Caliber Wealth Management (Kansas)’s UnitedHealth UNH Stock Holding History

Caliber Wealth Management (Kansas)’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
2026 Q2	$3.88M	Sell	9,338 -5,089	-35%	-$1.89M	0.37%	55
2026 Q1	$3.9M	Buy	14,427 +1,059	+8%	+$315K	0.43%	47
2025 Q4	$4.41M	Buy	13,368 +1,882	+16%	+$638K	0.47%	39
2025 Q3	$3.97M	Buy	11,486 +1,126	+11%	+$341K	0.44%	47
2025 Q2	$3.23M	Buy	10,360 +3,148	+44%	+$1.2M	0.35%	60
2025 Q1	$3.78M	Buy	+7,212	New	+$3.69M	0.52%	40

Other funds holding UNH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s UNH Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its UnitedHealth (UNH) stake by 35% in Q2 2026, selling an estimated $1.89M and leaving 9,338 shares worth $3.88M. The position accounts for 0.37% of the portfolio, ranked #55.

Caliber Wealth Management (Kansas) first reported a position in UNH in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.41M in Q4 2025. 1,282 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Caliber Wealth Management (Kansas) held 9,338 shares of UnitedHealth worth $3.88M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 5,089 UnitedHealth shares in Q2 2026, an estimated $1.89M.
UnitedHealth made up 0.37% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #55 holding.
Caliber Wealth Management (Kansas) first reported a position in UnitedHealth in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s UnitedHealth position peaked at $4.41M in Q4 2025.
1,282 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.