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Arkadios Wealth Advisors’s UnitedHealth UNH Stock Holding History

Arkadios 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 		$10.7M Buy
25,742
+982
+4% +$364K 0.16% 143
2026
Q1 		$6.7M Buy
24,760
+2,737
+12% +$815K 0.11% 217
2025
Q4 		$7.27M Sell
22,023
-260
-1% -$88.1K 0.14% 157
2025
Q3 		$7.69M Buy
22,283
+2,852
+15% +$863K 0.18% 122
2025
Q2 		$6.06M Buy
19,431
+4,081
+27% +$1.56M 0.18% 127
2025
Q1 		$8.04M Buy
15,350
+5,631
+58% +$2.88M 0.3% 62
2024
Q4 		$4.92M Sell
9,719
-1,601
-14% -$910K 0.27% 79
2024
Q3 		$6.62M Buy
11,320
+2,143
+23% +$1.21M 0.37% 55
2024
Q2 		$4.67M Sell
9,177
-235
-2% -$115K 0.32% 61
2024
Q1 		$4.66M Buy
9,412
+105
+1% +$53.4K 0.36% 58
2023
Q4 		$4.9M Buy
9,307
+27
+0.3% +$14.4K 0.41% 50
2023
Q3 		$4.68M Buy
9,280
+602
+7% +$296K 0.44% 50
2023
Q2 		$4.17M Sell
8,678
-112
-1% -$54.8K 0.49% 47
2023
Q1 		$4.15M Buy
8,790
+683
+8% +$330K 0.49% 45
2022
Q4 		$4.3M Sell
8,107
-4,649
-36% -$2.46M 0.57% 40
2022
Q3 		$6.44M Sell
12,756
-579
-4% -$304K 0.98% 15
2022
Q2 		$6.85M Buy
13,335
+54
+0.4% +$27.1K 1.02% 13
2022
Q1 		$6.77M Sell
13,281
-173
-1% -$83.4K 0.89% 16
2021
Q4 		$6.76M Buy
13,454
+7,501
+126% +$3.4M 0.89% 15
2021
Q3 		$2.33M Buy
5,953
+34
+0.6% +$14.1K 0.34% 78
2021
Q2 		$2.37M Buy
5,919
+915
+18% +$365K 0.29% 93
2021
Q1 		$1.86M Buy
5,004
+1,380
+38% +$478K 0.31% 83
2020
Q4 		$1.27M Buy
3,624
+1,927
+114% +$646K 0.27% 100
2020
Q3 		$560K Sell
1,697
-333
-16% -$102K 0.28% 82
2020
Q2 		$626K Sell
2,030
-80
-4% -$22.9K 0.35% 61
2020
Q1 		$526K Buy
2,110
+39
+2% +$10.7K 0.34% 71
2019
Q4 		$626K Buy
+2,071
New +$542K 0.38% 65

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its UnitedHealth (UNH) stake by 4% in Q2 2026, buying an estimated $364K and bringing the position to 25,742 shares worth $10.7M. The position accounts for 0.16% of the portfolio, ranked #143.

Arkadios Wealth Advisors first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Arkadios Wealth Advisors held 25,742 shares of UnitedHealth worth $10.7M as of Q2 2026.
  • Arkadios Wealth Advisors bought 982 UnitedHealth shares in Q2 2026, an estimated $364K.
  • UnitedHealth made up 0.16% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • Arkadios Wealth Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.