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Stratos Wealth Advisors’s UnitedHealth UNH Stock Holding History

Stratos 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 		$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

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 Wealth Advisors's UNH Position: Q1 2026 in Review

Stratos Wealth Advisors increased its UnitedHealth (UNH) stake by 8.1% in Q1 2026, buying an estimated $132K and bringing the position to 5,895 shares worth $1.6M. The position accounts for 0.1% of the portfolio, ranked #204.

Stratos Wealth Advisors first reported a position in UNH in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.47M in Q4 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Stratos Wealth Advisors held 5,895 shares of UnitedHealth worth $1.6M as of Q1 2026.
  • Stratos Wealth Advisors bought 443 UnitedHealth shares in Q1 2026, an estimated $132K.
  • UnitedHealth made up 0.1% of Stratos Wealth Advisors's portfolio in Q1 2026, its #204 holding.
  • Stratos Wealth Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 29 quarters since.
  • Stratos Wealth Advisors's UnitedHealth position peaked at $3.47M in Q4 2023.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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