SCA
UNH icon

Stokes Capital Advisors’s UnitedHealth UNH Stock Holding History

Stokes Capital 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 		$1.14M Buy
2,738
+54
+2% +$20K 0.24% 62
2026
Q1 		$726K Sell
2,684
-15,366
-85% -$4.58M 0.16% 63
2025
Q4 		$5.96M Sell
18,050
-620
-3% -$210K 1.36% 37
2025
Q3 		$6.45M Sell
18,670
-8
-0% -$2.42K 1.5% 32
2025
Q2 		$5.83M Sell
18,678
-1,777
-9% -$679K 1.43% 35
2025
Q1 		$10.7M Buy
20,455
+1,153
+6% +$589K 2.72% 9
2024
Q4 		$9.76M Sell
19,302
-188
-1% -$107K 2.52% 12
2024
Q3 		$11.4M Sell
19,490
-226
-1% -$128K 2.92% 5
2024
Q2 		$10M Buy
19,716
+510
+3% +$250K 2.79% 7
2024
Q1 		$9.5M Buy
19,206
+857
+5% +$436K 2.76% 4
2023
Q4 		$9.66M Buy
18,349
+885
+5% +$472K 3.06% 3
2023
Q3 		$8.81M Buy
17,464
+314
+2% +$155K 3.07% 4
2023
Q2 		$8.24M Buy
17,150
+619
+4% +$303K 2.78% 5
2023
Q1 		$7.81M Buy
16,531
+1,253
+8% +$605K 2.65% 5
2022
Q4 		$8.1M Buy
15,278
+278
+2% +$147K 2.79% 4
2022
Q3 		$7.58M Sell
15,000
-107
-0.7% -$56.3K 2.82% 3
2022
Q2 		$7.76M Buy
15,107
+265
+2% +$133K 2.71% 4
2022
Q1 		$7.57M Buy
14,842
+373
+3% +$180K 2.21% 9
2021
Q4 		$7.26M Sell
14,469
-211
-1% -$95.5K 2.16% 14
2021
Q3 		$5.74M Buy
14,680
+239
+2% +$99K 1.85% 22
2021
Q2 		$5.78M Buy
14,441
+1,752
+14% +$699K 1.9% 21
2021
Q1 		$4.72M Buy
12,689
+1,335
+12% +$463K 1.94% 21
2020
Q4 		$3.98M Buy
11,354
+380
+3% +$127K 1.73% 29
2020
Q3 		$3.42M Sell
10,974
-25
-0.2% -$7.68K 1.64% 29
2020
Q2 		$3.24M Sell
10,999
-145
-1% -$41.5K 1.72% 28
2020
Q1 		$2.78M Buy
11,144
+107
+1% +$29.4K 1.67% 28
2019
Q4 		$3.25M Sell
11,037
-266
-2% -$69.6K 1.64% 28
2019
Q3 		$2.46M Buy
11,303
+1,353
+14% +$326K 1.33% 37
2019
Q2 		$2.43M Buy
9,950
+960
+11% +$231K 1.38% 37
2019
Q1 		$2.22M Buy
8,990
+3,370
+60% +$859K 1.34% 38
2018
Q4 		$1.4M Buy
5,620
+1,675
+42% +$442K 0.97% 48
2018
Q3 		$1.05M Buy
+3,945
New +$1.03M 0.64% 60

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Stokes Capital Advisors's UNH Position: Q2 2026 in Review

Stokes Capital Advisors increased its UnitedHealth (UNH) stake by 2% in Q2 2026, buying an estimated $20K and bringing the position to 2,738 shares worth $1.14M. The position accounts for 0.24% of the portfolio, ranked #62.

Stokes Capital Advisors first reported a position in UNH in Q3 2018 and has held it in 32 quarters since. The position peaked at $11.4M in Q3 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Stokes Capital Advisors held 2,738 shares of UnitedHealth worth $1.14M as of Q2 2026.
  • Stokes Capital Advisors bought 54 UnitedHealth shares in Q2 2026, an estimated $20K.
  • UnitedHealth made up 0.24% of Stokes Capital Advisors's portfolio in Q2 2026, its #62 holding.
  • Stokes Capital Advisors first reported a position in UnitedHealth in Q3 2018 and has held it in 32 quarters since.
  • Stokes Capital Advisors's UnitedHealth position peaked at $11.4M in Q3 2024.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.