Horizon Kinetics Asset Management’s UnitedHealth UNH Stock Holding History

Horizon Kinetics Asset 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
2026 Q1	$459K	Buy	1,695 +100	+6%	+$29.8K	0.01%	230
2025 Q4	$527K	Sell	1,595 -100	-6%	-$33.9K	0.01%	218
2025 Q3	$585K	Buy	+1,695	New	+$513K	0.01%	219
2021 Q1	–	Sell	-625	Closed	-$219K	–	358
2020 Q4	$219K	Sell	625 -771	-55%	-$258K	0.01%	321
2020 Q3	$435K	Buy	1,396 +361	+35%	+$111K	0.02%	255
2020 Q2	$305K	Hold	1,035	–	–	0.01%	286
2020 Q1	$258K	Buy	1,035 +75	+8%	+$20.6K	0.01%	287
2019 Q4	$282K	Hold	960	–	–	0.01%	402
2019 Q3	$209K	Sell	960 -20	-2%	-$4.83K	0.01%	453
2019 Q2	$239K	Hold	980	–	–	0.01%	444
2019 Q1	$242K	Buy	+980	New	+$250K	0.01%	440

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Horizon Kinetics Asset Management's UNH Position: Q1 2026 in Review

Horizon Kinetics Asset Management increased its UnitedHealth (UNH) stake by 6.3% in Q1 2026, buying an estimated $29.8K and bringing the position to 1,695 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #230.

Horizon Kinetics Asset Management first reported a position in UNH in Q1 2019 and has held it in 11 quarters since. The position peaked at $585K in Q3 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Horizon Kinetics Asset Management held 1,695 shares of UnitedHealth worth $459K as of Q1 2026.
Horizon Kinetics Asset Management bought 100 UnitedHealth shares in Q1 2026, an estimated $29.8K.
UnitedHealth made up 0.01% of Horizon Kinetics Asset Management's portfolio in Q1 2026, its #230 holding.
Horizon Kinetics Asset Management first reported a position in UnitedHealth in Q1 2019 and has held it in 11 quarters since.
Horizon Kinetics Asset Management's UnitedHealth position peaked at $585K in Q3 2025.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q1 2026, filed 15 May 2026.