Keener Financial Planning’s UnitedHealth UNH Stock Holding History

Keener Financial Planning’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 Q4	–	Sell	-373	Closed	-$128K	–	198
2025 Q3	$128K	Hold	373	–	–	0.06%	64
2025 Q2	$116K	Buy	373 +300	+411%	+$115K	0.06%	67
2025 Q1	$38K	Sell	73 -300	-80%	-$153K	0.02%	88
2024 Q4	$188K	Hold	373	–	–	0.11%	48
2024 Q3	$218K	Hold	373	–	–	0.14%	41
2024 Q2	$189K	Sell	373 -15	-4%	-$7.35K	0.12%	45
2024 Q1	$192K	Buy	388 +38	+11%	+$19.3K	0.13%	44
2023 Q4	$184K	Buy	+350	New	+$187K	0.14%	44

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Keener Financial Planning's UNH Position: Q4 2025 in Review

Keener Financial Planning sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 373 shares — an estimated $128K sold.

Keener Financial Planning first reported a position in UNH in Q4 2023 and held it in 8 quarters. The position peaked at $218K in Q3 2024. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Keener Financial Planning reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 373 UnitedHealth shares in Q4 2025, an estimated $128K.
Keener Financial Planning first reported a position in UnitedHealth in Q4 2023 and held it in 8 quarters.
Keener Financial Planning's UnitedHealth position peaked at $218K in Q3 2024.
3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.