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Droms Strauss Advisors’s UnitedHealth UNH Stock Holding History

Droms Strauss 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 		$443K Hold
1,637
– – 0.12% 54
2025
Q4 		$540K Sell
1,637
-8
-0.5% -$2.71K 0.14% 51
2025
Q3 		$568K Hold
1,645
– – 0.16% 47
2025
Q2 		$513K Hold
1,645
– – 0.16% 48
2025
Q1 		$862K Hold
1,645
– – 0.3% 35
2024
Q4 		$832K Sell
1,645
-82
-5% -$46.6K 0.27% 38
2024
Q3 		$1.01M Sell
1,727
-170
-9% -$96.2K 0.36% 31
2024
Q2 		$966K Sell
1,897
-776
-29% -$380K 0.35% 32
2024
Q1 		$1.32M Sell
2,673
-5
-0.2% -$2.54K 0.48% 29
2023
Q4 		$1.41M Sell
2,678
-24
-0.9% -$12.8K 0.55% 30
2023
Q3 		$1.36M Hold
2,702
– – 0.59% 26
2023
Q2 		$1.27M Sell
2,702
-7
-0.3% -$3.42K 0.53% 28
2023
Q1 		$1.28M Hold
2,709
– – 0.58% 26
2022
Q4 		$1.44M Hold
2,709
– – 0.66% 28
2022
Q3 		$1.37M Hold
2,709
– – 0.68% 24
2022
Q2 		$1.39M Sell
2,709
-344
-11% -$173K 0.7% 21
2022
Q1 		$1.59M Buy
3,053
+7
+0.2% +$3.38K 0.8% 14
2021
Q4 		$1.53M Buy
3,046
+1,594
+110% +$722K 0.68% 17
2021
Q3 		$569K Buy
1,452
+6
+0.4% +$2.48K 0.27% 30
2021
Q2 		$554K Sell
1,446
-214
-13% -$85.3K 0.26% 29
2021
Q1 		$618K Hold
1,660
– – 0.3% 27
2020
Q4 		$582K Buy
1,660
+144
+9% +$48.3K 0.34% 22
2020
Q3 		$473K Hold
1,516
– – 0.28% 31
2020
Q2 		$447K Sell
1,516
-144
-9% -$41.3K 0.31% 23
2020
Q1 		$413K Hold
1,660
– – 0.34% 28
2019
Q4 		$488K Buy
1,660
+460
+38% +$120K 0.36% 29
2019
Q3 		$261K Sell
1,200
-76
-6% -$18.3K 0.21% 33
2019
Q2 		$312K Buy
1,276
+76
+6% +$18.3K 0.23% 38
2019
Q1 		$297K Hold
1,200
– – 0.23% 36
2018
Q4 		$299K Buy
+1,200
New +$317K 0.28% 28

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

Droms Strauss Advisors's UNH Position: Q1 2026 in Review

Droms Strauss Advisors held its UnitedHealth (UNH) position steady in Q1 2026 at 1,637 shares worth $443K. The position accounts for 0.12% of the portfolio, ranked #54.

Droms Strauss Advisors first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.59M in Q1 2022. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Droms Strauss Advisors held 1,637 shares of UnitedHealth worth $443K as of Q1 2026.
  • Droms Strauss Advisors left its UnitedHealth share count unchanged in Q1 2026.
  • UnitedHealth made up 0.12% of Droms Strauss Advisors's portfolio in Q1 2026, its #54 holding.
  • Droms Strauss Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Droms Strauss Advisors's UnitedHealth position peaked at $1.59M in Q1 2022.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Droms Strauss Advisors's 13F filing for Q1 2026, filed 1 May 2026.