KTM
UNH icon

Keeler Thomas Management’s UnitedHealth UNH Stock Holding History

Keeler Thomas 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
Q2 		– Sell
-5,736
Closed -$3M – 129
2025
Q1 		$3M Sell
5,736
-5,395
-48% -$2.76M 1.47% 20
2024
Q4 		$5.63M Sell
11,131
-198
-2% -$113K 2.01% 19
2024
Q3 		$6.62M Sell
11,329
-161
-1% -$91.1K 2.09% 12
2024
Q2 		$5.85M Buy
11,490
+354
+3% +$174K 1.99% 16
2024
Q1 		$5.51M Buy
11,136
+958
+9% +$487K 1.89% 17
2023
Q4 		$5.36M Sell
10,178
-284
-3% -$151K 2.11% 17
2023
Q3 		$5.27M Sell
10,462
-308
-3% -$152K 1.95% 16
2023
Q2 		$5.18M Buy
10,770
+14
+0.1% +$6.85K 2.09% 17
2023
Q1 		$5.08M Sell
10,756
-3,749
-26% -$1.81M 2.39% 13
2022
Q4 		$7.69M Sell
14,505
-596
-4% -$316K 3.88% 5
2022
Q3 		$7.63M Sell
15,101
-72
-0.5% -$37.9K 3.87% 6
2022
Q2 		$7.79M Buy
15,173
+1,465
+11% +$736K 3.86% 5
2022
Q1 		$6.99M Buy
13,708
+1,427
+12% +$688K 3.36% 9
2021
Q4 		$6.17M Buy
12,281
+110
+0.9% +$49.8K 2.67% 11
2021
Q3 		$4.76M Buy
12,171
+681
+6% +$282K 2.27% 12
2021
Q2 		$4.6M Sell
11,490
-64
-0.6% -$25.5K 2.25% 11
2021
Q1 		$4.3M Buy
11,554
+1,525
+15% +$528K 2.26% 13
2020
Q4 		$3.52M Sell
10,029
-314
-3% -$105K 1.98% 18
2020
Q3 		$3.22M Buy
10,343
+4,543
+78% +$1.4M 2.03% 20
2020
Q2 		$1.74M Buy
5,800
+1,985
+52% +$569K 1.26% 33
2020
Q1 		$951K Buy
3,815
+656
+21% +$181K 1.11% 32
2019
Q4 		$928K Buy
3,159
+215
+7% +$56.2K 0.66% 40
2019
Q3 		$666K Buy
2,944
+2,325
+376% +$561K 0.51% 47
2019
Q2 		$370K Buy
+619
New +$149K 0.3% 49
2018
Q1 		– Sell
-269
Closed -$59K – 139
2017
Q4 		$59K Buy
+269
New +$57K 0.05% 82

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Keeler Thomas Management's UNH Position: Q2 2025 in Review

Keeler Thomas Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 5,736 shares — an estimated $3M sold.

Keeler Thomas Management first reported a position in UNH in Q4 2017 and held it in 25 quarters. The position peaked at $7.79M in Q2 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Keeler Thomas Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Keeler Thomas Management sold 5,736 UnitedHealth shares in Q2 2025, an estimated $3M.
  • Keeler Thomas Management first reported a position in UnitedHealth in Q4 2017 and held it in 25 quarters.
  • Keeler Thomas Management's UnitedHealth position peaked at $7.79M in Q2 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Keeler Thomas Management's 13F filing for Q2 2025, filed 31 Jul 2025.