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Strategies Wealth Advisors’s UnitedHealth UNH Stock Holding History

Strategies Wealth 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 		$777K Sell
1,869
-10
-0.5% -$3.71K 0.07% 93
2026
Q1 		$508K Sell
1,879
-368
-16% -$110K 0.05% 103
2025
Q4 		$742K Buy
2,247
+61
+3% +$20.7K 0.07% 71
2025
Q3 		$755K Buy
2,186
+1,060
+94% +$321K 0.08% 75
2025
Q2 		$351K Buy
1,126
+120
+12% +$45.9K 0.04% 126
2025
Q1 		$527K Buy
+1,006
New +$514K 0.06% 91

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 $3.37T AUM 44.26% 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

Strategies Wealth Advisors's UNH Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its UnitedHealth (UNH) stake by 0.53% in Q2 2026, selling an estimated $3.71K and leaving 1,869 shares worth $777K. The position accounts for 0.07% of the portfolio, ranked #93.

Strategies Wealth Advisors first reported a position in UNH in Q1 2025 and has held it in 6 quarters since. 3,388 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Strategies Wealth Advisors held 1,869 shares of UnitedHealth worth $777K as of Q2 2026.
  • Strategies Wealth Advisors sold 10 UnitedHealth shares in Q2 2026, an estimated $3.71K.
  • UnitedHealth made up 0.07% of Strategies Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Strategies Wealth Advisors first reported a position in UnitedHealth in Q1 2025 and has held it in 6 quarters since.
  • 3,388 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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