JT Stratford LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,254
| Closed | -$1.07M | – | 330 |
|
|
2025
Q4 | $1.07M | Buy |
3,254
+1,242
| +62% | +$421K | 0.14% | 143 |
|
|
2025
Q3 | $695K | Buy |
2,012
+744
| +59% | +$225K | 0.09% | 183 |
|
|
2025
Q2 | $396K | Sell |
1,268
-2,296
| -64% | -$878K | 0.06% | 214 |
|
|
2025
Q1 | $1.87M | Buy |
3,564
+1,154
| +48% | +$590K | 0.33% | 70 |
|
|
2024
Q4 | $1.22M | Buy |
2,410
+67
| +3% | +$38.1K | 0.2% | 119 |
|
|
2024
Q3 | $1.37M | Sell |
2,343
-243
| -9% | -$137K | 0.23% | 108 |
|
|
2024
Q2 | $1.32M | Sell |
2,586
-2,726
| -51% | -$1.34M | 0.24% | 95 |
|
|
2024
Q1 | $2.63M | Buy |
5,312
+58
| +1% | +$29.5K | 0.52% | 37 |
|
|
2023
Q4 | $2.77M | Buy |
5,254
+649
| +14% | +$346K | 0.63% | 31 |
|
|
2023
Q3 | $2.32M | Buy |
4,605
+387
| +9% | +$190K | 0.6% | 34 |
|
|
2023
Q2 | $2.03M | Buy |
4,218
+612
| +17% | +$299K | 0.55% | 42 |
|
|
2023
Q1 | $1.7M | Sell |
3,606
-1,060
| -23% | -$512K | 0.49% | 56 |
|
|
2022
Q4 | $2.47M | Sell |
4,666
-2,174
| -32% | -$1.15M | 0.79% | 25 |
|
|
2022
Q3 | $3.46M | Sell |
6,840
-1,532
| -18% | -$806K | 1.23% | 17 |
|
|
2022
Q2 | $4.3M | Sell |
8,372
-122
| -1% | -$61.3K | 1.36% | 16 |
|
|
2022
Q1 | $4.33M | Sell |
8,494
-436
| -5% | -$210K | 1.27% | 18 |
|
|
2021
Q4 | $4.48M | Buy |
8,930
+83
| +0.9% | +$37.6K | 1.23% | 18 |
|
|
2021
Q3 | $3.46M | Buy |
8,847
+149
| +2% | +$61.7K | 1.06% | 19 |
|
|
2021
Q2 | $3.48M | Buy |
8,698
+96
| +1% | +$38.3K | 1.11% | 17 |
|
|
2021
Q1 | $3.2M | Buy |
8,602
+1,031
| +14% | +$357K | 1.13% | 18 |
|
|
2020
Q4 | $2.65M | Buy |
7,571
+109
| +1% | +$36.5K | 1% | 23 |
|
|
2020
Q3 | $2.33M | Sell |
7,462
-1,223
| -14% | -$376K | 1% | 25 |
|
|
2020
Q2 | $2.56M | Buy |
8,685
+1,144
| +15% | +$328K | 1.32% | 18 |
|
|
2020
Q1 | $1.88M | Sell |
7,541
-3,131
| -29% | -$862K | 1.15% | 19 |
|
|
2019
Q4 | $3.14M | Sell |
10,672
-1,284
| -11% | -$336K | 1.44% | 12 |
|
|
2019
Q3 | $2.6M | Buy |
11,956
+1,195
| +11% | +$288K | 1.46% | 16 |
|
|
2019
Q2 | $2.63M | Buy |
10,761
+4,537
| +73% | +$1.09M | 1.46% | 13 |
|
|
2019
Q1 | $1.54M | Buy |
6,224
+4,050
| +186% | +$1.03M | 0.88% | 41 |
|
|
2018
Q4 | $542K | Buy |
2,174
+11
| +0.5% | +$2.91K | 0.36% | 67 |
|
|
2018
Q3 | $575K | Buy |
2,163
+84
| +4% | +$21.8K | 0.33% | 69 |
|
|
2018
Q2 | $510K | Buy |
2,079
+109
| +6% | +$26.2K | 0.31% | 71 |
|
|
2018
Q1 | $422K | Buy |
1,970
+301
| +18% | +$68.7K | 0.26% | 80 |
|
|
2017
Q4 | $368K | Sell |
1,669
-460
| -22% | -$97.5K | 0.24% | 73 |
|
|
2017
Q3 | $417K | Sell |
2,129
-410
| -16% | -$79.2K | 0.27% | 74 |
|
|
2017
Q2 | $471K | Buy |
2,539
+162
| +7% | +$28.4K | 0.33% | 65 |
|
|
2017
Q1 | $390K | Buy |
2,377
+438
| +23% | +$71.7K | 0.29% | 74 |
|
|
2016
Q4 | $310K | Buy |
+1,939
| New | +$290K | 0.26% | 86 |
|
Other funds holding UNH
VCM
VPM
JT Stratford LLC's UNH Position: Q1 2026 in Review
JT Stratford LLC sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 3,254 shares — an estimated $1.07M sold.
JT Stratford LLC first reported a position in UNH in Q4 2016 and held it in 37 quarters. The position peaked at $4.48M in Q4 2021. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- JT Stratford LLC reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
- JT Stratford LLC sold 3,254 UnitedHealth shares in Q1 2026, an estimated $1.07M.
- JT Stratford LLC first reported a position in UnitedHealth in Q4 2016 and held it in 37 quarters.
- JT Stratford LLC's UnitedHealth position peaked at $4.48M in Q4 2021.
- 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.