IF
UNH icon

Intrua Financial’s UnitedHealth UNH Stock Holding History

Intrua Financial’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 		$753K Buy
1,813
+138
+8% +$51.1K 0.07% 210
2026
Q1 		$453K Sell
1,675
-359
-18% -$107K 0.05% 281
2025
Q4 		$672K Sell
2,034
-128
-6% -$43.4K 0.07% 202
2025
Q3 		$747K Sell
2,162
-477
-18% -$144K 0.08% 189
2025
Q2 		$823K Buy
2,639
+622
+31% +$238K 0.11% 138
2025
Q1 		$1.06M Sell
2,017
-559
-22% -$286K 0.15% 102
2024
Q4 		$1.3M Sell
2,576
-129
-5% -$73.3K 0.2% 87
2024
Q3 		$1.58M Sell
2,705
-716
-21% -$405K 0.24% 79
2024
Q2 		$1.74M Buy
3,421
+556
+19% +$273K 0.26% 77
2024
Q1 		$1.42M Sell
2,865
-271
-9% -$138K 0.2% 103
2023
Q4 		$1.65M Buy
3,136
+240
+8% +$128K 0.24% 93
2023
Q3 		$1.46M Sell
2,896
-233
-7% -$115K 0.25% 90
2023
Q2 		$1.5M Sell
3,129
-51
-2% -$24.9K 0.25% 94
2023
Q1 		$1.56M Buy
3,180
+27
+0.9% +$13K 0.32% 77
2022
Q4 		$1.53M Buy
3,153
+680
+27% +$360K 0.35% 69
2022
Q3 		$1.25M Sell
2,473
-1,576
-39% -$829K 0.33% 65
2022
Q2 		$2.08M Buy
4,049
+13
+0.3% +$6.53K 0.44% 49
2022
Q1 		$2.06M Sell
4,036
-56
-1% -$27K 0.37% 54
2021
Q4 		$2.06M Sell
4,092
-144
-3% -$65.2K 0.36% 56
2021
Q3 		$1.92M Buy
4,236
+464
+12% +$192K 0.35% 58
2021
Q2 		$1.54M Buy
3,772
+65
+2% +$25.9K 0.37% 60
2021
Q1 		$1.46M Buy
3,707
+586
+19% +$203K 0.37% 58
2020
Q4 		$1.09M Buy
3,121
+100
+3% +$33.5K 0.49% 41
2020
Q3 		$1.07M Sell
3,021
-255
-8% -$78.3K 0.53% 37
2020
Q2 		$1.05M Buy
+3,276
New +$939K 0.4% 55

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

Intrua Financial's UNH Position: Q2 2026 in Review

Intrua Financial increased its UnitedHealth (UNH) stake by 8.2% in Q2 2026, buying an estimated $51.1K and bringing the position to 1,813 shares worth $753K. The position accounts for 0.07% of the portfolio, ranked #210.

Intrua Financial first reported a position in UNH in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.08M in Q2 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Intrua Financial held 1,813 shares of UnitedHealth worth $753K as of Q2 2026.
  • Intrua Financial bought 138 UnitedHealth shares in Q2 2026, an estimated $51.1K.
  • UnitedHealth made up 0.07% of Intrua Financial's portfolio in Q2 2026, its #210 holding.
  • Intrua Financial first reported a position in UnitedHealth in Q2 2020 and has held it in 25 quarters since.
  • Intrua Financial's UnitedHealth position peaked at $2.08M in Q2 2022.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.