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UP Strategic Wealth Investment Advisors’s UnitedHealth UNH Stock Holding History

UP Strategic Wealth Investment 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 		$512K Hold
1,386
– – 0.32% 51
2025
Q4 		$383K Sell
1,386
-1,532
-53% -$519K 0.28% 58
2025
Q3 		$1.05M Buy
2,918
+714
+32% +$216K 0.79% 24
2025
Q2 		$688K Sell
2,204
-214
-9% -$81.8K 0.54% 30
2025
Q1 		$1.27M Buy
2,418
+214
+10% +$109K 1.13% 15
2024
Q4 		$1.11M Sell
2,204
-202
-8% -$115K 1.11% 17
2024
Q3 		$1.41M Buy
2,406
+169
+8% +$95.6K 1.57% 13
2024
Q2 		$1.14M Buy
2,237
+5
+0.2% +$2.45K 1.73% 13
2024
Q1 		$1.1M Hold
2,232
– – 1.81% 12
2023
Q4 		$1.18M Buy
+2,232
New +$1.19M 2.14% 11

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

UP Strategic Wealth Investment Advisors's UNH Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its UnitedHealth (UNH) position steady in Q1 2026 at 1,386 shares worth $512K. The position accounts for 0.32% of the portfolio, ranked #51.

UP Strategic Wealth Investment Advisors first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.41M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 1,386 shares of UnitedHealth worth $512K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors left its UnitedHealth share count unchanged in Q1 2026.
  • UnitedHealth made up 0.32% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #51 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
  • UP Strategic Wealth Investment Advisors's UnitedHealth position peaked at $1.41M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.