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Investors Research Corp’s UnitedHealth UNH Stock Holding History

Investors Research Corp’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
Q3 		$385K Sell
1,049
-70
-6% -$28.2K 0.07% 197
2026
Q2 		$465K Sell
1,119
-84
-7% -$31.1K 0.08% 183
2026
Q1 		$326K Buy
1,203
+23
+2% +$6.85K 0.06% 216
2025
Q4 		$390K Sell
1,180
-16
-1% -$5.42K 0.07% 227
2025
Q3 		$413K Buy
1,196
+1
+0.1% +$302 0.08% 222
2025
Q2 		$373K Buy
1,195
+1,150
+2,556% +$440K 0.07% 231
2025
Q1 		$23.6K Buy
45
+38
+543% +$19.4K 0.01% 561
2024
Q4 		$3.54K Buy
+7
New +$3.98K ﹤0.01% 806
2024
Q3 		– Sell
-89
Closed -$45.3K – 1055
2024
Q2 		$45.3K Hold
89
– – 0.01% 508
2024
Q1 		$44K Hold
89
– – 0.01% 517
2023
Q4 		$46.9K Buy
89
+11
+14% +$5.87K 0.01% 518
2023
Q3 		$39.3K Buy
78
+7
+10% +$3.44K 0.01% 547
2023
Q2 		$34.1K Hold
71
– – 0.01% 574
2023
Q1 		$33.6K Hold
71
– – 0.01% 586
2022
Q4 		$37.6K Buy
71
+24
+51% +$12.7K 0.01% 556
2022
Q3 		$24K Buy
47
+7
+18% +$3.68K 0.01% 620
2022
Q2 		$21K Sell
40
-55
-58% -$27.6K 0.01% 655
2022
Q1 		$48K Sell
95
-39
-29% -$18.8K 0.01% 531
2021
Q4 		$67K Hold
134
– – 0.02% 483
2021
Q3 		$52K Hold
134
– – 0.02% 515
2021
Q2 		$54K Buy
134
+18
+16% +$7.18K 0.02% 511
2021
Q1 		$43K Sell
116
-450
-80% -$156K 0.02% 544
2020
Q4 		$198K Hold
566
– – 0.08% 302
2020
Q3 		$176K Hold
566
– – 0.09% 303
2020
Q2 		$167K Hold
566
– – 0.08% 285
2020
Q1 		$141K Buy
566
+4
+0.7% +$1.1K 0.09% 281
2019
Q4 		$165K Hold
562
– – 0.08% 313
2019
Q3 		$122K Buy
562
+81
+17% +$19.5K 0.06% 355
2019
Q2 		$117K Hold
481
– – 0.06% 348
2019
Q1 		$119K Buy
+481
New +$123K 0.06% 351

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Investors Research Corp's UNH Position: Q3 2026 in Review

Investors Research Corp reduced its UnitedHealth (UNH) stake by 6.3% in Q3 2026, selling an estimated $28.2K and leaving 1,049 shares worth $385K. The position accounts for 0.07% of the portfolio, ranked #197.

Investors Research Corp first reported a position in UNH in Q1 2019 and has held it in 30 quarters since. The position peaked at $465K in Q2 2026. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Investors Research Corp held 1,049 shares of UnitedHealth worth $385K as of Q3 2026.
  • Investors Research Corp sold 70 UnitedHealth shares in Q3 2026, an estimated $28.2K.
  • UnitedHealth made up 0.07% of Investors Research Corp's portfolio in Q3 2026, its #197 holding.
  • Investors Research Corp first reported a position in UnitedHealth in Q1 2019 and has held it in 30 quarters since.
  • Investors Research Corp's UnitedHealth position peaked at $465K in Q2 2026.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.