Investment Advisory Group’s UnitedHealth UNH Stock Holding History

Investment 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	$207K	Buy	+498	New	+$185K	0.04%	215
2025 Q2	–	Sell	-533	Closed	-$279K	–	180
2025 Q1	$279K	Buy	533 +4	+0.8%	+$2.04K	0.09%	134
2024 Q4	$268K	Buy	529 +17	+3%	+$9.66K	0.09%	137
2024 Q3	$299K	Buy	512 +29	+6%	+$16.4K	0.1%	130
2024 Q2	$246K	Sell	483 -39	-7%	-$19.1K	0.1%	136
2024 Q1	$258K	Buy	522 +67	+15%	+$34.1K	0.11%	130
2023 Q4	$239K	Sell	455 -37	-8%	-$19.7K	0.11%	129
2023 Q3	$248K	Buy	492 +27	+6%	+$13.3K	0.13%	112
2023 Q2	$223K	Hold	465	–	–	0.11%	125
2023 Q1	$220K	Hold	465	–	–	0.13%	125
2022 Q4	$246K	Hold	465	–	–	0.15%	114
2022 Q3	$235K	Buy	465 +41	+10%	+$21.6K	0.16%	109
2022 Q2	$217K	Buy	424 +16	+4%	+$8.04K	0.15%	113
2022 Q1	$209K	Buy	+408	New	+$197K	0.13%	123

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

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

Investment Advisory Group opened a new position in UnitedHealth (UNH) in Q2 2026: 498 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #215 among its holdings. This is a return to the name: Investment Advisory Group previously reported a position in UNH as recently as Q1 2025.

Investment Advisory Group first reported a position in UNH in Q1 2022 and has held it in 14 quarters since. The position peaked at $299K in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Investment Advisory Group held 498 shares of UnitedHealth worth $207K as of Q2 2026.
UnitedHealth was a new Investment Advisory Group position in Q2 2026.
UnitedHealth made up 0.04% of Investment Advisory Group's portfolio in Q2 2026, its #215 holding.
Investment Advisory Group first reported a position in UnitedHealth in Q1 2022 and has held it in 14 quarters since.
Investment Advisory Group's UnitedHealth position peaked at $299K in Q3 2024.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.