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Investment Advisory Services’s UnitedHealth UNH Stock Holding History

Investment Advisory Services’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 		$283K Buy
+681
New +$252K 0.08% 110
2026
Q1 		– Sell
-626
Closed -$207K – 135
2025
Q4 		$207K Buy
626
+41
+7% +$13.9K 0.06% 123
2025
Q3 		$202K Buy
+585
New +$177K 0.06% 124
2025
Q2 		– Sell
-3,331
Closed -$1.74M – 132
2025
Q1 		$1.74M Sell
3,331
-55
-2% -$28.1K 0.63% 37
2024
Q4 		$1.71M Buy
3,386
+8
+0.2% +$4.54K 0.6% 40
2024
Q3 		$1.98M Buy
3,378
+207
+7% +$117K 0.7% 34
2024
Q2 		$1.62M Sell
3,171
-187
-6% -$91.7K 0.59% 40
2024
Q1 		$1.66M Buy
3,358
+70
+2% +$35.6K 0.61% 39
2023
Q4 		$1.73M Buy
3,288
+32
+1% +$17.1K 0.68% 37
2023
Q3 		$1.64M Buy
3,256
+17
+0.5% +$8.37K 0.71% 35
2023
Q2 		$1.56M Buy
3,239
+28
+0.9% +$13.7K 0.66% 37
2023
Q1 		$1.52M Buy
3,211
+104
+3% +$50.2K 0.75% 32
2022
Q4 		$1.65M Buy
3,107
+221
+8% +$117K 0.85% 31
2022
Q3 		$1.46M Buy
2,886
+96
+3% +$50.5K 0.87% 30
2022
Q2 		$1.43M Buy
2,790
+59
+2% +$29.6K 0.83% 36
2022
Q1 		$1.39M Buy
2,731
+120
+5% +$57.9K 0.78% 41
2021
Q4 		$1.31M Buy
2,611
+76
+3% +$34.4K 0.72% 43
2021
Q3 		$990K Buy
2,535
+136
+6% +$56.3K 0.61% 48
2021
Q2 		$961K Buy
+2,399
New +$957K 0.59% 48
2020
Q4 		$830K Hold
2,367
– – 0.58% 48
2020
Q3 		$738K Buy
2,367
+241
+11% +$74K 0.58% 47
2020
Q2 		$627K Buy
2,126
+482
+29% +$138K 0.54% 50
2020
Q1 		$428K Buy
+1,644
New +$452K 0.46% 51

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Investment Advisory Services opened a new position in UnitedHealth (UNH) in Q2 2026: 681 shares worth $283K. The stake represents 0.08% of the portfolio and ranks #110 among its holdings. This is a return to the name: Investment Advisory Services previously reported a position in UNH as recently as Q4 2025.

Investment Advisory Services first reported a position in UNH in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.98M in Q3 2024. 1,100 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Investment Advisory Services held 681 shares of UnitedHealth worth $283K as of Q2 2026.
  • UnitedHealth was a new Investment Advisory Services position in Q2 2026.
  • UnitedHealth made up 0.08% of Investment Advisory Services's portfolio in Q2 2026, its #110 holding.
  • Investment Advisory Services first reported a position in UnitedHealth in Q1 2020 and has held it in 23 quarters since.
  • Investment Advisory Services's UnitedHealth position peaked at $1.98M in Q3 2024.
  • 1,100 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.