Kellett Wealth Advisors’s UnitedHealth UNH Stock Holding History

Kellett Wealth 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 Q2	$757K	Sell	1,822 -12	-0.7%	-$4.45K	0.35%	35
2026 Q1	$496K	Buy	1,834 +88	+5%	+$26.2K	0.27%	46
2025 Q4	$576K	Buy	1,746 +29	+2%	+$9.83K	0.33%	40
2025 Q3	$593K	Buy	1,717 +13	+0.8%	+$3.93K	0.36%	38
2025 Q2	$532K	Buy	1,704 +41	+2%	+$15.7K	0.35%	36
2025 Q1	$871K	Buy	1,663 +13	+0.8%	+$6.65K	0.6%	25
2024 Q4	$835K	Sell	1,650 -400	-20%	-$227K	0.57%	25
2024 Q3	$1.2M	Buy	2,050 +190	+10%	+$107K	0.86%	17
2024 Q2	$947K	Hold	1,860	–	–	0.76%	19
2024 Q1	$920K	Hold	1,860	–	–	0.64%	28
2023 Q4	$979K	Buy	1,860 +100	+6%	+$53.3K	0.73%	25
2023 Q3	$887K	Hold	1,760	–	–	0.76%	18
2023 Q2	$846K	Hold	1,760	–	–	0.77%	16
2023 Q1	$832K	Hold	1,760	–	–	0.8%	16
2022 Q4	$933K	Hold	1,760	–	–	0.91%	16
2022 Q3	$977K	Hold	1,760	–	–	1.19%	10
2022 Q2	$904K	Hold	1,760	–	–	1.17%	10
2022 Q1	$898K	Sell	1,760 -210	-11%	-$101K	0.71%	18
2021 Q4	$989K	Buy	+1,970	New	+$892K	0.76%	16

Other funds holding UNH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Kellett Wealth Advisors's UNH Position: Q2 2026 in Review

Kellett Wealth Advisors reduced its UnitedHealth (UNH) stake by 0.65% in Q2 2026, selling an estimated $4.45K and leaving 1,822 shares worth $757K. The position accounts for 0.35% of the portfolio, ranked #35.

Kellett Wealth Advisors first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.2M in Q3 2024. 1,201 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Kellett Wealth Advisors held 1,822 shares of UnitedHealth worth $757K as of Q2 2026.
Kellett Wealth Advisors sold 12 UnitedHealth shares in Q2 2026, an estimated $4.45K.
UnitedHealth made up 0.35% of Kellett Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Kellett Wealth Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
Kellett Wealth Advisors's UnitedHealth position peaked at $1.2M in Q3 2024.
1,201 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.