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Strategic Wealth Partners’s UnitedHealth UNH Stock Holding History

Strategic Wealth Partners’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 		$355K Sell
1,314
-206
-14% -$61.3K 0.02% 234
2025
Q4 		$502K Sell
1,520
-2,917
-66% -$989K 0.03% 205
2025
Q3 		$1.53M Sell
4,437
-843
-16% -$255K 0.11% 129
2025
Q2 		$1.65M Buy
+5,280
New +$2.02M 0.13% 115
2024
Q4 		$7.01M Buy
13,202
+6,860
+108% +$3.9M 0.58% 63
2024
Q3 		$3.71M Sell
6,342
-349
-5% -$197K 0.36% 79
2024
Q2 		$3.41M Sell
6,691
-1,250
-16% -$613K 0.36% 81
2024
Q1 		$3.93M Buy
7,941
+984
+14% +$500K 0.43% 77
2023
Q4 		$3.66M Sell
6,957
-176
-2% -$93.9K 0.45% 74
2023
Q3 		$3.6M Sell
7,133
-1,447
-17% -$712K 0.47% 60
2023
Q2 		$4.12M Buy
8,580
+2,514
+41% +$1.23M 0.53% 49
2023
Q1 		$2.87M Sell
6,066
-62
-1% -$29.9K 0.44% 65
2022
Q4 		$3.25M Buy
6,128
+209
+4% +$111K 0.6% 46
2022
Q3 		$2.99M Sell
5,919
-1
-0% -$526 0.63% 45
2022
Q2 		$3.04M Sell
5,920
-511
-8% -$257K 0.66% 47
2022
Q1 		$3.28M Sell
6,431
-368
-5% -$177K 0.64% 41
2021
Q4 		$3.41M Buy
6,799
+291
+4% +$132K 0.65% 48
2021
Q3 		$2.54M Buy
6,508
+1,237
+23% +$512K 0.75% 32
2021
Q2 		$2.11M Buy
5,271
+2,887
+121% +$1.15M 0.69% 36
2021
Q1 		$887K Buy
+2,384
New +$826K 0.35% 71
2020
Q2 		– Sell
-699
Closed -$205K – 166
2020
Q1 		$205K Hold
699
– – 0.11% 131
2019
Q4 		$205K Sell
699
-454
-39% -$119K 0.11% 131
2019
Q3 		$99.4K Buy
1,153
+356
+45% +$85.9K 0.51% 56
2019
Q2 		$194K Buy
797
+283
+55% +$68.1K 0.09% 134
2019
Q1 		$126K Buy
514
+107
+26% +$27.3K 0.06% 165
2018
Q4 		$102K Buy
407
+55
+16% +$14.5K 0.05% 173
2018
Q3 		$94K Hold
352
– – 0.05% 183
2018
Q2 		$86K Sell
352
-9
-2% -$2.16K 0.05% 207
2018
Q1 		$77K Buy
361
+9
+3% +$2.06K 0.04% 211
2017
Q4 		$75K Buy
+352
New +$74.6K 0.04% 194

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 Wealth Partners's UNH Position: Q1 2026 in Review

Strategic Wealth Partners reduced its UnitedHealth (UNH) stake by 14% in Q1 2026, selling an estimated $61.3K and leaving 1,314 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #234.

Strategic Wealth Partners first reported a position in UNH in Q4 2017 and has held it in 30 quarters since. The position peaked at $7.01M in Q4 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Strategic Wealth Partners held 1,314 shares of UnitedHealth worth $355K as of Q1 2026.
  • Strategic Wealth Partners sold 206 UnitedHealth shares in Q1 2026, an estimated $61.3K.
  • UnitedHealth made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #234 holding.
  • Strategic Wealth Partners first reported a position in UnitedHealth in Q4 2017 and has held it in 30 quarters since.
  • Strategic Wealth Partners's UnitedHealth position peaked at $7.01M in Q4 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.