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Intentional Wealth Strategies’s UnitedHealth UNH Stock Holding History

Intentional Wealth Strategies’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 		$300K Buy
722
+80
+12% +$29.7K 0.28% 51
2026
Q1 		$174K Buy
+642
New +$191K 0.16% 67

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Intentional Wealth Strategies's UNH Position: Q2 2026 in Review

Intentional Wealth Strategies increased its UnitedHealth (UNH) stake by 12% in Q2 2026, buying an estimated $29.7K and bringing the position to 722 shares worth $300K. The position accounts for 0.28% of the portfolio, ranked #51.

Intentional Wealth Strategies first reported a position in UNH in Q1 2026 and has held it in 2 quarters since. 3,229 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Intentional Wealth Strategies held 722 shares of UnitedHealth worth $300K as of Q2 2026.
  • Intentional Wealth Strategies bought 80 UnitedHealth shares in Q2 2026, an estimated $29.7K.
  • UnitedHealth made up 0.28% of Intentional Wealth Strategies's portfolio in Q2 2026, its #51 holding.
  • Intentional Wealth Strategies first reported a position in UnitedHealth in Q1 2026 and has held it in 2 quarters since.
  • 3,229 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.