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Marino Stram & Associates’s UnitedHealth UNH Stock Holding History

Marino Stram & Associates’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 		– Sell
-706
Closed -$233K – 193
2025
Q4 		$233K Sell
706
-647
-48% -$219K 0.04% 169
2025
Q3 		$467K Buy
1,353
+642
+90% +$194K 0.08% 130
2025
Q2 		$222K Sell
711
-46
-6% -$17.6K 0.04% 168
2025
Q1 		$396K Sell
757
-1
-0.1% -$511 0.09% 119
2024
Q4 		$383K Buy
758
+32
+4% +$18.2K 0.08% 119
2024
Q3 		$424K Buy
726
+8
+1% +$4.53K 0.09% 113
2024
Q2 		$366K Buy
718
+3
+0.4% +$1.47K 0.09% 120
2024
Q1 		$354K Hold
715
– – 0.08% 125
2023
Q4 		$376K Buy
715
+7
+1% +$3.73K 0.1% 123
2023
Q3 		$357K Buy
708
+11
+2% +$5.41K 0.1% 115
2023
Q2 		$335K Buy
697
+13
+2% +$6.36K 0.09% 123
2023
Q1 		$323K Buy
684
+11
+2% +$5.31K 0.1% 120
2022
Q4 		$357K Buy
673
+3
+0.4% +$1.59K 0.11% 108
2022
Q3 		$338K Sell
670
-3
-0.4% -$1.58K 0.12% 105
2022
Q2 		$346K Buy
673
+2
+0.3% +$1K 0.12% 114
2022
Q1 		$342K Buy
671
+9
+1% +$4.34K 0.11% 118
2021
Q4 		$333K Hold
662
– – 0.1% 121
2021
Q3 		$259K Sell
662
-13,812
-95% -$5.72M 0.09% 124
2021
Q2 		$5.8M Buy
14,474
+13,866
+2,281% +$5.53M 1.51% 14
2021
Q1 		$226K Hold
608
– – 0.09% 127
2020
Q4 		$213K Buy
+608
New +$204K 0.09% 118
2019
Q2 		– Sell
-359
Closed -$89K – 532
2019
Q1 		$89K Hold
359
– – 0.06% 127
2018
Q4 		$89K Sell
359
-38
-10% -$10K 0.08% 119
2018
Q3 		$106K Buy
397
+287
+261% +$74.7K 0.08% 125
2018
Q2 		$27K Buy
110
+4
+4% +$960 0.02% 214
2018
Q1 		$23K Buy
106
+1
+1% +$228 0.02% 237
2017
Q4 		$23K Buy
+105
New +$22.3K 0.02% 242

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

Marino Stram & Associates's UNH Position: Q1 2026 in Review

Marino Stram & Associates sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 706 shares — an estimated $233K sold.

Marino Stram & Associates first reported a position in UNH in Q4 2017 and held it in 27 quarters. The position peaked at $5.8M in Q2 2021. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Marino Stram & Associates reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Marino Stram & Associates sold 706 UnitedHealth shares in Q1 2026, an estimated $233K.
  • Marino Stram & Associates first reported a position in UnitedHealth in Q4 2017 and held it in 27 quarters.
  • Marino Stram & Associates's UnitedHealth position peaked at $5.8M in Q2 2021.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.