KFS
UNH icon

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
Q1 		$273K Buy
+861
New +$256K 0.12% 134
2025
Q2 		– Sell
-525
Closed -$275K – 159
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 – 158
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return