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Integrity Financial’s UnitedHealth UNH Stock Holding History

Integrity Financial’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 		$235K Buy
+566
New +$210K 0.11% 128
2022
Q1 		– Sell
-553
Closed -$278K – 226
2021
Q4 		$278K Buy
+553
New +$250K 0.21% 82

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Integrity Financial's UNH Position: Q2 2026 in Review

Integrity Financial opened a new position in UnitedHealth (UNH) in Q2 2026: 566 shares worth $235K. The stake represents 0.11% of the portfolio and ranks #128 among its holdings. This is a return to the name: Integrity Financial previously reported a position in UNH as recently as Q4 2021.

Integrity Financial first reported a position in UNH in Q4 2021 and has held it in 2 quarters since. The position peaked at $278K in Q4 2021. 3,385 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Integrity Financial held 566 shares of UnitedHealth worth $235K as of Q2 2026.
  • UnitedHealth was a new Integrity Financial position in Q2 2026.
  • UnitedHealth made up 0.11% of Integrity Financial's portfolio in Q2 2026, its #128 holding.
  • Integrity Financial first reported a position in UnitedHealth in Q4 2021 and has held it in 2 quarters since.
  • Integrity Financial's UnitedHealth position peaked at $278K in Q4 2021.
  • 3,385 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Integrity Financial's 13F filing for Q2 2026, filed 31 Jul 2026.