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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
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

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Intelligence Driven Advisers's UNH Position: Q1 2026 in Review

Intelligence Driven Advisers sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 659 shares — an estimated $218K sold.

Intelligence Driven Advisers first reported a position in UNH in Q2 2023 and held it in 9 quarters. The position peaked at $533K in Q4 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Intelligence Driven Advisers reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Intelligence Driven Advisers sold 659 UnitedHealth shares in Q1 2026, an estimated $218K.
  • Intelligence Driven Advisers first reported a position in UnitedHealth in Q2 2023 and held it in 9 quarters.
  • Intelligence Driven Advisers's UnitedHealth position peaked at $533K in Q4 2023.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Intelligence Driven Advisers's 13F filing for Q1 2026, filed 15 May 2026.