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Strive Financial Group’s UnitedHealth UNH Stock Holding History

Strive Financial Group’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
Q2 		$8.73K Sell
21
-178
-89% -$66K ﹤0.01% 465
2026
Q1 		$54K Buy
199
+2
+1% +$596 0.03% 219
2025
Q4 		$65K Buy
+197
New +$66.8K 0.03% 199

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Strive Financial Group's UNH Position: Q2 2026 in Review

Strive Financial Group reduced its UnitedHealth (UNH) stake by 89% in Q2 2026, selling an estimated $66K and leaving 21 shares worth $8.73K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Strive Financial Group first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. The position peaked at $65K in Q4 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Strive Financial Group held 21 shares of UnitedHealth worth $8.73K as of Q2 2026.
  • Strive Financial Group sold 178 UnitedHealth shares in Q2 2026, an estimated $66K.
  • UnitedHealth made up ﹤0.01% of Strive Financial Group's portfolio in Q2 2026, its #465 holding.
  • Strive Financial Group first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • Strive Financial Group's UnitedHealth position peaked at $65K in Q4 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.