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Strategic Financial Services’s UnitedHealth UNH Stock Holding History

Strategic Financial Services’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 		$771K Sell
2,849
-51
-2% -$15.2K 0.04% 88
2025
Q4 		$802K Sell
2,900
-1,414
-33% -$479K 0.04% 81
2025
Q3 		$1.49M Sell
4,314
-1,266
-23% -$383K 0.07% 57
2025
Q2 		$1.74M Buy
5,580
+120
+2% +$45.9K 0.09% 51
2025
Q1 		$2.86M Sell
5,460
-59
-1% -$30.2K 0.17% 34
2024
Q4 		$2.79M Sell
5,519
-14
-0.3% -$7.96K 0.17% 37
2024
Q3 		$3.24M Sell
5,533
-76
-1% -$43K 0.19% 31
2024
Q2 		$2.86M Sell
5,609
-318
-5% -$156K 0.18% 34
2024
Q1 		$2.93M Sell
5,927
-355
-6% -$180K 0.19% 35
2023
Q4 		$3.31M Sell
6,282
-139
-2% -$74.1K 0.23% 31
2023
Q3 		$3.24M Sell
6,421
-50
-0.8% -$24.6K 0.25% 31
2023
Q2 		$3.25M Sell
6,471
-62
-0.9% -$30.3K 0.24% 34
2023
Q1 		$3.09M Sell
6,533
-65
-1% -$31.4K 0.24% 30
2022
Q4 		$3.5M Sell
6,598
-549
-8% -$291K 0.28% 26
2022
Q3 		$3.61M Sell
7,147
-874
-11% -$460K 0.32% 23
2022
Q2 		$4.12M Sell
8,021
-1,252
-14% -$629K 0.35% 21
2022
Q1 		$4.73M Sell
9,273
-926
-9% -$447K 0.36% 23
2021
Q4 		$5.12M Sell
10,199
-714
-7% -$323K 0.38% 27
2021
Q3 		$4.26M Sell
10,913
-237
-2% -$98.2K 0.34% 28
2021
Q2 		$4.46M Sell
11,150
-399
-3% -$159K 0.35% 26
2021
Q1 		$4.3M Sell
11,549
-1,251
-10% -$433K 0.36% 30
2020
Q4 		$4.49M Sell
12,800
-1,031
-7% -$346K 0.4% 32
2020
Q3 		$4.31M Sell
13,831
-991
-7% -$304K 0.44% 28
2020
Q2 		$4.37M Sell
14,822
-4,282
-22% -$1.23M 0.49% 27
2020
Q1 		$4.76M Sell
19,104
-2,296
-11% -$632K 0.64% 29
2019
Q4 		$6.29M Sell
21,400
-4,157
-16% -$1.09M 0.72% 32
2019
Q3 		$5.55M Sell
25,557
-651
-2% -$157K 0.71% 38
2019
Q2 		$6.39M Sell
26,208
-1,000
-4% -$241K 0.84% 27
2019
Q1 		$6.73M Buy
27,208
+431
+2% +$110K 0.93% 27
2018
Q4 		$6.67M Sell
26,777
-368
-1% -$97.2K 1.04% 19
2018
Q3 		$7.22M Sell
27,145
-443
-2% -$115K 1.08% 15
2018
Q2 		$6.77M Sell
27,588
-256
-0.9% -$61.5K 1.04% 15
2018
Q1 		$5.96M Buy
27,844
+62
+0.2% +$14.2K 0.97% 17
2017
Q4 		$6.13M Buy
27,782
+19
+0.1% +$4.03K 0.97% 15
2017
Q3 		$5.44M Buy
27,763
+120
+0.4% +$23.2K 0.9% 21
2017
Q2 		$5.13M Sell
27,643
-7,811
-22% -$1.37M 0.9% 21
2017
Q1 		$5.82M Sell
35,454
-80
-0.2% -$13.1K 1.06% 13
2016
Q4 		$5.69M Sell
35,534
-264
-0.7% -$39.4K 1.09% 15
2016
Q3 		$5.01M Buy
35,798
+175
+0.5% +$24.5K 1% 16
2016
Q2 		$5.1M Sell
35,623
-697
-2% -$92.9K 1.02% 13
2016
Q1 		$4.68M Buy
36,320
+444
+1% +$52.5K 1.09% 14
2015
Q4 		$4.22M Buy
35,876
+416
+1% +$48.6K 1.11% 22
2015
Q3 		$4.11M Sell
35,460
-87
-0.2% -$10.4K 1.14% 19
2015
Q2 		$4.34M Sell
35,547
-453
-1% -$53.6K 1.22% 16
2015
Q1 		$4.26M Sell
36,000
-195
-0.5% -$21.7K 1.1% 20
2014
Q4 		$3.66M Sell
36,195
-435
-1% -$41.2K 0.99% 36
2014
Q3 		$3.16M Sell
36,630
-216
-0.6% -$18.3K 0.88% 50
2014
Q2 		$3.01M Buy
36,846
+44
+0.1% +$3.46K 0.83% 54
2014
Q1 		$3.02M Buy
36,802
+1,208
+3% +$90.9K 0.88% 42
2013
Q4 		$2.68M Sell
35,594
-871
-2% -$62.6K 0.85% 52
2013
Q3 		$2.61M Sell
36,465
-760
-2% -$54.4K 0.88% 41
2013
Q2 		$2.44M Buy
+37,225
New +$2.32M 0.86% 49

Other funds holding UNH

BlackRock
BlackRock New York $5.72T 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 $1.56T 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 Financial Services's UNH Position: Q1 2026 in Review

Strategic Financial Services reduced its UnitedHealth (UNH) stake by 1.8% in Q1 2026, selling an estimated $15.2K and leaving 2,849 shares worth $771K. The position accounts for 0.04% of the portfolio, ranked #88.

Strategic Financial Services first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.22M in Q3 2018. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Strategic Financial Services held 2,849 shares of UnitedHealth worth $771K as of Q1 2026.
  • Strategic Financial Services sold 51 UnitedHealth shares in Q1 2026, an estimated $15.2K.
  • UnitedHealth made up 0.04% of Strategic Financial Services's portfolio in Q1 2026, its #88 holding.
  • Strategic Financial Services first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Strategic Financial Services's UnitedHealth position peaked at $7.22M in Q3 2018.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.