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Kelman-Lazarov Inc’s UnitedHealth UNH Stock Holding History

Kelman-Lazarov Inc’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 		$278K Buy
+669
New +$248K 0.04% 130
2026
Q1 		– Sell
-883
Closed -$292K – 144
2025
Q4 		$292K Buy
883
+23
+3% +$7.79K 0.04% 115
2025
Q3 		$297K Sell
860
-189
-18% -$57.2K 0.04% 117
2025
Q2 		$327K Sell
1,049
-780
-43% -$298K 0.05% 97
2025
Q1 		$958K Sell
1,829
-36
-2% -$18.4K 0.17% 54
2024
Q4 		$943K Buy
1,865
+1,223
+190% +$695K 0.17% 55
2024
Q3 		$375K Hold
642
– – 0.06% 82
2024
Q2 		$327K Sell
642
-122
-16% -$59.8K 0.06% 84
2024
Q1 		$378K Hold
764
– – 0.07% 80
2023
Q4 		$402K Sell
764
-23
-3% -$12.3K 0.09% 76
2023
Q3 		$397K Buy
787
+3
+0.4% +$1.48K 0.09% 71
2023
Q2 		$377K Buy
784
+54
+7% +$26.4K 0.09% 74
2023
Q1 		$345K Buy
730
+125
+21% +$60.3K 0.09% 79
2022
Q4 		$321K Buy
605
+15
+3% +$7.95K 0.09% 76
2022
Q3 		$298K Hold
590
– – 0.1% 70
2022
Q2 		$303K Hold
590
– – 0.1% 67
2022
Q1 		$301K Hold
590
– – 0.1% 68
2021
Q4 		$296K Hold
590
– – 0.1% 68
2021
Q3 		$231K Sell
590
-10
-2% -$4.14K 0.08% 76
2021
Q2 		$240K Hold
600
– – 0.08% 72
2021
Q1 		$223K Hold
600
– – 0.08% 79
2020
Q4 		$210K Buy
+600
New +$201K 0.08% 80
2017
Q1 		– Sell
-200
Closed -$32K – 247
2016
Q4 		$32K Hold
200
– – 0.02% 192
2016
Q3 		$27.6K Hold
200
– – 0.02% 225
2016
Q2 		$28.2K Hold
200
– – 0.02% 215
2016
Q1 		$26K Buy
+200
New +$23.7K 0.02% 227

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kelman-Lazarov Inc's UNH Position: Q2 2026 in Review

Kelman-Lazarov Inc opened a new position in UnitedHealth (UNH) in Q2 2026: 669 shares worth $278K. The stake represents 0.04% of the portfolio and ranks #130 among its holdings. This is a return to the name: Kelman-Lazarov Inc previously reported a position in UNH as recently as Q4 2025.

Kelman-Lazarov Inc first reported a position in UNH in Q1 2016 and has held it in 26 quarters since. The position peaked at $958K in Q1 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Kelman-Lazarov Inc held 669 shares of UnitedHealth worth $278K as of Q2 2026.
  • UnitedHealth was a new Kelman-Lazarov Inc position in Q2 2026.
  • UnitedHealth made up 0.04% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #130 holding.
  • Kelman-Lazarov Inc first reported a position in UnitedHealth in Q1 2016 and has held it in 26 quarters since.
  • Kelman-Lazarov Inc's UnitedHealth position peaked at $958K in Q1 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.