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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
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 $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

Strategies Wealth Advisors's UNH Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its UnitedHealth (UNH) stake by 16% in Q1 2026, selling an estimated $110K and leaving 1,879 shares worth $508K. The position accounts for 0.05% of the portfolio, ranked #103.

Strategies Wealth Advisors first reported a position in UNH in Q1 2025 and has held it in 5 quarters since. The position peaked at $755K in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Strategies Wealth Advisors held 1,879 shares of UnitedHealth worth $508K as of Q1 2026.
  • Strategies Wealth Advisors sold 368 UnitedHealth shares in Q1 2026, an estimated $110K.
  • UnitedHealth made up 0.05% of Strategies Wealth Advisors's portfolio in Q1 2026, its #103 holding.
  • Strategies Wealth Advisors first reported a position in UnitedHealth in Q1 2025 and has held it in 5 quarters since.
  • Strategies Wealth Advisors's UnitedHealth position peaked at $755K in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.