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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
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 $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 Investment Advisors's UNH Position: Q1 2026 in Review

Strategic Investment Advisors increased its UnitedHealth (UNH) stake by 70% in Q1 2026, buying an estimated $128K and bringing the position to 1,038 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #270.

Strategic Investment Advisors first reported a position in UNH in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.96M in Q3 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Strategic Investment Advisors held 1,038 shares of UnitedHealth worth $281K as of Q1 2026.
  • Strategic Investment Advisors bought 429 UnitedHealth shares in Q1 2026, an estimated $128K.
  • UnitedHealth made up 0.02% of Strategic Investment Advisors's portfolio in Q1 2026, its #270 holding.
  • Strategic Investment Advisors first reported a position in UnitedHealth in Q2 2019 and has held it in 26 quarters since.
  • Strategic Investment Advisors's UnitedHealth position peaked at $1.96M in Q3 2023.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.