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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return