SSWM
UNH icon

Strait & Sound Wealth Management’s UnitedHealth UNH Stock Holding History

Strait & Sound Wealth Management’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 		$248K Buy
+918
New +$273K 0.09% 141
2025
Q2 		– Sell
-673
Closed -$353K – 152
2025
Q1 		$353K Sell
673
-708
-51% -$362K 0.16% 100
2024
Q4 		$699K Buy
1,381
+65
+5% +$36.9K 0.32% 64
2024
Q3 		$769K Buy
1,316
+213
+19% +$120K 0.37% 51
2024
Q2 		$562K Buy
1,103
+329
+43% +$161K 0.29% 59
2024
Q1 		$342K Buy
774
+111
+17% +$56.4K 0.19% 87
2023
Q4 		$348K Buy
663
+16
+2% +$8.53K 0.22% 81
2023
Q3 		$326K Buy
647
+36
+6% +$17.7K 0.28% 82
2023
Q2 		$294K Sell
611
-222
-27% -$109K 0.29% 75
2023
Q1 		$394K Buy
833
+15
+2% +$7.24K 0.39% 61
2022
Q4 		$397K Buy
+818
New +$433K 0.43% 60

Other funds holding UNH

BlackRock
BlackRock New York $5.7T 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 $1.47T 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