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Investment Research & Advisory Group’s UnitedHealth UNH Stock Holding History

Investment Research & 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 		$35.3K Hold
18
– – 0.01% 160
2026
Q1 		$17.6K Buy
18
+13
+260% +$3.87K 0.01% 184
2025
Q4 		$7.59K Hold
5
– – ﹤0.01% 206
2025
Q3 		$7.94K Sell
5
-10
-67% -$3.02K ﹤0.01% 185
2025
Q2 		$4.68K Sell
15
-6,418
-100% -$2.45M ﹤0.01% 196
2025
Q1 		$3.37M Buy
6,433
+127
+2% +$64.9K 1.41% 22
2024
Q4 		$3.19M Sell
6,306
-18
-0.3% -$10.2K 1.32% 23
2024
Q3 		$3.7M Buy
6,324
+108
+2% +$61.1K 1.56% 20
2024
Q2 		$3.17M Buy
6,216
+49
+0.8% +$24K 1.4% 20
2024
Q1 		$3.05M Buy
6,167
+109
+2% +$55.4K 1.4% 22
2023
Q4 		$3.19M Buy
6,058
+40
+0.7% +$21.3K 1.63% 16
2023
Q3 		$3.03M Buy
6,018
+31
+0.5% +$15.3K 1.72% 14
2023
Q2 		$2.88M Sell
5,987
-380
-6% -$186K 1.67% 15
2023
Q1 		$3.01M Sell
6,367
-12
-0.2% -$5.79K 1.93% 12
2022
Q4 		$3.38M Sell
6,379
-18
-0.3% -$9.54K 2.22% 13
2022
Q3 		$3.23M Buy
6,397
+39
+0.6% +$20.5K 2.42% 9
2022
Q2 		$3.27M Buy
6,358
+283
+5% +$142K 2.36% 10
2022
Q1 		$3.1M Sell
6,075
-150
-2% -$72.3K 1.94% 12
2021
Q4 		$3.13M Sell
6,225
-18
-0.3% -$8.15K 1.9% 15
2021
Q3 		$2.45M Buy
6,243
+4
+0.1% +$1.66K 1.61% 18
2021
Q2 		$2.5M Buy
6,239
+32
+0.5% +$12.8K 1.65% 17
2021
Q1 		$2.31M Buy
6,207
+18
+0.3% +$6.24K 1.7% 18
2020
Q4 		$2.17M Buy
6,189
+115
+2% +$38.5K 1.61% 20
2020
Q3 		$1.89M Sell
6,074
-197
-3% -$60.5K 1.57% 17
2020
Q2 		$1.83M Buy
6,271
+2,309
+58% +$662K 1.64% 18
2020
Q1 		$988K Buy
3,962
+10
+0.3% +$2.75K 0.92% 22
2019
Q4 		$1.16M Buy
+3,952
New +$1.03M 1.07% 22

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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

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

Investment Research & Advisory Group held its UnitedHealth (UNH) position steady in Q2 2026 at 18 shares worth $35.3K. The position accounts for 0.01% of the portfolio, ranked #160.

Investment Research & Advisory Group first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.7M in Q3 2024. 1,303 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Investment Research & Advisory Group held 18 shares of UnitedHealth worth $35.3K as of Q2 2026.
  • Investment Research & Advisory Group left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #160 holding.
  • Investment Research & Advisory Group first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Investment Research & Advisory Group's UnitedHealth position peaked at $3.7M in Q3 2024.
  • 1,303 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.