Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s UnitedHealth UNH Stock Holding History

Kayne Anderson Rudnick Investment 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 		$3.3M Sell
12,213
-1,826
-13% -$544K 0.01% 289
2025
Q4 		$4.63M Sell
14,039
-1,234
-8% -$418K 0.01% 266
2025
Q3 		$5.27M Sell
15,273
-2,340
-13% -$708K 0.01% 264
2025
Q2 		$5.49M Sell
17,613
-25,678
-59% -$9.81M 0.01% 256
2025
Q1 		$22.7M Sell
43,291
-884
-2% -$452K 0.06% 188
2024
Q4 		$22.3M Sell
44,175
-2,515
-5% -$1.43M 0.05% 194
2024
Q3 		$27.3M Sell
46,690
-8,567
-16% -$4.85M 0.06% 176
2024
Q2 		$28.1M Sell
55,257
-15,876
-22% -$7.78M 0.07% 176
2024
Q1 		$35.2M Sell
71,133
-751
-1% -$382K 0.08% 163
2023
Q4 		$37.8M Buy
71,884
+5,304
+8% +$2.83M 0.09% 154
2023
Q3 		$33.6M Buy
66,580
+1,144
+2% +$563K 0.1% 151
2023
Q2 		$31.5M Buy
65,436
+5,691
+10% +$2.78M 0.09% 156
2023
Q1 		$28.2M Buy
59,745
+3,785
+7% +$1.83M 0.08% 158
2022
Q4 		$29.7M Buy
55,960
+5,333
+11% +$2.82M 0.09% 158
2022
Q3 		$25.6M Buy
50,627
+14,313
+39% +$7.53M 0.08% 162
2022
Q2 		$18.7M Sell
36,314
-3,173
-8% -$1.59M 0.06% 186
2022
Q1 		$20.1M Buy
39,487
+713
+2% +$344K 0.05% 193
2021
Q4 		$19.5M Buy
38,774
+974
+3% +$441K 0.04% 199
2021
Q3 		$14.8M Buy
37,800
+1,056
+3% +$437K 0.04% 208
2021
Q2 		$14.7M Buy
36,744
+1,319
+4% +$526K 0.04% 217
2021
Q1 		$13.2M Buy
35,425
+1,109
+3% +$384K 0.04% 216
2020
Q4 		$12M Buy
34,316
+1,621
+5% +$543K 0.03% 219
2020
Q3 		$10.2M Sell
32,695
-1,122
-3% -$345K 0.04% 215
2020
Q2 		$9.98M Buy
33,817
+632
+2% +$181K 0.04% 195
2020
Q1 		$8.28M Sell
33,185
-2,106
-6% -$580K 0.05% 189
2019
Q4 		$10.4M Sell
35,291
-1,393
-4% -$364K 0.05% 180
2019
Q3 		$7.97M Buy
36,684
+3,946
+12% +$952K 0.04% 190
2019
Q2 		$7.99M Buy
32,738
+2,753
+9% +$662K 0.04% 185
2019
Q1 		$7.42M Buy
29,985
+899
+3% +$229K 0.04% 181
2018
Q4 		$7.25M Sell
29,086
-437
-1% -$115K 0.05% 180
2018
Q3 		$7.86M Sell
29,523
-761
-3% -$198K 0.05% 181
2018
Q2 		$7.43M Buy
30,284
+573
+2% +$138K 0.05% 183
2018
Q1 		$6.36M Sell
29,711
-3,365
-10% -$769K 0.05% 186
2017
Q4 		$7.29M Buy
33,076
+1,150
+4% +$244K 0.06% 185
2017
Q3 		$6.25M Buy
31,926
+2,534
+9% +$490K 0.06% 189
2017
Q2 		$5.45M Buy
29,392
+1,299
+5% +$228K 0.05% 192
2017
Q1 		$4.61M Buy
28,093
+77
+0.3% +$12.6K 0.05% 202
2016
Q4 		$4.48M Buy
28,016
+1,904
+7% +$284K 0.05% 201
2016
Q3 		$3.66M Buy
26,112
+2,286
+10% +$320K 0.05% 202
2016
Q2 		$3.36M Buy
23,826
+1,642
+7% +$219K 0.05% 198
2016
Q1 		$2.86M Buy
22,184
+5,463
+33% +$646K 0.05% 193
2015
Q4 		$1.97M Buy
16,721
+10,374
+163% +$1.21M 0.03% 226
2015
Q3 		$736K Buy
+6,347
New +$760K 0.01% 279

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

Kayne Anderson Rudnick Investment Management's UNH Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its UnitedHealth (UNH) stake by 13% in Q1 2026, selling an estimated $544K and leaving 12,213 shares worth $3.3M. The position accounts for 0.01% of the portfolio, ranked #289.

Kayne Anderson Rudnick Investment Management first reported a position in UNH in Q3 2015 and has held it in 43 quarters since. The position peaked at $37.8M in Q4 2023. 3,032 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 12,213 shares of UnitedHealth worth $3.3M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 1,826 UnitedHealth shares in Q1 2026, an estimated $544K.
  • UnitedHealth made up 0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #289 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in UnitedHealth in Q3 2015 and has held it in 43 quarters since.
  • Kayne Anderson Rudnick Investment Management's UnitedHealth position peaked at $37.8M in Q4 2023.
  • 3,032 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.