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Keebeck Wealth Management’s UnitedHealth UNH Stock Holding History

Keebeck 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
2026
Q2 		$4.89M Buy
11,754
+9,212
+362% +$3.41M 0.48% 51
2026
Q1 		$688K Sell
2,542
-1,397
-35% -$416K 0.08% 192
2025
Q4 		$1.3M Buy
3,939
+991
+34% +$336K 0.15% 137
2025
Q3 		$1.02M Sell
2,948
-149
-5% -$45.1K 0.12% 146
2025
Q2 		$966K Sell
3,097
-5,598
-64% -$2.14M 0.13% 139
2025
Q1 		$4.55M Sell
8,695
-347
-4% -$177K 0.67% 42
2024
Q4 		$4.57M Sell
9,042
-179
-2% -$102K 0.66% 43
2024
Q3 		$5.39M Sell
9,221
-175
-2% -$99K 0.78% 34
2024
Q2 		$4.79M Sell
9,396
-191
-2% -$93.6K 0.7% 39
2024
Q1 		$4.74M Sell
9,587
-1,458
-13% -$741K 0.7% 38
2023
Q4 		$5.82M Buy
11,045
+65
+0.6% +$34.7K 0.96% 21
2023
Q3 		$5.54M Buy
10,980
+192
+2% +$94.5K 0.96% 21
2023
Q2 		$5.19M Buy
10,788
+1,122
+12% +$549K 0.71% 35
2023
Q1 		$4.57M Buy
9,666
+489
+5% +$236K 0.74% 38
2022
Q4 		$4.87M Buy
9,177
+342
+4% +$181K 0.85% 31
2022
Q3 		$4.46M Buy
8,835
+637
+8% +$335K 0.86% 30
2022
Q2 		$4.21M Sell
8,198
-672
-8% -$337K 0.8% 31
2022
Q1 		$4.52M Buy
8,870
+286
+3% +$138K 0.75% 30
2021
Q4 		$4.31M Buy
8,584
+312
+4% +$141K 0.77% 30
2021
Q3 		$3.23M Sell
8,272
-291
-3% -$121K 0.64% 40
2021
Q2 		$3.43M Buy
8,563
+1,922
+29% +$766K 0.49% 46
2021
Q1 		$2.47M Buy
6,641
+236
+4% +$81.8K 0.38% 54
2020
Q4 		$2.25M Buy
6,405
+468
+8% +$157K 0.39% 52
2020
Q3 		$1.85M Buy
5,937
+488
+9% +$150K 0.38% 52
2020
Q2 		$1.61M Buy
5,449
+856
+19% +$245K 0.51% 46
2020
Q1 		$1.14M Buy
4,593
+2,494
+119% +$686K 0.48% 49
2019
Q4 		$616K Buy
+2,099
New +$549K 0.2% 87

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

Keebeck Wealth Management's UNH Position: Q2 2026 in Review

Keebeck Wealth Management increased its UnitedHealth (UNH) stake by 362% in Q2 2026, buying an estimated $3.41M and bringing the position to 11,754 shares worth $4.89M. The position accounts for 0.48% of the portfolio, ranked #51.

Keebeck Wealth Management first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.82M in Q4 2023. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Keebeck Wealth Management held 11,754 shares of UnitedHealth worth $4.89M as of Q2 2026.
  • Keebeck Wealth Management bought 9,212 UnitedHealth shares in Q2 2026, an estimated $3.41M.
  • UnitedHealth made up 0.48% of Keebeck Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Keebeck Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Keebeck Wealth Management's UnitedHealth position peaked at $5.82M in Q4 2023.
  • 3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.