Kaizen Financial Strategies’s UnitedHealth UNH Stock Holding History

Kaizen Financial Strategies’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	$406K	Buy	953 +92	+11%	+$34.1K	0.13%	117
2026 Q1	$273K	Buy	+861	New	+$256K	0.12%	134
2025 Q2	–	Sell	-525	Closed	-$275K	–	158
2025 Q1	$275K	Buy	525 +122	+30%	+$62.4K	0.16%	110
2024 Q4	$204K	Sell	403 -16	-4%	-$9.09K	0.12%	128
2024 Q3	$245K	Buy	+419	New	+$237K	0.14%	119
2024 Q2	–	Sell	-549	Closed	-$271K	–	156
2024 Q1	$271K	Sell	549 -57	-9%	-$29K	0.18%	93
2023 Q4	$319K	Buy	606 +3	+0.5%	+$1.6K	0.24%	72
2023 Q3	$304K	Sell	603 -22	-4%	-$10.8K	0.26%	64
2023 Q2	$283K	Sell	625 -289	-32%	-$141K	0.24%	75
2023 Q1	$432K	Buy	914 +136	+17%	+$65.6K	0.43%	45
2022 Q4	$381K	Buy	778 +246	+46%	+$130K	0.38%	61
2022 Q3	$269K	Buy	+532	New	+$280K	0.27%	85

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kaizen Financial Strategies's UNH Position: Q2 2026 in Review

Kaizen Financial Strategies increased its UnitedHealth (UNH) stake by 11% in Q2 2026, buying an estimated $34.1K and bringing the position to 953 shares worth $406K. The position accounts for 0.13% of the portfolio, ranked #117.

Kaizen Financial Strategies first reported a position in UNH in Q3 2022 and has held it in 12 quarters since. The position peaked at $432K in Q1 2023. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Kaizen Financial Strategies held 953 shares of UnitedHealth worth $406K as of Q2 2026.
Kaizen Financial Strategies bought 92 UnitedHealth shares in Q2 2026, an estimated $34.1K.
UnitedHealth made up 0.13% of Kaizen Financial Strategies's portfolio in Q2 2026, its #117 holding.
Kaizen Financial Strategies first reported a position in UnitedHealth in Q3 2022 and has held it in 12 quarters since.
Kaizen Financial Strategies's UnitedHealth position peaked at $432K in Q1 2023.
3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.