Kennedy Capital Management’s UnitedHealth UNH Stock Holding History

Kennedy 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
2026 Q1	$5.11M	Sell	18,880 -827	-4%	-$246K	0.11%	291
2025 Q4	$6.51M	Sell	19,707 -10,399	-35%	-$3.52M	0.14%	242
2025 Q3	$10.4M	Sell	30,106 -21,462	-42%	-$6.49M	0.23%	152
2025 Q2	$16.1M	Sell	51,568 -10,975	-18%	-$4.19M	0.38%	67
2025 Q1	$32.8M	Buy	62,543 +3,997	+7%	+$2.04M	0.78%	9
2024 Q4	$29.6M	Buy	58,546 +6,672	+13%	+$3.79M	0.66%	12
2024 Q3	$30.3M	Buy	51,874 +7,671	+17%	+$4.34M	0.67%	11
2024 Q2	$22.5M	Buy	44,203 +12,148	+38%	+$5.95M	0.48%	32
2024 Q1	$15.9M	Buy	32,055 +22,487	+235%	+$11.4M	0.33%	78
2023 Q4	$5.04M	Buy	9,568 +1,165	+14%	+$621K	0.11%	308
2023 Q3	$4.24M	Buy	8,403 +1,266	+18%	+$623K	0.1%	323
2023 Q2	$3.43M	Buy	+7,137	New	+$3.49M	0.08%	371

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kennedy Capital Management's UNH Position: Q1 2026 in Review

Kennedy Capital Management reduced its UnitedHealth (UNH) stake by 4.2% in Q1 2026, selling an estimated $246K and leaving 18,880 shares worth $5.11M. The position accounts for 0.11% of the portfolio, ranked #291.

Kennedy Capital Management first reported a position in UNH in Q2 2023 and has held it in 12 quarters since. The position peaked at $32.8M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Kennedy Capital Management held 18,880 shares of UnitedHealth worth $5.11M as of Q1 2026.
Kennedy Capital Management sold 827 UnitedHealth shares in Q1 2026, an estimated $246K.
UnitedHealth made up 0.11% of Kennedy Capital Management's portfolio in Q1 2026, its #291 holding.
Kennedy Capital Management first reported a position in UnitedHealth in Q2 2023 and has held it in 12 quarters since.
Kennedy Capital Management's UnitedHealth position peaked at $32.8M in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.