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Intellus Advisors’s UnitedHealth UNH Stock Holding History

Intellus Advisors’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 		$388K Sell
934
-121
-11% -$44.8K 0.05% 87
2026
Q1 		$285K Sell
1,055
-566
-35% -$169K 0.04% 107
2025
Q4 		$535K Sell
1,621
-11
-0.7% -$3.73K 0.07% 72
2025
Q3 		$564K Sell
1,632
-41
-2% -$12.4K 0.08% 75
2025
Q2 		$522K Buy
1,673
+145
+9% +$55.4K 0.08% 77
2025
Q1 		$800K Sell
1,528
-100
-6% -$51.1K 0.14% 52
2024
Q4 		$824K Buy
+1,628
New +$925K 0.14% 54

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

Intellus Advisors's UNH Position: Q2 2026 in Review

Intellus Advisors reduced its UnitedHealth (UNH) stake by 11% in Q2 2026, selling an estimated $44.8K and leaving 934 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #87.

Intellus Advisors first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $824K in Q4 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Intellus Advisors held 934 shares of UnitedHealth worth $388K as of Q2 2026.
  • Intellus Advisors sold 121 UnitedHealth shares in Q2 2026, an estimated $44.8K.
  • UnitedHealth made up 0.05% of Intellus Advisors's portfolio in Q2 2026, its #87 holding.
  • Intellus Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Intellus Advisors's UnitedHealth position peaked at $824K in Q4 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.