Strategic Investment Solutions’s UnitedHealth UNH Stock Holding History

Strategic Investment Solutions’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	$48.8K	Sell	117 -280	-71%	-$104K	0.01%	266
2026 Q1	$107K	Buy	397 +52	+15%	+$15.5K	0.03%	192
2025 Q4	$114K	Sell	345 -1,387	-80%	-$470K	0.03%	171
2025 Q3	$374K	Buy	1,732 +1,532	+766%	+$463K	0.1%	103
2025 Q2	$62.4K	Buy	+200	New	+$76.4K	0.02%	190
2025 Q1	–	Sell	-10	Closed	-$5.06K	–	681
2024 Q4	$5.06K	Buy	+10	New	+$5.68K	﹤0.01%	452
2023 Q4	$39K	Sell	74 -4,621	-98%	-$2.46M	0.01%	528
2023 Q3	$2.31M	Buy	4,695 +4,621	+6,245%	+$2.27M	0.03%	212
2023 Q2	$36.5K	Hold	74	–	–	0.01%	357
2023 Q1	$35K	Buy	+74	New	+$35.7K	0.01%	432

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Strategic Investment Solutions's UNH Position: Q2 2026 in Review

Strategic Investment Solutions reduced its UnitedHealth (UNH) stake by 71% in Q2 2026, selling an estimated $104K and leaving 117 shares worth $48.8K. The position accounts for 0.01% of the portfolio, ranked #266.

Strategic Investment Solutions first reported a position in UNH in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.31M in Q3 2023. 1,718 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Strategic Investment Solutions held 117 shares of UnitedHealth worth $48.8K as of Q2 2026.
Strategic Investment Solutions sold 280 UnitedHealth shares in Q2 2026, an estimated $104K.
UnitedHealth made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #266 holding.
Strategic Investment Solutions first reported a position in UnitedHealth in Q1 2023 and has held it in 10 quarters since.
Strategic Investment Solutions's UnitedHealth position peaked at $2.31M in Q3 2023.
1,718 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.