Invictus Private Wealth’s UnitedHealth UNH Stock Holding History

Invictus Private Wealth’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	$348K	Buy	838 +5	+0.6%	+$1.85K	0.02%	71
2026 Q1	$226K	Buy	+833	New	+$248K	0.01%	77
2024 Q4	–	Sell	-463	Closed	-$271K	–	84
2024 Q3	$271K	Sell	463 -58	-11%	-$32.8K	0.02%	76
2024 Q2	$265K	Sell	521 -135	-21%	-$66.2K	0.02%	77
2024 Q1	$325K	Sell	656 -75	-10%	-$38.1K	0.03%	72
2023 Q4	$385K	Sell	731 -111	-13%	-$59.2K	0.04%	68
2023 Q3	$425K	Sell	842 -7	-0.8%	-$3.44K	0.05%	56
2023 Q2	$408K	Sell	849 -30	-3%	-$14.7K	0.04%	62
2023 Q1	$415K	Sell	879 -100	-10%	-$48.3K	0.05%	55
2022 Q4	$519K	Buy	+979	New	+$519K	0.07%	49

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invictus Private Wealth's UNH Position: Q2 2026 in Review

Invictus Private Wealth increased its UnitedHealth (UNH) stake by 0.6% in Q2 2026, buying an estimated $1.85K and bringing the position to 838 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #71.

Invictus Private Wealth first reported a position in UNH in Q4 2022 and has held it in 10 quarters since. The position peaked at $519K in Q4 2022. 3,385 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Invictus Private Wealth held 838 shares of UnitedHealth worth $348K as of Q2 2026.
Invictus Private Wealth bought 5 UnitedHealth shares in Q2 2026, an estimated $1.85K.
UnitedHealth made up 0.02% of Invictus Private Wealth's portfolio in Q2 2026, its #71 holding.
Invictus Private Wealth first reported a position in UnitedHealth in Q4 2022 and has held it in 10 quarters since.
Invictus Private Wealth's UnitedHealth position peaked at $519K in Q4 2022.
3,385 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.