Question 1

How many shares of UNH does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 101,901 shares of UNH (UNITEDHEALTH GROUP INC).

Question 2

What is Steward Partners Investment Advisory, LLC's UNH position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's UNH position is worth $42.4M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling UNH?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their UNH position (+6.2% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy UNH?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in UNH in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	101,901	+6.2%	$42.4M	0.2%	$415.63	37
2026-Q1	Decreased	95,962	-7.9%	$26M	0.1%	$289.21	0
2025-Q4	Decreased	104,147	-6.6%	$34.4M	0.2%	$332.16	0
2025-Q3	Increased	111,462	+2.9%	$38.5M	0.2%	$342.87	36
2025-Q2	Decreased	108,342	-7.9%	$33.8M	0.3%	$305.12	0
2025-Q1	Decreased	117,616	-3.4%	$61.6M	0.5%	$505.79	0
2024-Q4	Increased	121,738	+1.6%	$61.6M	0.5%	$495.60	42
2024-Q3	Increased	119,832	+15.6%	$70.1M	0.6%	$565.70	48
2024-Q2	Decreased	103,698	-12.4%	$52.8M	0.6%	$493.37	0
2024-Q1	Decreased	118,325	-15.5%	$58.5M	0.6%	$477.24	0
2023-Q4	Increased	140,005	+3.8%	$73.7M	1.0%	$505.90	43
2023-Q3	Increased	134,864	+4.8%	$68M	1.0%	$482.84	49
2023-Q2	Increased	128,624	+5.2%	$61.8M	0.9%	$454.49	44
2023-Q1	Decreased	122,272	-1.1%	$57.8M	0.9%	$446.58	0
2022-Q4	Increased	123,615	+2.3%	$65.5M	1.1%	$501.90	48
2022-Q3	Increased	120,875	+3.2%	$61M	1.1%	$480.21	48
2022-Q2	Increased	117,130	+3.3%	$60.2M	1.1%	$485.18	48
2022-Q1	Increased	113,447	+0.1%	$57.9M	0.9%	$488.25	41
2021-Q4	Increased	113,373	+8.7%	$56.9M	0.9%	$471.49	45
2021-Q3	Increased	104,346	+8.1%	$40.8M	0.7%	$373.05	44
2021-Q2	Decreased	96,526	-52.3%	$38.7M	0.7%	$369.60	0
2021-Q1	Increased	202,534	+117.4%	$37.7B	0.7%	$345.55	73
2020-Q4	Increased	93,145	+4.7%	$32.7M	0.7%	$317.99	43
2020-Q3	Increased	89,008	+11.7%	$27.8M	0.7%	$279.34	45
2020-Q2	Decreased	79,672	-0.3%	$23.5M	0.7%	$265.03	0
2020-Q1	Decreased	79,874	-31.6%	$19.9M	0.7%	$228.85	0
2019-Q4	Decreased	116,752	-0.8%	$34.3M	1.0%	$266.47	0
2019-Q3	Increased	117,684	+5.4%	$25.6M	0.9%	$194.45	43
2019-Q2	Decreased	111,612	-9.5%	$27.2M	1.0%	$219.39	0
2019-Q1	New	123,358	-	$30.5M	1.3%	$221.33	66

UNH30 quarters

UNH
30 quarters