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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 		$291K Hold
700
– – ﹤0.01% 1417
2026
Q1 		$189K Buy
+700
New +$208K ﹤0.01% 1577

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.