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 Q3	$324K	Sell	884 -4	-0.5%	-$1.61K	0.08%	71
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Strata Wealth Advisors's UNH Position: Q3 2026 in Review

Strata Wealth Advisors reduced its UnitedHealth (UNH) stake by 0.45% in Q3 2026, selling an estimated $1.61K and leaving 884 shares worth $324K. The position accounts for 0.08% of the portfolio, ranked #71.

Strata Wealth Advisors first reported a position in UNH in Q2 2024 and has held it in 7 quarters since. The position peaked at $582K in Q3 2024. 2,142 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Strata Wealth Advisors held 884 shares of UnitedHealth worth $324K as of Q3 2026.
Strata Wealth Advisors sold 4 UnitedHealth shares in Q3 2026, an estimated $1.61K.
UnitedHealth made up 0.08% of Strata Wealth Advisors's portfolio in Q3 2026, its #71 holding.
Strata Wealth Advisors first reported a position in UnitedHealth in Q2 2024 and has held it in 7 quarters since.
Strata Wealth Advisors's UnitedHealth position peaked at $582K in Q3 2024.
2,142 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.