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Stratos Wealth Partners’s UnitedHealth UNH Stock Holding History

Stratos Wealth Partners’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 		$8.41M Sell
31,086
-1,936
-6% -$577K 0.1% 223
2025
Q4 		$10.9M Buy
33,022
+2,082
+7% +$706K 0.12% 174
2025
Q3 		$10.7M Buy
30,940
+4,069
+15% +$1.23M 0.13% 168
2025
Q2 		$8.38M Buy
26,871
+11,717
+77% +$4.48M 0.11% 189
2025
Q1 		$7.94M Sell
15,154
-4,951
-25% -$2.53M 0.12% 176
2024
Q4 		$10.2M Buy
20,105
+214
+1% +$122K 0.14% 143
2024
Q3 		$11.6M Buy
19,891
+8
+0% +$4.53K 0.17% 122
2024
Q2 		$10.1M Sell
19,883
-1,799
-8% -$882K 0.16% 135
2024
Q1 		$10.7M Buy
21,682
+519
+2% +$264K 0.18% 126
2023
Q4 		$11.1M Buy
21,163
+497
+2% +$265K 0.21% 106
2023
Q3 		$10.4M Buy
20,666
+711
+4% +$350K 0.22% 95
2023
Q2 		$9.59M Buy
19,955
+4,355
+28% +$2.13M 0.22% 102
2023
Q1 		$7.37M Sell
15,600
-3,935
-20% -$1.9M 0.2% 112
2022
Q4 		$10.4M Buy
19,535
+553
+3% +$293K 0.26% 79
2022
Q3 		$9.59M Sell
18,982
-352
-2% -$185K 0.27% 79
2022
Q2 		$9.93M Buy
19,334
+1,623
+9% +$815K 0.25% 81
2022
Q1 		$9.03M Buy
17,711
+5,414
+44% +$2.61M 0.2% 109
2021
Q4 		$6.17M Sell
12,297
-38
-0.3% -$17.2K 0.14% 159
2021
Q3 		$4.82M Buy
12,335
+312
+3% +$129K 0.12% 184
2021
Q2 		$4.82M Buy
12,023
+310
+3% +$124K 0.12% 190
2021
Q1 		$4.36M Sell
11,713
-325
-3% -$113K 0.12% 188
2020
Q4 		$4.22M Sell
12,038
-279
-2% -$93.5K 0.13% 182
2020
Q3 		$3.84M Buy
12,317
+151
+1% +$46.4K 0.13% 177
2020
Q2 		$3.59M Buy
12,166
+178
+1% +$51K 0.13% 175
2020
Q1 		$2.99M Buy
11,988
+692
+6% +$190K 0.14% 154
2019
Q4 		$3.32M Sell
11,296
-179
-2% -$46.8K 0.13% 173
2019
Q3 		$2.49M Sell
11,475
-135
-1% -$32.6K 0.11% 206
2019
Q2 		$2.83M Buy
11,610
+751
+7% +$181K 0.12% 177
2019
Q1 		$2.69M Sell
10,859
-1,567
-13% -$400K 0.12% 184
2018
Q4 		$3.1M Sell
12,426
-884
-7% -$234K 0.16% 142
2018
Q3 		$3.54M Buy
13,310
+1,180
+10% +$307K 0.16% 135
2018
Q2 		$2.98M Sell
12,130
-276
-2% -$66.3K 0.13% 174
2018
Q1 		$2.65M Buy
12,406
+818
+7% +$187K 0.11% 194
2017
Q4 		$2.56M Sell
11,588
-4,761
-29% -$1.01M 0.11% 193
2017
Q3 		$3.2M Sell
16,349
-3,855
-19% -$745K 0.15% 147
2017
Q2 		$3.75M Buy
20,204
+5,788
+40% +$1.01M 0.19% 118
2017
Q1 		$2.36M Buy
14,416
+3,839
+36% +$629K 0.13% 156
2016
Q4 		$1.69M Sell
10,577
-796
-7% -$119K 0.11% 192
2016
Q3 		$1.59M Buy
11,373
+1,018
+10% +$143K 0.11% 177
2016
Q2 		$1.46M Sell
10,355
-1,846
-15% -$246K 0.11% 178
2016
Q1 		$1.57M Buy
12,201
+811
+7% +$95.9K 0.13% 139
2015
Q4 		$1.34M Sell
11,390
-5,534
-33% -$647K 0.11% 146
2015
Q3 		$1.96M Buy
16,924
+6,514
+63% +$780K 0.25% 84
2015
Q2 		$1.27M Sell
10,410
-3,305
-24% -$391K 0.16% 128
2015
Q1 		$1.62M Buy
13,715
+357
+3% +$39.6K 0.19% 109
2014
Q4 		$1.35M Buy
13,358
+5,988
+81% +$568K 0.24% 102
2014
Q3 		$636K Buy
7,370
+825
+13% +$69.7K 0.15% 138
2014
Q2 		$533K Buy
+6,545
New +$515K 0.18% 143

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 Partners's UNH Position: Q1 2026 in Review

Stratos Wealth Partners reduced its UnitedHealth (UNH) stake by 5.9% in Q1 2026, selling an estimated $577K and leaving 31,086 shares worth $8.41M. The position accounts for 0.1% of the portfolio, ranked #223.

Stratos Wealth Partners first reported a position in UNH in Q2 2014 and has held it in 48 quarters since. The position peaked at $11.6M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Stratos Wealth Partners held 31,086 shares of UnitedHealth worth $8.41M as of Q1 2026.
  • Stratos Wealth Partners sold 1,936 UnitedHealth shares in Q1 2026, an estimated $577K.
  • UnitedHealth made up 0.1% of Stratos Wealth Partners's portfolio in Q1 2026, its #223 holding.
  • Stratos Wealth Partners first reported a position in UnitedHealth in Q2 2014 and has held it in 48 quarters since.
  • Stratos Wealth Partners's UnitedHealth position peaked at $11.6M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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