KFA
UNH icon

Kelleher Financial Advisors’s UnitedHealth UNH Stock Holding History

Kelleher Financial 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 		$633K Buy
2,329
+138
+6% +$41.1K 0.16% 101
2025
Q4 		$723K Buy
2,191
+116
+6% +$39.3K 0.17% 93
2025
Q3 		$716K Sell
2,075
-100
-5% -$30.2K 0.18% 86
2025
Q2 		$678K Buy
2,175
+921
+73% +$352K 0.24% 61
2025
Q1 		$657K Sell
1,254
-2,061
-62% -$1.05M 0.26% 56
2024
Q4 		$1.68M Buy
3,315
+43
+1% +$24.4K 0.63% 24
2024
Q3 		$1.91M Sell
3,272
-15
-0.5% -$8.48K 0.73% 22
2024
Q2 		$1.67M Buy
3,287
+70
+2% +$34.3K 0.69% 21
2024
Q1 		$1.59M Buy
3,217
+1,071
+50% +$544K 0.66% 22
2023
Q4 		$1.13M Buy
2,146
+1
+0% +$533 0.53% 27
2023
Q3 		$1.08M Buy
2,145
+194
+10% +$95.5K 0.55% 26
2023
Q2 		$938K Sell
1,951
-23
-1% -$11.2K 0.54% 32
2023
Q1 		$933K Hold
1,974
– – 0.62% 28
2022
Q4 		$1.05M Buy
1,974
+6
+0.3% +$3.18K 0.79% 24
2022
Q3 		$993K Sell
1,968
-938
-32% -$493K 0.71% 29
2022
Q2 		$1.49M Buy
2,906
+923
+47% +$464K 0.67% 28
2022
Q1 		$1.01M Buy
1,983
+47
+2% +$22.7K 0.56% 33
2021
Q4 		$972K Sell
1,936
-914
-32% -$414K 0.52% 39
2021
Q3 		$1.11M Buy
2,850
+913
+47% +$378K 0.49% 45
2021
Q2 		$775K Buy
+1,937
New +$772K 0.44% 49

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

Kelleher Financial Advisors's UNH Position: Q1 2026 in Review

Kelleher Financial Advisors increased its UnitedHealth (UNH) stake by 6.3% in Q1 2026, buying an estimated $41.1K and bringing the position to 2,329 shares worth $633K. The position accounts for 0.16% of the portfolio, ranked #101.

Kelleher Financial Advisors first reported a position in UNH in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.91M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Kelleher Financial Advisors held 2,329 shares of UnitedHealth worth $633K as of Q1 2026.
  • Kelleher Financial Advisors bought 138 UnitedHealth shares in Q1 2026, an estimated $41.1K.
  • UnitedHealth made up 0.16% of Kelleher Financial Advisors's portfolio in Q1 2026, its #101 holding.
  • Kelleher Financial Advisors first reported a position in UnitedHealth in Q2 2021 and has held it in 20 quarters since.
  • Kelleher Financial Advisors's UnitedHealth position peaked at $1.91M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.