IHL
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Investment House LLC’s UnitedHealth UNH Stock Holding History

Investment House LLC’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 		$16.4M Sell
39,389
-1,484
-4% -$550K 0.74% 36
2026
Q1 		$11.1M Sell
40,873
-39,293
-49% -$11.7M 0.58% 52
2025
Q4 		$26.5M Buy
80,166
+10,781
+16% +$3.65M 1.26% 19
2025
Q3 		$24M Buy
69,385
+39,149
+129% +$11.8M 1.14% 23
2025
Q2 		$9.43M Buy
30,236
+20,961
+226% +$8.01M 0.48% 57
2025
Q1 		$4.86M Sell
9,275
-100
-1% -$51.1K 0.28% 76
2024
Q4 		$4.74M Sell
9,375
-100
-1% -$56.8K 0.26% 76
2024
Q3 		$5.54M Hold
9,475
– – 0.3% 71
2024
Q2 		$4.83M Sell
9,475
-80
-0.8% -$39.2K 0.28% 74
2024
Q1 		$4.73M Hold
9,555
– – 0.28% 77
2023
Q4 		$5.03M Hold
9,555
– – 0.36% 69
2023
Q3 		$4.82M Buy
9,555
+15
+0.2% +$7.38K 0.38% 69
2023
Q2 		$4.59M Hold
9,540
– – 0.34% 70
2023
Q1 		$4.51M Hold
9,540
– – 0.37% 66
2022
Q4 		$5.06M Sell
9,540
-10
-0.1% -$5.3K 0.47% 60
2022
Q3 		$4.82M Buy
9,550
+10
+0.1% +$5.26K 0.45% 58
2022
Q2 		$4.9M Buy
9,540
+30
+0.3% +$15.1K 0.43% 59
2022
Q1 		$4.85M Hold
9,510
– – 0.35% 64
2021
Q4 		$4.78M Hold
9,510
– – 0.31% 65
2021
Q3 		$3.72M Hold
9,510
– – 0.27% 69
2021
Q2 		$3.81M Hold
9,510
– – 0.27% 69
2021
Q1 		$3.54M Sell
9,510
-280
-3% -$97K 0.27% 72
2020
Q4 		$3.43M Hold
9,790
– – 0.24% 79
2020
Q3 		$3.05M Buy
9,790
+60
+0.6% +$18.4K 0.24% 74
2020
Q2 		$2.87M Hold
9,730
– – 0.25% 75
2020
Q1 		$2.43M Sell
9,730
-225
-2% -$61.9K 0.28% 74
2019
Q4 		$2.93M Hold
9,955
– – 0.27% 77
2019
Q3 		$2.16M Hold
9,955
– – 0.22% 86
2019
Q2 		$2.43M Hold
9,955
– – 0.25% 80
2019
Q1 		$2.46M Hold
9,955
– – 0.27% 77
2018
Q4 		$2.48M Hold
9,955
– – 0.31% 76
2018
Q3 		$2.65M Hold
9,955
– – 0.28% 77
2018
Q2 		$2.44M Hold
9,955
– – 0.28% 81
2018
Q1 		$2.13M Sell
9,955
-40
-0.4% -$9.14K 0.26% 85
2017
Q4 		$2.2M Hold
9,995
– – 0.27% 87
2017
Q3 		$1.96M Buy
9,995
+50
+0.5% +$9.66K 0.26% 88
2017
Q2 		$1.84M Hold
9,945
– – 0.25% 90
2017
Q1 		$1.63M Hold
9,945
– – 0.23% 92
2016
Q4 		$1.59M Hold
9,945
– – 0.24% 92
2016
Q3 		$1.39M Sell
9,945
-30
-0.3% -$4.2K 0.21% 97
2016
Q2 		$1.41M Hold
9,975
– – 0.23% 92
2016
Q1 		$1.29M Hold
9,975
– – 0.2% 97
2015
Q4 		$1.17M Buy
9,975
+50
+0.5% +$5.84K 0.19% 97
2015
Q3 		$1.15M Hold
9,925
– – 0.2% 98
2015
Q2 		$1.21M Sell
9,925
-600
-6% -$71K 0.19% 98
2015
Q1 		$1.25M Hold
10,525
– – 0.2% 95
2014
Q4 		$1.06M Buy
10,525
+75
+0.7% +$7.11K 0.17% 101
2014
Q3 		$901K Buy
10,450
+200
+2% +$16.9K 0.15% 105
2014
Q2 		$838K Buy
10,250
+200
+2% +$15.7K 0.14% 103
2014
Q1 		$823K Hold
10,050
– – 0.15% 105
2013
Q4 		$757K Hold
10,050
– – 0.14% 107
2013
Q3 		$720K Sell
10,050
-400
-4% -$28.6K 0.15% 97
2013
Q2 		$684K Buy
+10,450
New +$650K 0.15% 96

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Investment House LLC's UNH Position: Q2 2026 in Review

Investment House LLC reduced its UnitedHealth (UNH) stake by 3.6% in Q2 2026, selling an estimated $550K and leaving 39,389 shares worth $16.4M. The position accounts for 0.74% of the portfolio, ranked #36.

Investment House LLC first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $26.5M in Q4 2025. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Investment House LLC held 39,389 shares of UnitedHealth worth $16.4M as of Q2 2026.
  • Investment House LLC sold 1,484 UnitedHealth shares in Q2 2026, an estimated $550K.
  • UnitedHealth made up 0.74% of Investment House LLC's portfolio in Q2 2026, its #36 holding.
  • Investment House LLC first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Investment House LLC's UnitedHealth position peaked at $26.5M in Q4 2025.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.