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Investor's Fiduciary Advisor Network’s UnitedHealth UNH Stock Holding History

Investor's Fiduciary Advisor Network’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
Q1 		$227K Sell
842
-220
-21% -$65.5K 0.07% 247
2025
Q4 		$350K Buy
1,062
+251
+31% +$85.1K 0.08% 218
2025
Q3 		$280K Sell
811
-19
-2% -$5.75K 0.09% 203
2025
Q2 		$258K Buy
830
+242
+41% +$92.5K 0.1% 193
2025
Q1 		$307K Sell
588
-358
-38% -$183K 0.14% 135
2024
Q4 		$478K Buy
+946
New +$538K 0.18% 131

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Investor's Fiduciary Advisor Network's UNH Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its UnitedHealth (UNH) stake by 21% in Q1 2026, selling an estimated $65.5K and leaving 842 shares worth $227K. The position accounts for 0.07% of the portfolio, ranked #247.

Investor's Fiduciary Advisor Network first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $478K in Q4 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 842 shares of UnitedHealth worth $227K as of Q1 2026.
  • Investor's Fiduciary Advisor Network sold 220 UnitedHealth shares in Q1 2026, an estimated $65.5K.
  • UnitedHealth made up 0.07% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #247 holding.
  • Investor's Fiduciary Advisor Network first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • Investor's Fiduciary Advisor Network's UnitedHealth position peaked at $478K in Q4 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.