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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Integris Wealth Management's UNH Position: Q2 2026 in Review

Integris Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 791 shares worth $329K. The stake represents 0.07% of the portfolio and ranks #94 among its holdings. This is a return to the name: Integris Wealth Management previously reported a position in UNH as recently as Q1 2025.

Integris Wealth Management first reported a position in UNH in Q4 2022 and has held it in 11 quarters since. The position peaked at $331K in Q4 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Integris Wealth Management held 791 shares of UnitedHealth worth $329K as of Q2 2026.
UnitedHealth was a new Integris Wealth Management position in Q2 2026.
UnitedHealth made up 0.07% of Integris Wealth Management's portfolio in Q2 2026, its #94 holding.
Integris Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 11 quarters since.
Integris Wealth Management's UnitedHealth position peaked at $331K in Q4 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.