IWM
UNH icon

Integris Wealth Management’s UnitedHealth UNH Stock Holding History

Integris Wealth Management’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 		$329K Buy
+791
New +$293K 0.07% 94
2025
Q2 		– Sell
-607
Closed -$318K – 118
2025
Q1 		$318K Sell
607
-47
-7% -$24K 0.09% 78
2024
Q4 		$331K Buy
654
+170
+35% +$96.6K 0.09% 78
2024
Q3 		$283K Hold
484
– – 0.08% 78
2024
Q2 		$246K Sell
484
-63
-12% -$30.9K 0.07% 81
2024
Q1 		$271K Sell
547
-66
-11% -$33.6K 0.07% 81
2023
Q4 		$323K Buy
613
+22
+4% +$11.7K 0.1% 66
2023
Q3 		$298K Buy
591
+39
+7% +$19.2K 0.1% 67
2023
Q2 		$265K Buy
552
+9
+2% +$4.4K 0.09% 69
2023
Q1 		$257K Sell
543
-12
-2% -$5.79K 0.09% 68
2022
Q4 		$294K Buy
+555
New +$294K 0.11% 63

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return