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Intelligence Driven Advisers’s UnitedHealth UNH Stock Holding History

Intelligence Driven Advisers’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 		$212K Sell
576
-61
-10% -$24.6K 0.04% 129
2026
Q2 		$265K Buy
+637
New +$236K 0.04% 111
2026
Q1 		– Sell
-659
Closed -$218K – 147
2025
Q4 		$218K Sell
659
-47
-7% -$15.9K 0.03% 127
2025
Q3 		$244K Buy
706
+55
+8% +$16.6K 0.03% 105
2025
Q2 		$203K Buy
+651
New +$249K 0.03% 114
2025
Q1 		– Sell
-496
Closed -$251K – 117
2024
Q4 		$251K Buy
496
+44
+10% +$25K 0.05% 85
2024
Q3 		$264K Buy
+452
New +$256K 0.04% 89
2024
Q2 		– Sell
-659
Closed -$326K – 118
2024
Q1 		$326K Sell
659
-383
-37% -$195K 0.05% 69
2023
Q4 		$533K Buy
1,042
+276
+36% +$147K 0.09% 51
2023
Q3 		$391K Buy
766
+120
+19% +$59.1K 0.07% 59
2023
Q2 		$303K Buy
+646
New +$316K 0.05% 70

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Intelligence Driven Advisers's UNH Position: Q3 2026 in Review

Intelligence Driven Advisers reduced its UnitedHealth (UNH) stake by 9.6% in Q3 2026, selling an estimated $24.6K and leaving 576 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #129.

Intelligence Driven Advisers first reported a position in UNH in Q2 2023 and has held it in 11 quarters since. The position peaked at $533K in Q4 2023. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Intelligence Driven Advisers held 576 shares of UnitedHealth worth $212K as of Q3 2026.
  • Intelligence Driven Advisers sold 61 UnitedHealth shares in Q3 2026, an estimated $24.6K.
  • UnitedHealth made up 0.04% of Intelligence Driven Advisers's portfolio in Q3 2026, its #129 holding.
  • Intelligence Driven Advisers first reported a position in UnitedHealth in Q2 2023 and has held it in 11 quarters since.
  • Intelligence Driven Advisers's UnitedHealth position peaked at $533K in Q4 2023.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.