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Invested Advisors’s UnitedHealth UNH Stock Holding History

Invested 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 		$287K Buy
+690
New +$256K 0.25% 114
2026
Q1 		– Sell
-686
Closed -$226K – 145
2025
Q4 		$226K Sell
686
-83
-11% -$28.1K 0.23% 118
2025
Q3 		$403K Buy
+769
New +$233K 0.59% 48

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Invested Advisors's UNH Position: Q2 2026 in Review

Invested Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 690 shares worth $287K. The stake represents 0.25% of the portfolio and ranks #114 among its holdings. This is a return to the name: Invested Advisors previously reported a position in UNH as recently as Q4 2025.

Invested Advisors first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. The position peaked at $403K in Q3 2025. 1,867 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Invested Advisors held 690 shares of UnitedHealth worth $287K as of Q2 2026.
  • UnitedHealth was a new Invested Advisors position in Q2 2026.
  • UnitedHealth made up 0.25% of Invested Advisors's portfolio in Q2 2026, its #114 holding.
  • Invested Advisors first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • Invested Advisors's UnitedHealth position peaked at $403K in Q3 2025.
  • 1,867 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.