Gerber Kawasaki Wealth & Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $392K | Buy |
+943
| New | +$350K | 0.01% | 264 |
|
|
2026
Q1 | – | Sell |
-967
| Closed | -$319K | – | 371 |
|
|
2025
Q4 | $319K | Sell |
967
-41
| -4% | -$13.9K | 0.01% | 274 |
|
|
2025
Q3 | $348K | Sell |
1,008
-504
| -33% | -$152K | 0.01% | 257 |
|
|
2025
Q2 | $472K | Buy |
1,512
+254
| +20% | +$97.1K | 0.02% | 210 |
|
|
2025
Q1 | $659K | Buy |
1,258
+82
| +7% | +$41.9K | 0.03% | 169 |
|
|
2024
Q4 | $595K | Buy |
1,176
+26
| +2% | +$14.8K | 0.03% | 174 |
|
|
2024
Q3 | $673K | Sell |
1,150
-103
| -8% | -$58.3K | 0.03% | 157 |
|
|
2024
Q2 | $639K | Buy |
1,253
+119
| +10% | +$58.3K | 0.03% | 151 |
|
|
2024
Q1 | $561K | Buy |
1,134
+197
| +21% | +$100K | 0.03% | 163 |
|
|
2023
Q4 | $493K | Sell |
937
-65
| -6% | -$34.7K | 0.03% | 161 |
|
|
2023
Q3 | $505K | Buy |
1,002
+56
| +6% | +$27.6K | 0.03% | 155 |
|
|
2023
Q2 | $455K | Sell |
946
-51
| -5% | -$24.9K | 0.03% | 165 |
|
|
2023
Q1 | $471K | Sell |
997
-44
| -4% | -$21.2K | 0.04% | 171 |
|
|
2022
Q4 | $552K | Sell |
1,041
-52
| -5% | -$27.5K | 0.05% | 162 |
|
|
2022
Q3 | $552K | Buy |
1,093
+89
| +9% | +$46.8K | 0.05% | 153 |
|
|
2022
Q2 | $515K | Buy |
1,004
+115
| +13% | +$57.8K | 0.05% | 157 |
|
|
2022
Q1 | $453K | Sell |
889
-87
| -9% | -$42K | 0.04% | 166 |
|
|
2021
Q4 | $490K | Sell |
976
-184
| -16% | -$83.3K | 0.04% | 156 |
|
|
2021
Q3 | $453K | Buy |
1,160
+174
| +18% | +$72.1K | 0.06% | 111 |
|
|
2021
Q2 | $394K | Buy |
986
+289
| +41% | +$115K | 0.04% | 166 |
|
|
2021
Q1 | $259K | Buy |
697
+98
| +16% | +$34K | 0.03% | 180 |
|
|
2020
Q4 | $210K | Sell |
599
-95
| -14% | -$31.8K | 0.03% | 168 |
|
|
2020
Q3 | $216K | Buy |
+694
| New | +$213K | 0.05% | 116 |
|
|
2019
Q4 | – | Sell |
-1,678
| Closed | -$364K | – | 138 |
|
|
2019
Q3 | $364K | Sell |
1,678
-4
| -0.2% | -$965 | 0.1% | 93 |
|
|
2019
Q2 | $410K | Sell |
1,682
-9
| -0.5% | -$2.17K | 0.12% | 80 |
|
|
2019
Q1 | $418K | Buy |
1,691
+13
| +0.8% | +$3.31K | 0.12% | 78 |
|
|
2018
Q4 | $418K | Hold |
1,678
| – | – | 0.15% | 66 |
|
|
2018
Q3 | $451K | Hold |
1,678
| – | – | 0.12% | 72 |
|
|
2018
Q2 | $415K | Buy |
1,678
+300
| +22% | +$72K | 0.12% | 68 |
|
|
2018
Q1 | $294K | Hold |
1,378
| – | – | 0.09% | 85 |
|
|
2017
Q4 | $303K | Hold |
1,378
| – | – | 0.1% | 89 |
|
|
2017
Q3 | $270K | Hold |
1,378
| – | – | 0.1% | 93 |
|
|
2017
Q2 | $257K | Hold |
1,378
| – | – | 0.1% | 104 |
|
|
2017
Q1 | $227K | Buy |
+1,378
| New | +$226K | 0.1% | 107 |
|
Other funds holding UNH
Gerber Kawasaki Wealth & Investment Management's UNH Position: Q2 2026 in Review
Gerber Kawasaki Wealth & Investment Management opened a new position in UnitedHealth (UNH) in Q2 2026: 943 shares worth $392K. The stake represents 0.01% of the portfolio and ranks #264 among its holdings. This is a return to the name: Gerber Kawasaki Wealth & Investment Management previously reported a position in UNH as recently as Q4 2025.
Gerber Kawasaki Wealth & Investment Management first reported a position in UNH in Q1 2017 and has held it in 34 quarters since. The position peaked at $673K in Q3 2024. 2,083 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Gerber Kawasaki Wealth & Investment Management held 943 shares of UnitedHealth worth $392K as of Q2 2026.
- UnitedHealth was a new Gerber Kawasaki Wealth & Investment Management position in Q2 2026.
- UnitedHealth made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #264 holding.
- Gerber Kawasaki Wealth & Investment Management first reported a position in UnitedHealth in Q1 2017 and has held it in 34 quarters since.
- Gerber Kawasaki Wealth & Investment Management's UnitedHealth position peaked at $673K in Q3 2024.
- 2,083 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.