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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
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 $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

Keebeck Wealth Management's UNH Position: Q1 2026 in Review

Keebeck Wealth Management reduced its UnitedHealth (UNH) stake by 35% in Q1 2026, selling an estimated $416K and leaving 2,542 shares worth $688K. The position accounts for 0.08% of the portfolio, ranked #192.

Keebeck Wealth Management first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.82M in Q4 2023. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Keebeck Wealth Management held 2,542 shares of UnitedHealth worth $688K as of Q1 2026.
  • Keebeck Wealth Management sold 1,397 UnitedHealth shares in Q1 2026, an estimated $416K.
  • UnitedHealth made up 0.08% of Keebeck Wealth Management's portfolio in Q1 2026, its #192 holding.
  • Keebeck Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's UnitedHealth position peaked at $5.82M in Q4 2023.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.