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Secured Retirement Advisors’s UnitedHealth UNH Stock Holding History

Secured Retirement 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 		$571K Sell
1,374
-2,652
-66% -$983K 0.29% 105
2026
Q1 		$1.09M Buy
4,026
+2,187
+119% +$651K 0.62% 58
2025
Q4 		$607K Buy
1,839
+47
+3% +$15.9K 0.34% 95
2025
Q3 		$619K Sell
1,792
-5,314
-75% -$1.61M 0.35% 93
2025
Q2 		$2.22M Buy
7,106
+4,144
+140% +$1.58M 1.32% 15
2025
Q1 		$1.55M Sell
2,962
-6,301
-68% -$3.22M 1% 26
2024
Q4 		$4.69M Buy
9,263
+266
+3% +$151K 2.68% 2
2024
Q3 		$5.26M Buy
8,997
+111
+1% +$62.8K 3.79% 1
2024
Q2 		$4.53M Buy
8,886
+1,187
+15% +$582K 3.53% 2
2024
Q1 		$3.81M Buy
7,699
+896
+13% +$456K 3.23% 2
2023
Q4 		$3.58M Buy
+6,803
New +$3.63M 3.44% 3

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

Secured Retirement Advisors's UNH Position: Q2 2026 in Review

Secured Retirement Advisors reduced its UnitedHealth (UNH) stake by 66% in Q2 2026, selling an estimated $983K and leaving 1,374 shares worth $571K. The position accounts for 0.29% of the portfolio, ranked #105.

Secured Retirement Advisors first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.26M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Secured Retirement Advisors held 1,374 shares of UnitedHealth worth $571K as of Q2 2026.
  • Secured Retirement Advisors sold 2,652 UnitedHealth shares in Q2 2026, an estimated $983K.
  • UnitedHealth made up 0.29% of Secured Retirement Advisors's portfolio in Q2 2026, its #105 holding.
  • Secured Retirement Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Secured Retirement Advisors's UnitedHealth position peaked at $5.26M in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.