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KCM Investment Advisors’s UnitedHealth UNH Stock Holding History

KCM Investment Advisors’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 		$2.33M Sell
8,606
-236
-3% -$70.3K 0.08% 145
2025
Q4 		$2.92M Sell
8,842
-389
-4% -$132K 0.09% 130
2025
Q3 		$3.19M Sell
9,231
-272
-3% -$82.3K 0.1% 122
2025
Q2 		$2.96M Sell
9,503
-2,886
-23% -$1.1M 0.1% 128
2025
Q1 		$6.49M Sell
12,389
-42
-0.3% -$21.5K 0.23% 78
2024
Q4 		$6.29M Sell
12,431
-8,049
-39% -$4.57M 0.22% 83
2024
Q3 		$12M Buy
20,480
+758
+4% +$429K 0.41% 61
2024
Q2 		$10M Sell
19,722
-184
-0.9% -$90.2K 0.36% 63
2024
Q1 		$9.85M Buy
19,906
+342
+2% +$174K 0.36% 67
2023
Q4 		$10.3M Buy
19,564
+177
+0.9% +$94.4K 0.41% 57
2023
Q3 		$9.77M Buy
19,387
+67
+0.3% +$33K 0.42% 56
2023
Q2 		$9.29M Buy
19,320
+645
+3% +$315K 0.37% 59
2023
Q1 		$8.83M Sell
18,675
-1,697
-8% -$819K 0.36% 64
2022
Q4 		$10.8M Buy
20,372
+3,410
+20% +$1.81M 0.46% 57
2022
Q3 		$8.57M Buy
16,962
+1,030
+6% +$542K 0.4% 61
2022
Q2 		$8.18M Sell
15,932
-407
-2% -$204K 0.36% 69
2022
Q1 		$8.33M Sell
16,339
-45
-0.3% -$21.7K 0.31% 78
2021
Q4 		$8.23M Buy
16,384
+287
+2% +$130K 0.29% 82
2021
Q3 		$6.29M Buy
16,097
+707
+5% +$293K 0.25% 86
2021
Q2 		$6.16M Buy
15,390
+248
+2% +$98.9K 0.25% 88
2021
Q1 		$5.63M Buy
15,142
+2,704
+22% +$937K 0.25% 92
2020
Q4 		$4.36M Buy
12,438
+87
+0.7% +$29.2K 0.21% 98
2020
Q3 		$3.85M Buy
12,351
+161
+1% +$49.5K 0.21% 92
2020
Q2 		$3.6M Sell
12,190
-120
-1% -$34.4K 0.2% 93
2020
Q1 		$3.07M Buy
12,310
+319
+3% +$87.8K 0.21% 95
2019
Q4 		$3.52M Buy
11,991
+11
+0.1% +$2.88K 0.19% 99
2019
Q3 		$2.6M Buy
11,980
+900
+8% +$217K 0.15% 115
2019
Q2 		$2.7M Sell
11,080
-778
-7% -$187K 0.16% 113
2019
Q1 		$2.93M Buy
11,858
+1,464
+14% +$373K 0.19% 112
2018
Q4 		$2.59M Buy
10,394
+448
+5% +$118K 0.17% 119
2018
Q3 		$2.65M Sell
9,946
-167
-2% -$43.4K 0.15% 130
2018
Q2 		$2.48M Buy
10,113
+800
+9% +$192K 0.15% 136
2018
Q1 		$1.99M Sell
9,313
-283
-3% -$64.6K 0.12% 163
2017
Q4 		$2.12M Sell
9,596
-379
-4% -$80.3K 0.12% 160
2017
Q3 		$1.95M Sell
9,975
-657
-6% -$127K 0.12% 177
2017
Q2 		$1.97M Sell
10,632
-84
-0.8% -$14.7K 0.12% 182
2017
Q1 		$1.76M Sell
10,716
-475
-4% -$77.8K 0.11% 195
2016
Q4 		$1.79M Sell
11,191
-169
-1% -$25.2K 0.12% 192
2016
Q3 		$1.59M Sell
11,360
-641
-5% -$89.8K 0.11% 203
2016
Q2 		$1.69M Buy
12,001
+337
+3% +$44.9K 0.12% 195
2016
Q1 		$1.5M Buy
11,664
+234
+2% +$27.7K 0.11% 197
2015
Q4 		$1.34M Buy
11,430
+1,634
+17% +$191K 0.11% 206
2015
Q3 		$1.14M Sell
9,796
-189
-2% -$22.6K 0.09% 223
2015
Q2 		$1.22M Buy
9,985
+342
+4% +$40.5K 0.1% 226
2015
Q1 		$1.14M Buy
9,643
+151
+2% +$16.8K 0.09% 230
2014
Q4 		$960K Sell
9,492
-3,047
-24% -$289K 0.08% 247
2014
Q3 		$1.08M Buy
12,539
+2,657
+27% +$225K 0.1% 226
2014
Q2 		$808K Sell
9,882
-15,520
-61% -$1.22M 0.08% 251
2014
Q1 		$2.08M Buy
25,402
+157
+0.6% +$11.8K 0.22% 131
2013
Q4 		$1.9M Buy
25,245
+2,715
+12% +$195K 0.21% 138
2013
Q3 		$1.61M Buy
22,530
+14,237
+172% +$1.02M 0.19% 148
2013
Q2 		$543K Buy
+8,293
New +$516K 0.07% 267

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

KCM Investment Advisors's UNH Position: Q1 2026 in Review

KCM Investment Advisors reduced its UnitedHealth (UNH) stake by 2.7% in Q1 2026, selling an estimated $70.3K and leaving 8,606 shares worth $2.33M. The position accounts for 0.08% of the portfolio, ranked #145.

KCM Investment Advisors first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $12M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • KCM Investment Advisors held 8,606 shares of UnitedHealth worth $2.33M as of Q1 2026.
  • KCM Investment Advisors sold 236 UnitedHealth shares in Q1 2026, an estimated $70.3K.
  • UnitedHealth made up 0.08% of KCM Investment Advisors's portfolio in Q1 2026, its #145 holding.
  • KCM Investment Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's UnitedHealth position peaked at $12M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.