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Stratos Investment Management’s UnitedHealth UNH Stock Holding History

Stratos Investment Management’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 		$554K Sell
2,048
-489
-19% -$146K 0.02% 240
2025
Q4 		$838K Sell
2,537
-25
-1% -$8.47K 0.03% 186
2025
Q3 		$885K Sell
2,562
-10,501
-80% -$3.18M 0.04% 182
2025
Q2 		$4.08M Sell
13,063
-7,053
-35% -$2.7M 0.19% 93
2025
Q1 		$10.5M Buy
20,116
+3,861
+24% +$1.97M 0.56% 41
2024
Q4 		$8.22M Sell
16,255
-594
-4% -$338K 0.49% 51
2024
Q3 		$9.85M Sell
16,849
-816
-5% -$462K 0.69% 40
2024
Q2 		$9M Buy
17,665
+1,326
+8% +$650K 0.75% 35
2024
Q1 		$8.08M Buy
16,339
+663
+4% +$337K 0.79% 36
2023
Q4 		$8.25M Buy
15,676
+157
+1% +$83.7K 0.98% 29
2023
Q3 		$7.82M Buy
15,519
+936
+6% +$461K 1.17% 25
2023
Q2 		$7.01M Buy
14,583
+2,269
+18% +$1.11M 1.08% 27
2023
Q1 		$5.82M Buy
12,314
+276
+2% +$133K 0.98% 28
2022
Q4 		$6.38M Sell
12,038
-45
-0.4% -$23.8K 1.14% 26
2022
Q3 		$6.1M Sell
12,083
-2,199
-15% -$1.16M 1.23% 25
2022
Q2 		$7.34M Sell
14,282
-200
-1% -$100K 1.39% 23
2022
Q1 		$7.38M Sell
14,482
-517
-3% -$249K 1.23% 27
2021
Q4 		$7.53M Sell
14,999
-865
-5% -$392K 1.19% 28
2021
Q3 		$6.2M Buy
15,864
+4,199
+36% +$1.74M 1.08% 28
2021
Q2 		$4.67M Buy
11,665
+750
+7% +$299K 1.29% 22
2021
Q1 		$4.06M Sell
10,915
-374
-3% -$130K 1.28% 23
2020
Q4 		$3.96M Buy
11,289
+4,312
+62% +$1.45M 1.25% 25
2020
Q3 		$2.17M Buy
6,977
+234
+3% +$71.9K 0.79% 40
2020
Q2 		$1.99M Buy
6,743
+467
+7% +$134K 0.84% 36
2020
Q1 		$1.56M Sell
6,276
-1,306
-17% -$359K 0.83% 40
2019
Q4 		$2.23M Buy
7,582
+2,516
+50% +$658K 1.03% 23
2019
Q3 		$1.1M Buy
5,066
+1,003
+25% +$242K 0.62% 42
2019
Q2 		$992K Buy
+4,063
New +$977K 0.63% 42

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

Stratos Investment Management's UNH Position: Q1 2026 in Review

Stratos Investment Management reduced its UnitedHealth (UNH) stake by 19% in Q1 2026, selling an estimated $146K and leaving 2,048 shares worth $554K. The position accounts for 0.02% of the portfolio, ranked #240.

Stratos Investment Management first reported a position in UNH in Q2 2019 and has held it in 28 quarters since. The position peaked at $10.5M in Q1 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Stratos Investment Management held 2,048 shares of UnitedHealth worth $554K as of Q1 2026.
  • Stratos Investment Management sold 489 UnitedHealth shares in Q1 2026, an estimated $146K.
  • UnitedHealth made up 0.02% of Stratos Investment Management's portfolio in Q1 2026, its #240 holding.
  • Stratos Investment Management first reported a position in UnitedHealth in Q2 2019 and has held it in 28 quarters since.
  • Stratos Investment Management's UnitedHealth position peaked at $10.5M in Q1 2025.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.