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Stratos Wealth Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1707202 BEACHWOOD, OH

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$2,427,694
+$832,566 QoQ
Shares Held
5,841
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,304
of 3,349 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Stratos Wealth Advisors, LLC holds $2,871,993 across 3 Healthcare Plans names. UNH ranks #1 (84.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UNH
Unitedhealth Group Inc
This page
5,841 $2,427,694

All Filings in UNH

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,427,694 5,841
2026-03-31 $1,595,128 5,895
2025-12-31 $1,799,759 5,452
2025-09-30 $1,941,276 5,622
2025-06-30 $1,462,203 4,687
2025-03-31 $1,630,957 3,114
2024-12-31 $1,257,062 2,485
2024-09-30 $2,017,146 3,450
2024-06-30 $1,775,280 3,486
2024-03-31 $2,806,433 5,673
2023-12-31 $3,471,543 6,594
2023-09-30 $3,306,478 6,558
2023-06-30 $2,215,750 4,610
2023-03-31 $2,024,575 4,284
2022-12-31 $2,256,446 4,256
2022-09-30 $2,186,318 4,329
2022-06-30 $2,597,426 5,057
2022-03-31 $2,706,410 5,307
2021-12-31 $2,190,836 4,363
2021-09-30 $1,357,430 3,474
2021-06-30 $1,052,756 2,629
2021-03-31 $586,382 1,576
2020-12-31 $261,607 746
2020-09-30 $244,427 784
2020-06-30 $242,153 821