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Strategic Financial Concepts’s UnitedHealth UNH Stock Holding History

Strategic Financial Concepts’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 		$250K Buy
+602
New +$223K 0.07% 203
2025
Q2 		– Sell
-546
Closed -$286K – 362
2025
Q1 		$286K Sell
546
-48
-8% -$24.5K 0.05% 245
2024
Q4 		$300K Buy
594
+157
+36% +$89.2K 0.06% 240
2024
Q3 		$256K Buy
437
+280
+178% +$158K 0.08% 199
2024
Q2 		$80.1K Sell
157
-371
-70% -$182K 0.05% 202
2024
Q1 		$261K Buy
+528
New +$268K 0.06% 251
2023
Q4 		– Sell
-535
Closed -$270K – 257
2023
Q3 		$270K Buy
535
+88
+20% +$43.3K 0.09% 199
2023
Q2 		$215K Buy
+447
New +$219K 0.08% 218

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 $3.38T AUM 44.17% 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

Strategic Financial Concepts's UNH Position: Q2 2026 in Review

Strategic Financial Concepts opened a new position in UnitedHealth (UNH) in Q2 2026: 602 shares worth $250K. The stake represents 0.07% of the portfolio and ranks #203 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in UNH as recently as Q1 2025.

Strategic Financial Concepts first reported a position in UNH in Q2 2023 and has held it in 8 quarters since. The position peaked at $300K in Q4 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Strategic Financial Concepts held 602 shares of UnitedHealth worth $250K as of Q2 2026.
  • UnitedHealth was a new Strategic Financial Concepts position in Q2 2026.
  • UnitedHealth made up 0.07% of Strategic Financial Concepts's portfolio in Q2 2026, its #203 holding.
  • Strategic Financial Concepts first reported a position in UnitedHealth in Q2 2023 and has held it in 8 quarters since.
  • Strategic Financial Concepts's UnitedHealth position peaked at $300K in Q4 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.