IWA
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IVC Wealth Advisors’s UnitedHealth UNH Stock Holding History

IVC Wealth Advisors’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 		$251K Buy
+604
New +$224K 0.1% 155
2026
Q1 		– Sell
-648
Closed -$214K – 187
2025
Q4 		$214K Buy
648
+5
+0.8% +$1.69K 0.09% 167
2025
Q3 		$222K Sell
643
-809
-56% -$245K 0.1% 170
2025
Q2 		$453K Sell
1,452
-114
-7% -$43.6K 0.22% 87
2025
Q1 		$820K Sell
1,566
-69
-4% -$35.3K 0.44% 51
2024
Q4 		$827K Sell
1,635
-252
-13% -$143K 0.46% 49
2024
Q3 		$1.1M Sell
1,887
-18
-0.9% -$10.2K 0.6% 38
2024
Q2 		$970K Buy
1,905
+37
+2% +$18.1K 0.54% 43
2024
Q1 		$924K Sell
1,868
-92
-5% -$46.8K 0.53% 46
2023
Q4 		$1.03M Buy
1,960
+21
+1% +$11.2K 0.64% 40
2023
Q3 		$978K Sell
1,939
-5
-0.3% -$2.46K 0.65% 39
2023
Q2 		$934K Buy
1,944
+40
+2% +$19.6K 0.59% 45
2023
Q1 		$900K Sell
1,904
-2,870
-60% -$1.38M 0.64% 46
2022
Q4 		$1.04M Buy
4,774
+2,800
+142% +$1.48M 0.77% 32
2022
Q3 		$997K Buy
1,974
+8
+0.4% +$4.21K 0.8% 31
2022
Q2 		$1.01M Sell
1,966
-262
-12% -$132K 0.78% 32
2022
Q1 		$1.14M Buy
2,228
+112
+5% +$54K 0.75% 30
2021
Q4 		$1.06M Sell
2,116
-154
-7% -$69.7K 0.68% 38
2021
Q3 		$887K Sell
2,270
-2
-0.1% -$828 0.61% 43
2021
Q2 		$910K Sell
2,272
-14
-0.6% -$5.58K 0.64% 41
2021
Q1 		$850K Buy
2,286
+53
+2% +$18.4K 0.67% 40
2020
Q4 		$783K Buy
+2,233
New +$748K 0.75% 36

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IVC Wealth Advisors's UNH Position: Q2 2026 in Review

IVC Wealth Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 604 shares worth $251K. The stake represents 0.1% of the portfolio and ranks #155 among its holdings. This is a return to the name: IVC Wealth Advisors previously reported a position in UNH as recently as Q4 2025.

IVC Wealth Advisors first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.14M in Q1 2022. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • IVC Wealth Advisors held 604 shares of UnitedHealth worth $251K as of Q2 2026.
  • UnitedHealth was a new IVC Wealth Advisors position in Q2 2026.
  • UnitedHealth made up 0.1% of IVC Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • IVC Wealth Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • IVC Wealth Advisors's UnitedHealth position peaked at $1.14M in Q1 2022.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.