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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
Q1 		$189K Buy
+700
New +$208K ﹤0.01% 1577

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arkadios Wealth Advisors's UNH Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its UnitedHealth (UNH) stake by 12% in Q1 2026, buying an estimated $815K and bringing the position to 24,760 shares worth $6.7M. The position accounts for 0.11% of the portfolio, ranked #217.

Arkadios Wealth Advisors first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.04M in Q1 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Arkadios Wealth Advisors held 24,760 shares of UnitedHealth worth $6.7M as of Q1 2026.
  • Arkadios Wealth Advisors bought 2,737 UnitedHealth shares in Q1 2026, an estimated $815K.
  • UnitedHealth made up 0.11% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #217 holding.
  • Arkadios Wealth Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's UnitedHealth position peaked at $8.04M in Q1 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.