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 Q2	$301K	Sell	723 -68	-9%	-$25.2K	0.11%	75
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invenio Wealth Partners's UNH Position: Q2 2026 in Review

Invenio Wealth Partners reduced its UnitedHealth (UNH) stake by 8.6% in Q2 2026, selling an estimated $25.2K and leaving 723 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #75.

Invenio Wealth Partners first reported a position in UNH in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.31M in Q3 2023. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Invenio Wealth Partners held 723 shares of UnitedHealth worth $301K as of Q2 2026.
Invenio Wealth Partners sold 68 UnitedHealth shares in Q2 2026, an estimated $25.2K.
UnitedHealth made up 0.11% of Invenio Wealth Partners's portfolio in Q2 2026, its #75 holding.
Invenio Wealth Partners first reported a position in UnitedHealth in Q2 2023 and has held it in 13 quarters since.
Invenio Wealth Partners's UnitedHealth position peaked at $1.31M in Q3 2023.
3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.