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UnitedHealth shares owned by Strata Wealth Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Strata Wealth Advisors from 13F filings

Historical chart of Strata Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Strata Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $369k 888 415.63
2025-06-30 $348k 1.1k 311.97
2025-03-31 $476k 908 523.75
2024-12-31 $475k 938 505.86
2024-09-30 $582k 996 584.68
2024-06-30 $453k 889 509.26

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View all positions for Strata Wealth Advisors

Top funds holding UnitedHealth

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
T. Rowe Price Associates
Susquehanna International
Jpmorgan Chase & Co
Charles Schwab Investment Management
Sixth Street Partners Management Company
Jane Street
Morgan Stanley
Citadel Advisors

View all funds holding UnitedHealth