Stratos Investment Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1707206 BEACHWOOD, OH

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$955,533

+$401,365 QoQ

Shares Held

2,299

+12.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,852

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Stratos Investment Management, LLC holds $1,735,953 across 3 Healthcare Plans names. UNH ranks #1 (55.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	2,299	$955,533
2	CI	Cigna Group	1,510	$416,276
3	CVS	CVS HEALTH Corp	3,520	$364,144

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$955,533	2,299	+12.3%	Shares	Sole	2026-08-11
2026-03-31	$554,168	2,048	-19.3%	Shares	Sole	2026-04-28
2025-12-31	$837,489	2,537	-1.0%	Shares	Sole	2026-01-20
2025-09-30	$884,658	2,562	-80.4%	Shares	Sole	2025-11-06
2025-06-30	$4,075,264	13,063	-35.1%	Shares	Sole	2025-07-29
2025-03-31	$10,535,755	20,116	+23.8%	Shares	Sole	2025-04-30
2024-12-31	$8,222,754	16,255	-3.5%	Shares	Sole	2025-01-27
2024-09-30	$9,851,273	16,849	-4.6%	Shares	Sole	2024-10-17
2024-06-30	$8,996,077	17,665	+8.1%	Shares	Sole	2024-07-24
2024-03-31	$8,082,903	16,339	+4.2%	Shares	Sole	2024-04-16
2023-12-31	$8,252,943	15,676	+1.0%	Shares	Sole	2024-01-24
2023-09-30	$7,824,524	15,519	+6.4%	Shares	Sole	2023-10-24
2023-06-30	$7,009,173	14,583	+18.4%	Shares	Sole	2023-07-18
2023-03-31	$5,819,473	12,314	+2.3%	Shares	Sole	2023-05-01
2022-12-31	$6,382,306	12,038	-0.4%	Shares	Sole	2023-01-19
2022-09-30	$6,102,398	12,083	-15.4%	Shares	Sole	2022-10-24
2022-06-30	$7,335,663	14,282	-1.4%	Shares	Sole	2022-09-06
2022-03-31	$7,385,385	14,482	-3.4%	Shares	Sole	2022-04-26
2021-12-31	$7,531,597	14,999	-5.5%	Shares	Sole	2022-01-14
2021-09-30	$6,198,699	15,864	+36.0%	Shares	Sole	2021-10-19
2021-06-30	$4,671,132	11,665	+6.9%	Shares	Sole	2021-07-19
2021-03-31	$4,061,144	10,915	-3.3%	Shares	Sole	2021-04-27
2020-12-31	$3,958,826	11,289	+61.8%	Shares	Sole	2021-01-29
2020-09-30	$2,175,219	6,977	+3.5%	Shares	Sole	2020-10-29
2020-06-30	$1,988,847	6,743	+7.4%	Shares	Sole	2020-07-28
2020-03-31	$1,565,108	6,276	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.