 and has held it in 39 quarters since. The position peaked at $1.38M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Integrated Investment Consultants held 976 shares of UnitedHealth worth $264K as of Q1 2026.
  • Integrated Investment Consultants sold 91 UnitedHealth shares in Q1 2026, an estimated $27.1K.
  • UnitedHealth made up 0.06% of Integrated Investment Consultants's portfolio in Q1 2026, its #216 holding.
  • Integrated Investment Consultants first reported a position in UnitedHealth in Q1 2016 and has held it in 39 quarters since.
  • Integrated Investment Consultants's UnitedHealth position peaked at $1.38M in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.