Invesco’s UnitedHealth UNH Stock Holding History

Invesco’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
2020 Q2	–	Sell	-9,400	Closed	-$2.35M	–	3690
2020 Q1	$2.35M	Hold	9,400	–	–	﹤0.01%	2309
2019 Q4	$2.76M	Buy	9,400 +1,000	+12%	+$262K	﹤0.01%	2504
2019 Q3	$1.82M	Hold	8,400	–	–	﹤0.01%	2691
2019 Q2	$2.05M	Buy	8,400 +1,300	+18%	+$313K	﹤0.01%	2690
2019 Q1	$1.76M	Hold	7,100	–	–	﹤0.01%	2714
2018 Q4	$1.77M	Buy	7,100 +200	+3%	+$52.8K	﹤0.01%	2634
2018 Q3	$1.83M	Buy	6,900 +5,400	+360%	+$1.4M	﹤0.01%	2822
2018 Q2	$368K	Buy	1,500 +1,000	+200%	+$240K	﹤0.01%	3528
2018 Q1	$107K	Buy	+500	New	+$114K	﹤0.01%	3666
2017 Q1	–	Sell	-300	Closed	-$48K	–	3755
2016 Q4	$48K	Hold	300	–	–	﹤0.01%	3658
2016 Q3	$42K	Hold	300	–	–	﹤0.01%	3644
2016 Q2	$42K	Hold	300	–	–	﹤0.01%	3668
2016 Q1	$39K	Hold	300	–	–	﹤0.01%	3678
2015 Q4	$35K	Hold	300	–	–	﹤0.01%	3721
2015 Q3	$35K	Buy	+300	New	+$35.9K	﹤0.01%	3758

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

Invesco's UNH Position: Q1 2026 in Review

Invesco increased its UnitedHealth (UNH) stake by 19% in Q1 2026, buying an estimated $300M and bringing the position to 6,316,462 shares worth $1.71B. The position accounts for 0.17% of the portfolio, ranked #105.

Invesco first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.58B in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Invesco held 6,316,462 shares of UnitedHealth worth $1.71B as of Q1 2026.
Invesco bought 1,006,674 UnitedHealth shares in Q1 2026, an estimated $300M.
UnitedHealth made up 0.17% of Invesco's portfolio in Q1 2026, its #105 holding.
Invesco first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
Invesco's UnitedHealth position peaked at $3.58B in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.