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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
Q2 		$3.25M Buy
7,823
+881
+13% +$327K 0.17% 106
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kathmere Capital Management's UNH Position: Q2 2026 in Review

Kathmere Capital Management increased its UnitedHealth (UNH) stake by 13% in Q2 2026, buying an estimated $327K and bringing the position to 7,823 shares worth $3.25M. The position accounts for 0.17% of the portfolio, ranked #106.

Kathmere Capital Management first reported a position in UNH in Q2 2020 and has held it in 25 quarters since. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Kathmere Capital Management held 7,823 shares of UnitedHealth worth $3.25M as of Q2 2026.
  • Kathmere Capital Management bought 881 UnitedHealth shares in Q2 2026, an estimated $327K.
  • UnitedHealth made up 0.17% of Kathmere Capital Management's portfolio in Q2 2026, its #106 holding.
  • Kathmere Capital Management first reported a position in UnitedHealth in Q2 2020 and has held it in 25 quarters since.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.