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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
Q2 		$8.48M Buy
20,414
+1,534
+8% +$569K 0.15% 233
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
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 $3.38T AUM 44.17% 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

Kennedy Capital Management's UNH Position: Q2 2026 in Review

Kennedy Capital Management increased its UnitedHealth (UNH) stake by 8.1% in Q2 2026, buying an estimated $569K and bringing the position to 20,414 shares worth $8.48M. The position accounts for 0.15% of the portfolio, ranked #233.

Kennedy Capital Management first reported a position in UNH in Q2 2023 and has held it in 13 quarters since. The position peaked at $32.8M in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Kennedy Capital Management held 20,414 shares of UnitedHealth worth $8.48M as of Q2 2026.
  • Kennedy Capital Management bought 1,534 UnitedHealth shares in Q2 2026, an estimated $569K.
  • UnitedHealth made up 0.15% of Kennedy Capital Management's portfolio in Q2 2026, its #233 holding.
  • Kennedy Capital Management first reported a position in UnitedHealth in Q2 2023 and has held it in 13 quarters since.
  • Kennedy Capital Management's UnitedHealth position peaked at $32.8M in Q1 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.