Investmark Advisory Group’s UnitedHealth UNH Stock Holding History

Investmark Advisory Group’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	$241K	Buy	+581	New	+$215K	0.09%	128
2025 Q2	–	Sell	-545	Closed	-$286K	–	130
2025 Q1	$286K	Buy	545 +1	+0.2%	+$511	0.14%	97
2024 Q4	$275K	Sell	544 -187	-26%	-$106K	0.14%	99
2024 Q3	$427K	Buy	731 +14	+2%	+$7.92K	0.21%	79
2024 Q2	$365K	Sell	717 -63	-8%	-$30.9K	0.19%	80
2024 Q1	$386K	Buy	780 +1	+0.1%	+$508	0.21%	79
2023 Q4	$410K	Buy	779 +1	+0.1%	+$533	0.24%	76
2023 Q3	$392K	Buy	778 +2	+0.3%	+$984	0.27%	70
2023 Q2	$373K	Buy	776 +20	+3%	+$9.78K	0.25%	72
2023 Q1	$357K	Sell	756 -20	-3%	-$9.65K	0.26%	67
2022 Q4	$411K	Buy	776 +46	+6%	+$24.4K	0.3%	64
2022 Q3	$368K	Buy	730 +189	+35%	+$99.4K	0.33%	55
2022 Q2	$277K	Sell	541 -36	-6%	-$18.1K	0.27%	60
2022 Q1	$294K	Sell	577 -31	-5%	-$15K	0.3%	62
2021 Q4	$305K	Buy	+608	New	+$275K	0.29%	61

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

Investmark Advisory Group's UNH Position: Q2 2026 in Review

Investmark Advisory Group opened a new position in UnitedHealth (UNH) in Q2 2026: 581 shares worth $241K. The stake represents 0.09% of the portfolio and ranks #128 among its holdings. This is a return to the name: Investmark Advisory Group previously reported a position in UNH as recently as Q1 2025.

Investmark Advisory Group first reported a position in UNH in Q4 2021 and has held it in 15 quarters since. The position peaked at $427K in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Investmark Advisory Group held 581 shares of UnitedHealth worth $241K as of Q2 2026.
UnitedHealth was a new Investmark Advisory Group position in Q2 2026.
UnitedHealth made up 0.09% of Investmark Advisory Group's portfolio in Q2 2026, its #128 holding.
Investmark Advisory Group first reported a position in UnitedHealth in Q4 2021 and has held it in 15 quarters since.
Investmark Advisory Group's UnitedHealth position peaked at $427K in Q3 2024.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.