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Kathmere Capital Management’s UnitedHealth UNH Stock Holding History

Kathmere Capital 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 		$1.88M Buy
6,942
+1,233
+22% +$367K 0.12% 132
2025
Q4 		$1.88M Sell
5,709
-102
-2% -$34.6K 0.13% 113
2025
Q3 		$2.01M Buy
5,811
+1,173
+25% +$355K 0.14% 110
2025
Q2 		$1.45M Sell
4,638
-100
-2% -$38.2K 0.11% 123
2025
Q1 		$2.48M Sell
4,738
-520
-10% -$266K 0.21% 81
2024
Q4 		$2.66M Sell
5,258
-236
-4% -$134K 0.24% 74
2024
Q3 		$3.21M Buy
5,494
+726
+15% +$411K 0.3% 58
2024
Q2 		$2.43M Buy
4,768
+958
+25% +$470K 0.26% 65
2024
Q1 		$1.88M Sell
3,810
-646
-14% -$328K 0.22% 68
2023
Q4 		$2.35M Buy
4,456
+155
+4% +$82.7K 0.3% 54
2023
Q3 		$2.17M Buy
4,301
+672
+19% +$331K 0.32% 55
2023
Q2 		$1.74M Buy
3,629
+799
+28% +$391K 0.27% 55
2023
Q1 		$1.34M Buy
2,830
+610
+27% +$294K 0.22% 58
2022
Q4 		$1.18M Buy
2,220
+1,180
+113% +$625K 0.21% 62
2022
Q3 		$525K Sell
1,040
-1,463
-58% -$769K 0.1% 86
2022
Q2 		$1.29M Sell
2,503
-125
-5% -$62.8K 0.24% 46
2022
Q1 		$1.34M Buy
2,628
+536
+26% +$259K 0.23% 48
2021
Q4 		$1.05M Sell
2,092
-216
-9% -$97.8K 0.18% 51
2021
Q3 		$902K Buy
2,308
+216
+10% +$89.5K 0.16% 53
2021
Q2 		$838K Hold
2,092
– – 0.16% 57
2021
Q1 		$778K Sell
2,092
-5
-0.2% -$1.73K 0.15% 57
2020
Q4 		$735K Buy
2,097
+12
+0.6% +$4.02K 0.16% 50
2020
Q3 		$650K Buy
2,085
+450
+28% +$138K 0.16% 43
2020
Q2 		$482K Buy
+1,635
New +$468K 0.14% 62

Other funds holding UNH

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Kathmere Capital Management's UNH Position: Q1 2026 in Review

Kathmere Capital Management increased its UnitedHealth (UNH) stake by 22% in Q1 2026, buying an estimated $367K and bringing the position to 6,942 shares worth $1.88M. The position accounts for 0.12% of the portfolio, ranked #132.

Kathmere Capital Management first reported a position in UNH in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.21M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Kathmere Capital Management held 6,942 shares of UnitedHealth worth $1.88M as of Q1 2026.
  • Kathmere Capital Management bought 1,233 UnitedHealth shares in Q1 2026, an estimated $367K.
  • UnitedHealth made up 0.12% of Kathmere Capital Management's portfolio in Q1 2026, its #132 holding.
  • Kathmere Capital Management first reported a position in UnitedHealth in Q2 2020 and has held it in 24 quarters since.
  • Kathmere Capital Management's UnitedHealth position peaked at $3.21M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.