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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invera Wealth Advisors's UNH Position: Q1 2026 in Review

Invera Wealth Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 2,228 shares — an estimated $735K sold.

Invera Wealth Advisors first reported a position in UNH in Q4 2023 and held it in 9 quarters. The position peaked at $1.76M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Invera Wealth Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Invera Wealth Advisors sold 2,228 UnitedHealth shares in Q1 2026, an estimated $735K.
Invera Wealth Advisors first reported a position in UnitedHealth in Q4 2023 and held it in 9 quarters.
Invera Wealth Advisors's UnitedHealth position peaked at $1.76M in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.