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UNH icon

INVST’s UnitedHealth UNH Stock Holding History

INVST’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 		$1.1M Sell
4,068
-2,376
-37% -$708K 0.12% 136
2025
Q4 		$2.13M Sell
6,444
-3,292
-34% -$1.12M 0.23% 79
2025
Q3 		$3.36M Buy
9,736
+61
+0.6% +$18.4K 0.38% 52
2025
Q2 		$3.02M Buy
9,675
+4,184
+76% +$1.6M 0.38% 50
2025
Q1 		$2.88M Buy
5,491
+4,102
+295% +$2.1M 0.39% 56
2024
Q4 		$703K Sell
1,389
-96
-6% -$54.5K 0.09% 146
2024
Q3 		$868K Sell
1,485
-25
-2% -$14.1K 0.11% 124
2024
Q2 		$747K Buy
1,510
+252
+20% +$124K 0.08% 130
2024
Q1 		$616K Buy
1,258
+17
+1% +$8.64K 0.07% 147
2023
Q4 		$634K Sell
1,241
-11
-0.9% -$5.87K 0.08% 132
2023
Q3 		$631K Buy
1,252
+35
+3% +$17.2K 0.09% 130
2023
Q2 		$585K Buy
1,217
+71
+6% +$34.7K 0.08% 130
2023
Q1 		$562K Buy
1,146
+3
+0.3% +$1.45K 0.09% 126
2022
Q4 		$571K Buy
1,143
+11
+1% +$5.83K 0.09% 116
2022
Q3 		$565K Buy
1,132
+360
+47% +$189K 0.1% 110
2022
Q2 		$415K Sell
772
-269
-26% -$135K 0.06% 132
2022
Q1 		$506K Sell
1,041
-52
-5% -$25.1K 0.08% 112
2021
Q4 		$502K Buy
1,093
+72
+7% +$32.6K 0.08% 109
2021
Q3 		$399K Hold
1,021
– – 0.06% 129
2021
Q2 		$429K Buy
1,021
+1
+0.1% +$399 0.07% 117
2021
Q1 		$407K Buy
1,020
+59
+6% +$20.4K 0.07% 122
2020
Q4 		$337K Buy
961
+6
+0.6% +$2.01K 0.06% 133
2020
Q3 		$299K Buy
955
+5
+0.5% +$1.54K 0.07% 122
2020
Q2 		$283K Buy
950
+49
+5% +$14K 0.08% 113
2020
Q1 		$214K Sell
901
-19
-2% -$5.23K 0.09% 91
2019
Q4 		$270K Sell
920
-13
-1% -$3.4K 0.1% 69
2019
Q3 		$203K Buy
+933
New +$225K 0.09% 77
2018
Q4 		– Sell
-762
Closed -$205K – 56
2018
Q3 		$205K Buy
+762
New +$198K 0.1% 48

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

INVST's UNH Position: Q1 2026 in Review

INVST reduced its UnitedHealth (UNH) stake by 37% in Q1 2026, selling an estimated $708K and leaving 4,068 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #136.

INVST first reported a position in UNH in Q3 2018 and has held it in 28 quarters since. The position peaked at $3.36M in Q3 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • INVST held 4,068 shares of UnitedHealth worth $1.1M as of Q1 2026.
  • INVST sold 2,376 UnitedHealth shares in Q1 2026, an estimated $708K.
  • UnitedHealth made up 0.12% of INVST's portfolio in Q1 2026, its #136 holding.
  • INVST first reported a position in UnitedHealth in Q3 2018 and has held it in 28 quarters since.
  • INVST's UnitedHealth position peaked at $3.36M in Q3 2025.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.