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BKM Wealth Management’s UnitedHealth UNH Stock Holding History

BKM Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,726
Closed -$1.79M – 166
2025
Q2 		$1.79M Buy
5,726
+1,296
+29% +$495K 0.7% 47
2025
Q1 		$2.32M Sell
4,430
-1,497
-25% -$765K 0.96% 31
2024
Q4 		$3M Buy
5,927
+454
+8% +$258K 1.23% 19
2024
Q3 		$3.2M Buy
5,473
+512
+10% +$290K 1.3% 19
2024
Q2 		$2.53M Sell
4,961
-196
-4% -$96.1K 1.21% 19
2024
Q1 		$2.55M Buy
5,157
+1,328
+35% +$675K 1.1% 21
2023
Q4 		$2.02M Buy
+3,829
New +$2.04M 0.86% 25

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BKM Wealth Management's UNH Position: Q3 2025 in Review

BKM Wealth Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 5,726 shares — an estimated $1.79M sold.

BKM Wealth Management first reported a position in UNH in Q4 2023 and held it in 7 quarters. The position peaked at $3.2M in Q3 2024. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • BKM Wealth Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • BKM Wealth Management sold 5,726 UnitedHealth shares in Q3 2025, an estimated $1.79M.
  • BKM Wealth Management first reported a position in UnitedHealth in Q4 2023 and held it in 7 quarters.
  • BKM Wealth Management's UnitedHealth position peaked at $3.2M in Q3 2024.
  • 3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on BKM Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.