IWP
UNH icon

Invenio Wealth Partners’s UnitedHealth UNH Stock Holding History

Invenio Wealth Partners’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 		$214K Sell
791
-424
-35% -$126K 0.09% 86
2025
Q4 		$401K Sell
1,215
-384
-24% -$130K 0.15% 67
2025
Q3 		$552K Sell
1,599
-337
-17% -$102K 0.2% 57
2025
Q2 		$604K Buy
1,936
+372
+24% +$142K 0.24% 49
2025
Q1 		$819K Sell
1,564
-193
-11% -$98.7K 0.34% 39
2024
Q4 		$889K Buy
1,757
+129
+8% +$73.3K 0.37% 39
2024
Q3 		$952K Buy
1,628
+6
+0.4% +$3.39K 0.41% 36
2024
Q2 		$826K Sell
1,622
-433
-21% -$212K 0.41% 36
2024
Q1 		$1.02M Sell
2,055
-342
-14% -$174K 0.55% 32
2023
Q4 		$1.26M Sell
2,397
-195
-8% -$104K 0.91% 28
2023
Q3 		$1.31M Sell
2,592
-25
-1% -$12.3K 1.19% 23
2023
Q2 		$1.26M Buy
+2,617
New +$1.28M 1.43% 19

Other funds holding UNH

BlackRock
BlackRock New York $5.7T 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 $1.47T 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