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Strategic Family Wealth Counselors’s UnitedHealth UNH Stock Holding History

Strategic Family Wealth Counselors’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 		$549K Sell
2,027
-1,051
-34% -$313K 0.14% 93
2025
Q4 		$1.04M Buy
3,078
+1,074
+54% +$364K 0.23% 78
2025
Q3 		$692K Buy
2,004
+35
+2% +$10.6K 0.18% 82
2025
Q2 		$614K Buy
1,969
+605
+44% +$231K 0.18% 80
2025
Q1 		$715K Buy
1,364
+25
+2% +$12.8K 0.23% 68
2024
Q4 		$678K Buy
1,339
+198
+17% +$113K 0.22% 69
2024
Q3 		$667K Buy
1,141
+31
+3% +$17.5K 0.23% 65
2024
Q2 		$565K Hold
1,110
– – 0.22% 66
2024
Q1 		$549K Buy
1,110
+10
+0.9% +$5.08K 0.22% 63
2023
Q4 		$579K Sell
1,100
-1
-0.1% -$533 0.24% 59
2023
Q3 		$555K Hold
1,101
– – 0.27% 52
2023
Q2 		$529K Hold
1,101
– – 0.24% 54
2023
Q1 		$520K Hold
1,101
– – 0.25% 53
2022
Q4 		$584K Hold
1,101
– – 0.29% 54
2022
Q3 		$556K Sell
1,101
-18
-2% -$9.46K 0.27% 47
2022
Q2 		$575K Buy
1,119
+48
+4% +$24.1K 0.28% 48
2022
Q1 		$546K Buy
1,071
+58
+6% +$28K 0.22% 56
2021
Q4 		$509K Hold
1,013
– – 0.16% 60
2021
Q3 		$396K Buy
1,013
+3
+0.3% +$1.24K 0.14% 61
2021
Q2 		$405K Buy
1,010
+2
+0.2% +$797 0.13% 56
2021
Q1 		$375K Buy
1,008
+3
+0.3% +$1.04K 0.14% 55
2020
Q4 		$352K Buy
1,005
+40
+4% +$13.4K 0.18% 61
2020
Q3 		$301K Buy
965
+7
+0.7% +$2.15K 0.17% 60
2020
Q2 		$283K Hold
958
– – 0.18% 62
2020
Q1 		$239K Buy
958
+170
+22% +$46.8K 0.18% 65
2019
Q4 		$232K Buy
+788
New +$206K 0.19% 58

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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 $1.56T 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

Strategic Family Wealth Counselors's UNH Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its UnitedHealth (UNH) stake by 34% in Q1 2026, selling an estimated $313K and leaving 2,027 shares worth $549K. The position accounts for 0.14% of the portfolio, ranked #93.

Strategic Family Wealth Counselors first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.04M in Q4 2025. 3,031 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Strategic Family Wealth Counselors held 2,027 shares of UnitedHealth worth $549K as of Q1 2026.
  • Strategic Family Wealth Counselors sold 1,051 UnitedHealth shares in Q1 2026, an estimated $313K.
  • UnitedHealth made up 0.14% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #93 holding.
  • Strategic Family Wealth Counselors first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Strategic Family Wealth Counselors's UnitedHealth position peaked at $1.04M in Q4 2025.
  • 3,031 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.