Invera Wealth Advisors’s UnitedHealth UNH Stock Holding History

Invera Wealth 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	$535K	Buy	+1,286	New	+$477K	0.29%	76
2026 Q1	–	Sell	-2,228	Closed	-$735K	–	102
2025 Q4	$735K	Buy	2,228 +436	+24%	+$148K	0.46%	61
2025 Q3	$619K	Buy	1,792 +57	+3%	+$17.2K	0.38%	66
2025 Q2	$541K	Buy	1,735 +9	+0.5%	+$3.44K	0.35%	69
2025 Q1	$904K	Sell	1,726 -1,114	-39%	-$569K	0.58%	60
2024 Q4	$1.5M	Sell	2,840 -74	-3%	-$42K	1.49%	23
2024 Q3	$1.76M	Sell	2,914 -281	-9%	-$159K	1.75%	20
2024 Q2	$1.61M	Sell	3,195 -18	-0.6%	-$8.82K	1.65%	22
2024 Q1	$1.58M	Buy	3,213 +65	+2%	+$33K	1.35%	30
2023 Q4	$1.66M	Buy	+3,148	New	+$1.68M	1.04%	34

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

Invera Wealth Advisors's UNH Position: Q2 2026 in Review

Invera Wealth Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 1,286 shares worth $535K. The stake represents 0.29% of the portfolio and ranks #76 among its holdings. This is a return to the name: Invera Wealth Advisors previously reported a position in UNH as recently as Q4 2025.

Invera Wealth Advisors first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.76M in Q3 2024. 3,384 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Invera Wealth Advisors held 1,286 shares of UnitedHealth worth $535K as of Q2 2026.
UnitedHealth was a new Invera Wealth Advisors position in Q2 2026.
UnitedHealth made up 0.29% of Invera Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Invera Wealth Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Invera Wealth Advisors's UnitedHealth position peaked at $1.76M in Q3 2024.
3,384 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.