Integrity Wealth Solutions’s UnitedHealth UNH Stock Holding History

Integrity Wealth Solutions’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	–	Sell	-864	Closed	-$234K	–	138
2026 Q1	$234K	Sell	864 -86	-9%	-$25.6K	0.09%	110
2025 Q4	$314K	Buy	950 +5	+0.5%	+$1.69K	0.12%	95
2025 Q3	$326K	Buy	+945	New	+$286K	0.15%	88
2024 Q4	–	Sell	-413	Closed	-$241K	–	101
2024 Q3	$241K	Buy	413 +15	+4%	+$8.48K	0.14%	83
2024 Q2	$203K	Buy	+398	New	+$195K	0.13%	88
2024 Q1	–	Sell	-395	Closed	-$208K	–	106
2023 Q4	$208K	Buy	+395	New	+$211K	0.14%	95

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

Integrity Wealth Solutions's UNH Position: Q2 2026 in Review

Integrity Wealth Solutions sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 864 shares — an estimated $234K sold.

Integrity Wealth Solutions first reported a position in UNH in Q4 2023 and held it in 6 quarters. The position peaked at $326K in Q3 2025. 3,379 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Integrity Wealth Solutions reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
Integrity Wealth Solutions sold 864 UnitedHealth shares in Q2 2026, an estimated $234K.
Integrity Wealth Solutions first reported a position in UnitedHealth in Q4 2023 and held it in 6 quarters.
Integrity Wealth Solutions's UnitedHealth position peaked at $326K in Q3 2025.
3,379 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.