Stratos Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.43M | Sell |
5,841
-54
| -0.9% | -$20K | 0.13% | 149 |
|
|
2026
Q1 | $1.6M | Buy |
5,895
+443
| +8% | +$132K | 0.1% | 204 |
|
|
2025
Q4 | $1.8M | Sell |
5,452
-170
| -3% | -$57.6K | 0.09% | 226 |
|
|
2025
Q3 | $1.94M | Buy |
5,622
+935
| +20% | +$283K | 0.09% | 220 |
|
|
2025
Q2 | $1.46M | Buy |
4,687
+1,573
| +51% | +$601K | 0.08% | 264 |
|
|
2025
Q1 | $1.63M | Buy |
3,114
+629
| +25% | +$322K | 0.09% | 231 |
|
|
2024
Q4 | $1.26M | Sell |
2,485
-965
| -28% | -$548K | 0.06% | 292 |
|
|
2024
Q3 | $2.02M | Sell |
3,450
-36
| -1% | -$20.4K | 0.09% | 235 |
|
|
2024
Q2 | $1.78M | Sell |
3,486
-2,187
| -39% | -$1.07M | 0.09% | 225 |
|
|
2024
Q1 | $2.81M | Sell |
5,673
-921
| -14% | -$468K | 0.17% | 147 |
|
|
2023
Q4 | $3.47M | Buy |
6,594
+36
| +0.5% | +$19.2K | 0.2% | 149 |
|
|
2023
Q3 | $3.31M | Buy |
6,558
+1,948
| +42% | +$959K | 0.22% | 134 |
|
|
2023
Q2 | $2.22M | Buy |
4,610
+326
| +8% | +$159K | 0.16% | 175 |
|
|
2023
Q1 | $2.02M | Buy |
4,284
+28
| +0.7% | +$13.5K | 0.16% | 184 |
|
|
2022
Q4 | $2.26M | Sell |
4,256
-73
| -2% | -$38.7K | 0.19% | 150 |
|
|
2022
Q3 | $2.19M | Sell |
4,329
-728
| -14% | -$383K | 0.23% | 126 |
|
|
2022
Q2 | $2.6M | Sell |
5,057
-250
| -5% | -$126K | 0.24% | 112 |
|
|
2022
Q1 | $2.71M | Buy |
5,307
+944
| +22% | +$455K | 0.22% | 121 |
|
|
2021
Q4 | $2.19M | Buy |
4,363
+889
| +26% | +$402K | 0.16% | 173 |
|
|
2021
Q3 | $1.36M | Buy |
3,474
+845
| +32% | +$350K | 0.12% | 212 |
|
|
2021
Q2 | $1.05M | Buy |
2,629
+1,053
| +67% | +$420K | 0.09% | 234 |
|
|
2021
Q1 | $586K | Buy |
1,576
+830
| +111% | +$288K | 0.06% | 292 |
|
|
2020
Q4 | $262K | Sell |
746
-38
| -5% | -$12.7K | 0.04% | 336 |
|
|
2020
Q3 | $245K | Sell |
784
-37
| -5% | -$11.4K | 0.06% | 279 |
|
|
2020
Q2 | $242K | Buy |
+821
| New | +$235K | 0.07% | 242 |
|
|
2020
Q1 | – | Sell |
-833
| Closed | -$245K | – | 302 |
|
|
2019
Q4 | $245K | Sell |
833
-4,006
| -83% | -$1.05M | 0.14% | 143 |
|
|
2019
Q3 | $1.05M | Buy |
4,839
+276
| +6% | +$66.6K | 0.4% | 66 |
|
|
2019
Q2 | $1.11M | Sell |
4,563
-209
| -4% | -$50.3K | 0.44% | 58 |
|
|
2019
Q1 | $1.18M | Buy |
4,772
+271
| +6% | +$69.1K | 0.64% | 39 |
|
|
2018
Q4 | $1.12M | Buy |
+4,501
| New | +$1.19M | 0.75% | 31 |
|
Other funds holding UNH
Stratos Wealth Advisors's UNH Position: Q2 2026 in Review
Stratos Wealth Advisors reduced its UnitedHealth (UNH) stake by 0.92% in Q2 2026, selling an estimated $20K and leaving 5,841 shares worth $2.43M. The position accounts for 0.13% of the portfolio, ranked #149.
Stratos Wealth Advisors first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.47M in Q4 2023. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Stratos Wealth Advisors held 5,841 shares of UnitedHealth worth $2.43M as of Q2 2026.
- Stratos Wealth Advisors sold 54 UnitedHealth shares in Q2 2026, an estimated $20K.
- UnitedHealth made up 0.13% of Stratos Wealth Advisors's portfolio in Q2 2026, its #149 holding.
- Stratos Wealth Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
- Stratos Wealth Advisors's UnitedHealth position peaked at $3.47M in Q4 2023.
- 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.