Stokes Capital Advisors’s UnitedHealth UNH Stock Holding History
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
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. 3,379 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.
- 3,379 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.