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 Q3	$290K	Hold	791	–	–	0.06%	104
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Integris Wealth Management's UNH Position: Q3 2026 in Review

Integris Wealth Management held its UnitedHealth (UNH) position steady in Q3 2026 at 791 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #104.

Integris Wealth Management first reported a position in UNH in Q4 2022 and has held it in 12 quarters since. The position peaked at $331K in Q4 2024. 993 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Integris Wealth Management held 791 shares of UnitedHealth worth $290K as of Q3 2026.
Integris Wealth Management left its UnitedHealth share count unchanged in Q3 2026.
UnitedHealth made up 0.06% of Integris Wealth Management's portfolio in Q3 2026, its #104 holding.
Integris Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 12 quarters since.
Integris Wealth Management's UnitedHealth position peaked at $331K in Q4 2024.
993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.