SEC 13F Intelligence

Steward Partners Investment Advisory, LLC / UNH

Steward Partners Investment Advisory, LLC’s Unitedhealth Group Inc Position

Does Steward Partners Investment Advisory, LLC own Unitedhealth Group Inc (UNH)? Yes — 96.0K shares worth $26M (+0.13% of its 13F portfolio) as of Q1 2026, down from 104.1K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
96.0K
% of Portfolio
+0.13%
Quarters Held
30
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $28MQ4 ’18Q1 ’19: $31MQ2 ’19: $27MQ3 ’19: $26MQ4 ’19: $34MQ4 ’19Q1 ’20: $20MQ2 ’20: $23MQ3 ’20: $28MQ4 ’20: $33MQ4 ’20Q1 ’21: $75.4BQ2 ’21: $39MQ3 ’21: $41MQ4 ’21: $57MQ4 ’21Q1 ’22: $58MQ2 ’22: $60MQ3 ’22: $61MQ4 ’22: $66MQ4 ’22Q1 ’23: $58MQ2 ’23: $62MQ3 ’23: $68MQ4 ’23: $74MQ4 ’23Q1 ’24: $59MQ2 ’24: $53MQ3 ’24: $70MQ4 ’24: $62MQ4 ’24Q1 ’25: $62MQ2 ’25: $34MQ3 ’25: $38MQ4 ’25: $34MQ4 ’25Q1 ’26: $26Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202696.0K$26M+0.13%
Q4 2025104.1K$34M+0.19%
Q3 2025111.5K$38M+0.22%
Q2 2025108.3K$34M+0.26%
Q1 2025117.6K$62M+0.54%
Q4 2024121.7K$62M+0.55%
Q3 2024119.8K$70M+0.65%
Q2 2024103.7K$53M+0.56%
Q1 2024118.3K$59M+0.65%
Q4 2023140.0K$74M+1.00%
Q3 2023134.9K$68M+1.05%
Q2 2023128.6K$62M+0.93%
Q1 2023122.3K$58M+0.92%
Q4 2022123.6K$66M+1.12%
Q3 2022120.9K$61M+1.14%
Q2 2022117.1K$60M+1.10%
Q1 2022113.4K$58M+0.90%
Q4 2021113.4K$57M+0.87%
Q3 2021104.3K$41M+0.70%
Q2 202196.5K$39M+0.65%
Q1 2021202.5K$75.4B+0.66%
Q4 202093.1K$33M+0.71%
Q3 202089.0K$28M+0.70%
Q2 202079.7K$23M+0.67%
Q1 202079.9K$20M+0.73%
Q4 2019116.8K$34M+1.01%
Q3 2019117.7K$26M+0.86%
Q2 2019111.6K$27M+1.00%
Q1 2019123.4K$31M+1.29%
Q4 2018114.2K$28M+1.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Steward Partners Investment Advisory, LLC’s full portfolio or all institutional holders of UNH.