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Kempner Capital Management’s UnitedHealth UNH Stock Holding History

Kempner Capital 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
Q4 		$2.49M Sell
7,305
-725
-9% -$246K 2.35% 20
2025
Q3 		$2.77M Sell
8,030
-6,895
-46% -$2.09M 2.31% 19
2025
Q2 		$4.66M Buy
14,925
+10,535
+240% +$4.03M 2.49% 20
2025
Q1 		$2.3M Buy
+4,390
New +$2.24M 1.29% 35

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kempner Capital Management's UNH Position: Q4 2025 in Review

Kempner Capital Management reduced its UnitedHealth (UNH) stake by 9% in Q4 2025, selling an estimated $246K and leaving 7,305 shares worth $2.49M. The position accounts for 2.35% of the portfolio, ranked #20.

Kempner Capital Management first reported a position in UNH in Q1 2025 and has held it in 4 quarters since. The position peaked at $4.66M in Q2 2025. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Kempner Capital Management held 7,305 shares of UnitedHealth worth $2.49M as of Q4 2025.
  • Kempner Capital Management sold 725 UnitedHealth shares in Q4 2025, an estimated $246K.
  • UnitedHealth made up 2.35% of Kempner Capital Management's portfolio in Q4 2025, its #20 holding.
  • Kempner Capital Management first reported a position in UnitedHealth in Q1 2025 and has held it in 4 quarters since.
  • Kempner Capital Management's UnitedHealth position peaked at $4.66M in Q2 2025.
  • 3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Kempner Capital Management's 13F filing for Q4 2025, filed 12 Jan 2026.