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Strategic Investment Advisors’s UnitedHealth UNH Stock Holding History

Strategic Investment 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 		$442K Buy
1,064
+26
+3% +$9.64K 0.03% 230
2026
Q1 		$281K Buy
1,038
+429
+70% +$128K 0.02% 270
2025
Q4 		$201K Buy
+609
New +$206K 0.02% 238
2025
Q3 		– Sell
-1,261
Closed -$390K – 280
2025
Q2 		$390K Sell
1,261
-1,617
-56% -$618K 0.04% 187
2025
Q1 		$1.51M Buy
2,878
+283
+11% +$145K 0.16% 79
2024
Q4 		$1.31M Sell
2,595
-545
-17% -$310K 0.14% 88
2024
Q3 		$1.84M Sell
3,140
-349
-10% -$197K 0.2% 70
2024
Q2 		$1.78M Sell
3,489
-131
-4% -$64.2K 0.22% 67
2024
Q1 		$1.79M Sell
3,620
-57
-2% -$29K 0.23% 63
2023
Q4 		$1.94M Sell
3,677
-220
-6% -$117K 0.28% 57
2023
Q3 		$1.96M Buy
3,897
+104
+3% +$51.2K 0.32% 50
2023
Q2 		$1.82M Buy
3,793
+50
+1% +$24.4K 0.25% 42
2023
Q1 		$1.77M Buy
3,743
+207
+6% +$99.9K 0.32% 49
2022
Q4 		$1.87M Buy
3,536
+175
+5% +$92.7K 0.39% 46
2022
Q3 		$1.7M Buy
3,361
+142
+4% +$74.7K 0.38% 48
2022
Q2 		$1.65M Buy
3,219
+576
+22% +$289K 0.33% 52
2022
Q1 		$1.35M Buy
+2,643
New +$1.27M 0.25% 69
2021
Q4 		– Sell
-4,802
Closed -$1.88M – 193
2021
Q3 		$1.88M Buy
4,802
+426
+10% +$176K 0.41% 48
2021
Q2 		$1.75M Buy
4,376
+189
+5% +$75.4K 0.4% 49
2021
Q1 		$1.56M Sell
4,187
-344
-8% -$119K 0.4% 56
2020
Q4 		$1.59M Buy
4,531
+2,486
+122% +$833K 0.46% 50
2020
Q3 		$637K Buy
2,045
+469
+30% +$144K 0.22% 83
2020
Q2 		$465K Buy
1,576
+86
+6% +$24.6K 0.18% 95
2020
Q1 		$371K Buy
1,490
+144
+11% +$39.6K 0.17% 101
2019
Q4 		$396K Buy
1,346
+277
+26% +$72.5K 0.16% 105
2019
Q3 		$232K Buy
1,069
+105
+11% +$25.3K 0.11% 143
2019
Q2 		$227K Buy
+964
New +$232K 0.12% 130

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 Investment Advisors's UNH Position: Q2 2026 in Review

Strategic Investment Advisors increased its UnitedHealth (UNH) stake by 2.5% in Q2 2026, buying an estimated $9.64K and bringing the position to 1,064 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #230.

Strategic Investment Advisors first reported a position in UNH in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.96M in Q3 2023. 3,393 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Strategic Investment Advisors held 1,064 shares of UnitedHealth worth $442K as of Q2 2026.
  • Strategic Investment Advisors bought 26 UnitedHealth shares in Q2 2026, an estimated $9.64K.
  • UnitedHealth made up 0.03% of Strategic Investment Advisors's portfolio in Q2 2026, its #230 holding.
  • Strategic Investment Advisors first reported a position in UnitedHealth in Q2 2019 and has held it in 27 quarters since.
  • Strategic Investment Advisors's UnitedHealth position peaked at $1.96M in Q3 2023.
  • 3,393 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.