INVST’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.57M | Sell |
3,772
-296
| -7% | -$110K | 0.15% | 105 |
|
|
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
INVST's UNH Position: Q2 2026 in Review
INVST reduced its UnitedHealth (UNH) stake by 7.3% in Q2 2026, selling an estimated $110K and leaving 3,772 shares worth $1.57M. The position accounts for 0.15% of the portfolio, ranked #105.
INVST first reported a position in UNH in Q3 2018 and has held it in 29 quarters since. The position peaked at $3.36M in Q3 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- INVST held 3,772 shares of UnitedHealth worth $1.57M as of Q2 2026.
- INVST sold 296 UnitedHealth shares in Q2 2026, an estimated $110K.
- UnitedHealth made up 0.15% of INVST's portfolio in Q2 2026, its #105 holding.
- INVST first reported a position in UnitedHealth in Q3 2018 and has held it in 29 quarters since.
- INVST's UnitedHealth position peaked at $3.36M in Q3 2025.
- 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.