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Soltis Investment Advisors’s UnitedHealth UNH Stock Holding History

Soltis Investment 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 		$13.2M Buy
31,654
+1,422
+5% +$527K 0.73% 22
2026
Q1 		$8.18M Buy
30,232
+2,088
+7% +$622K 0.52% 47
2025
Q4 		$9.29M Sell
28,144
-582
-2% -$197K 0.61% 32
2025
Q3 		$9.92M Buy
28,726
+1,261
+5% +$381K 0.69% 24
2025
Q2 		$8.57M Buy
27,465
+6,437
+31% +$2.46M 0.67% 27
2025
Q1 		$11M Sell
21,028
-416
-2% -$213K 0.98% 19
2024
Q4 		$10.8M Buy
21,444
+3,148
+17% +$1.79M 1% 18
2024
Q3 		$10.7M Sell
18,296
-624
-3% -$353K 1.05% 16
2024
Q2 		$9.64M Buy
18,920
+3,910
+26% +$1.92M 1.02% 16
2024
Q1 		$7.43M Buy
15,010
+7,244
+93% +$3.68M 0.83% 27
2023
Q4 		$4.09M Buy
7,766
+133
+2% +$70.9K 0.46% 71
2023
Q3 		$3.85M Buy
7,633
+2,872
+60% +$1.41M 0.5% 58
2023
Q2 		$2.29M Buy
4,761
+224
+5% +$110K 0.27% 98
2023
Q1 		$2.14M Buy
4,537
+36
+0.8% +$17.4K 0.27% 104
2022
Q4 		$2.39M Buy
4,501
+571
+15% +$302K 0.31% 87
2022
Q3 		$1.99M Buy
3,930
+338
+9% +$178K 0.3% 84
2022
Q2 		$1.84M Buy
3,592
+1,851
+106% +$930K 0.27% 94
2022
Q1 		$888K Buy
1,741
+65
+4% +$31.4K 0.12% 132
2021
Q4 		$841K Buy
1,676
+16
+1% +$7.24K 0.12% 134
2021
Q3 		$649K Sell
1,660
-500
-23% -$207K 0.1% 144
2021
Q2 		$865K Buy
2,160
+951
+79% +$379K 0.14% 122
2021
Q1 		$450K Sell
1,209
-28
-2% -$9.7K 0.08% 159
2020
Q4 		$434K Buy
+1,237
New +$415K 0.08% 157

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Soltis Investment Advisors's UNH Position: Q2 2026 in Review

Soltis Investment Advisors increased its UnitedHealth (UNH) stake by 4.7% in Q2 2026, buying an estimated $527K and bringing the position to 31,654 shares worth $13.2M. The position accounts for 0.73% of the portfolio, ranked #22.

Soltis Investment Advisors first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Soltis Investment Advisors held 31,654 shares of UnitedHealth worth $13.2M as of Q2 2026.
  • Soltis Investment Advisors bought 1,422 UnitedHealth shares in Q2 2026, an estimated $527K.
  • UnitedHealth made up 0.73% of Soltis Investment Advisors's portfolio in Q2 2026, its #22 holding.
  • Soltis Investment Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.