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Archford Capital Strategies’s UnitedHealth UNH Stock Holding History

Archford Capital Strategies’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 		$1.25M Buy
3,005
+142
+5% +$52.6K 0.13% 143
2026
Q1 		$775K Sell
2,863
-156
-5% -$46.5K 0.09% 191
2025
Q4 		$997K Sell
3,019
-20
-0.7% -$6.78K 0.12% 160
2025
Q3 		$1.05M Sell
3,039
-1,068
-26% -$323K 0.12% 157
2025
Q2 		$1.28M Sell
4,107
-10,457
-72% -$4M 0.16% 123
2025
Q1 		$7.63M Buy
14,564
+5,625
+63% +$2.88M 1.12% 18
2024
Q4 		$4.52M Buy
8,939
+86
+1% +$48.9K 0.68% 39
2024
Q3 		$5.36M Buy
8,853
+127
+1% +$71.8K 0.81% 35
2024
Q2 		$4.44M Buy
8,726
+825
+10% +$404K 0.72% 38
2024
Q1 		$3.91M Buy
7,901
+190
+2% +$96.6K 0.66% 40
2023
Q4 		$4.06M Buy
7,711
+894
+13% +$477K 0.74% 35
2023
Q3 		$3.44M Buy
6,817
+181
+3% +$89.1K 0.69% 35
2023
Q2 		$3.38M Buy
6,636
+343
+5% +$168K 0.64% 35
2023
Q1 		$3.2M Buy
6,293
+342
+6% +$165K 0.67% 33
2022
Q4 		$3.16M Buy
5,951
+596
+11% +$316K 0.73% 34
2022
Q3 		$2.7M Buy
5,355
+202
+4% +$106K 0.7% 36
2022
Q2 		$2.65M Buy
5,153
+321
+7% +$161K 0.67% 35
2022
Q1 		$2.5M Buy
4,832
+725
+18% +$350K 0.56% 39
2021
Q4 		$2.06M Buy
4,107
+319
+8% +$144K 0.47% 44
2021
Q3 		$1.48M Buy
3,788
+256
+7% +$106K 0.35% 66
2021
Q2 		$1.41M Buy
3,532
+709
+25% +$283K 0.35% 66
2021
Q1 		$1.1M Buy
2,823
+206
+8% +$71.4K 0.29% 90
2020
Q4 		$951K Buy
2,617
+14
+0.5% +$4.69K 0.22% 135
2020
Q3 		$812K Buy
2,603
+26
+1% +$7.99K 0.22% 135
2020
Q2 		$760K Buy
2,577
+205
+9% +$58.7K 0.23% 133
2020
Q1 		$592K Buy
2,372
+267
+13% +$73.5K 0.23% 129
2019
Q4 		$619K Buy
2,105
+2
+0.1% +$523 0.21% 139
2019
Q3 		$457K Sell
2,103
-10
-0.5% -$2.41K 0.17% 158
2019
Q2 		$516K Buy
2,113
+38
+2% +$9.14K 0.19% 147
2019
Q1 		$513K Buy
2,075
+40
+2% +$10.2K 0.19% 152
2018
Q4 		$507K Sell
2,035
-58
-3% -$15.3K 0.2% 141
2018
Q3 		$557K Sell
2,093
-294
-12% -$76.5K 0.2% 137
2018
Q2 		$586K Buy
+2,387
New +$573K 0.21% 137
2018
Q1 		– Sell
-1,725
Closed -$380K – 709
2017
Q4 		$380K Buy
1,725
+560
+48% +$119K 0.14% 160
2017
Q3 		$228K Hold
1,165
– – 0.09% 184
2017
Q2 		$216K Buy
1,165
+7
+0.6% +$1.23K 0.09% 179
2017
Q1 		$190K Buy
1,158
+358
+45% +$58.6K 0.07% 193
2016
Q4 		$128K Hold
800
– – 0.05% 194
2016
Q3 		$112K Hold
800
– – 0.05% 210
2016
Q2 		$113K Buy
+800
New +$107K 0.06% 189
2016
Q1 		– Sell
-800
Closed -$95K – 578
2015
Q4 		$95K Hold
800
– – 0.04% 207
2015
Q3 		$93K Hold
800
– – 0.07% 155
2015
Q2 		$98K Hold
800
– – 0.07% 155
2015
Q1 		$94.6K Hold
800
– – 0.07% 163
2014
Q4 		$81K Hold
800
– – 0.06% 167
2014
Q3 		$69K Sell
800
-36
-4% -$3.04K 0.05% 178
2014
Q2 		$68.3K Hold
836
– – 0.05% 187
2014
Q1 		$68.5K Buy
+836
New +$62.9K 0.06% 184

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

Archford Capital Strategies's UNH Position: Q2 2026 in Review

Archford Capital Strategies increased its UnitedHealth (UNH) stake by 5% in Q2 2026, buying an estimated $52.6K and bringing the position to 3,005 shares worth $1.25M. The position accounts for 0.13% of the portfolio, ranked #143.

Archford Capital Strategies first reported a position in UNH in Q1 2014 and has held it in 48 quarters since. The position peaked at $7.63M in Q1 2025. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Archford Capital Strategies held 3,005 shares of UnitedHealth worth $1.25M as of Q2 2026.
  • Archford Capital Strategies bought 142 UnitedHealth shares in Q2 2026, an estimated $52.6K.
  • UnitedHealth made up 0.13% of Archford Capital Strategies's portfolio in Q2 2026, its #143 holding.
  • Archford Capital Strategies first reported a position in UnitedHealth in Q1 2014 and has held it in 48 quarters since.
  • Archford Capital Strategies's UnitedHealth position peaked at $7.63M in Q1 2025.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.