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Strata Wealth Advisors’s UnitedHealth UNH Stock Holding History

Strata Wealth 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 		$369K Buy
+888
New +$329K 0.09% 67
2025
Q3 		– Sell
-1,115
Closed -$348K – 104
2025
Q2 		$348K Buy
1,115
+207
+23% +$79.1K 0.1% 60
2025
Q1 		$476K Sell
908
-30
-3% -$15.3K 0.15% 50
2024
Q4 		$474K Sell
938
-58
-6% -$33K 0.15% 51
2024
Q3 		$582K Buy
996
+107
+12% +$60.5K 0.19% 47
2024
Q2 		$453K Buy
+889
New +$436K 0.16% 47

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

Strata Wealth Advisors's UNH Position: Q2 2026 in Review

Strata Wealth Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 888 shares worth $369K. The stake represents 0.09% of the portfolio and ranks #67 among its holdings. This is a return to the name: Strata Wealth Advisors previously reported a position in UNH as recently as Q2 2025.

Strata Wealth Advisors first reported a position in UNH in Q2 2024 and has held it in 6 quarters since. The position peaked at $582K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Strata Wealth Advisors held 888 shares of UnitedHealth worth $369K as of Q2 2026.
  • UnitedHealth was a new Strata Wealth Advisors position in Q2 2026.
  • UnitedHealth made up 0.09% of Strata Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Strata Wealth Advisors first reported a position in UnitedHealth in Q2 2024 and has held it in 6 quarters since.
  • Strata Wealth Advisors's UnitedHealth position peaked at $582K in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.