KWM
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Kaydan Wealth Management’s UnitedHealth UNH Stock Holding History

Kaydan Wealth 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
2025
Q3 		– Sell
-669
Closed -$209K – 119
2025
Q2 		$209K Sell
669
-11
-2% -$4.2K 0.07% 110
2025
Q1 		$356K Sell
680
-17
-2% -$8.69K 0.11% 75
2024
Q4 		$353K Sell
697
-46
-6% -$26.1K 0.12% 76
2024
Q3 		$434K Sell
743
-31
-4% -$17.5K 0.13% 66
2024
Q2 		$394K Sell
774
-43
-5% -$21.1K 0.14% 70
2024
Q1 		$404K Sell
817
-19
-2% -$9.66K 0.14% 68
2023
Q4 		$440K Sell
836
-14
-2% -$7.47K 0.18% 60
2023
Q3 		$429K Sell
850
-51
-6% -$25.1K 0.17% 58
2023
Q2 		$433K Sell
901
-53
-6% -$25.9K 0.18% 56
2023
Q1 		$451K Sell
954
-42
-4% -$20.3K 0.18% 53
2022
Q4 		$528K Sell
996
-42
-4% -$22.2K 0.21% 49
2022
Q3 		$524K Sell
1,038
-132
-11% -$69.4K 0.29% 43
2022
Q2 		$601K Sell
1,170
-51
-4% -$25.6K 0.33% 43
2022
Q1 		$623K Buy
1,221
+20
+2% +$9.65K 0.28% 48
2021
Q4 		$603K Buy
+1,201
New +$544K 0.23% 53

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kaydan Wealth Management's UNH Position: Q3 2025 in Review

Kaydan Wealth Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 669 shares — an estimated $209K sold.

Kaydan Wealth Management first reported a position in UNH in Q4 2021 and held it in 15 quarters. The position peaked at $623K in Q1 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Kaydan Wealth Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Kaydan Wealth Management sold 669 UnitedHealth shares in Q3 2025, an estimated $209K.
  • Kaydan Wealth Management first reported a position in UnitedHealth in Q4 2021 and held it in 15 quarters.
  • Kaydan Wealth Management's UnitedHealth position peaked at $623K in Q1 2022.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Kaydan Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.