Kensington Investment Counsel’s UnitedHealth UNH Stock Holding History

Kensington Investment Counsel’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	$2.27M	Sell	8,398 -163	-2%	-$48.5K	1.09%	31
2025 Q4	$2.83M	Buy	8,561 +196	+2%	+$66.4K	1.15%	27
2025 Q3	$2.89M	Buy	+8,365	New	+$2.53M	1.18%	27
2025 Q1	–	Sell	-2,661	Closed	-$1.35M	–	102
2024 Q4	$1.35M	Sell	2,661 -94	-3%	-$53.4K	0.56%	59
2024 Q3	$1.61M	Hold	2,755	–	–	0.67%	48
2024 Q2	$1.4M	Buy	2,755 +8	+0.3%	+$3.92K	0.62%	49
2024 Q1	$1.36M	Sell	2,747 -11	-0.4%	-$5.59K	0.62%	54
2023 Q4	$1.45M	Sell	2,758 -29	-1%	-$15.5K	0.76%	48
2023 Q3	$1.41M	Buy	2,787 +141	+5%	+$69.4K	0.87%	41
2023 Q2	$1.27M	Hold	2,646	–	–	0.81%	44
2023 Q1	$1.25M	Sell	2,646 -31	-1%	-$15K	0.94%	45
2022 Q4	$1.42M	Sell	2,677 -112	-4%	-$59.3K	1.12%	39
2022 Q3	$1.41M	Sell	2,789 -10	-0.4%	-$5.26K	1.19%	36
2022 Q2	$1.44M	Sell	2,799 -65	-2%	-$32.6K	1.23%	37
2022 Q1	$1.46M	Buy	2,864 +31	+1%	+$15K	0.97%	49
2021 Q4	$1.42M	Buy	+2,833	New	+$1.28M	0.83%	59
2021 Q2	$1.18M	Buy	2,953 +68	+2%	+$27.1K	0.81%	64
2021 Q1	$1.07M	Buy	2,885 +48	+2%	+$16.6K	0.81%	61
2020 Q4	$995K	Buy	+2,837	New	+$951K	0.82%	61

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

Kensington Investment Counsel's UNH Position: Q1 2026 in Review

Kensington Investment Counsel reduced its UnitedHealth (UNH) stake by 1.9% in Q1 2026, selling an estimated $48.5K and leaving 8,398 shares worth $2.27M. The position accounts for 1.09% of the portfolio, ranked #31.

Kensington Investment Counsel first reported a position in UNH in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.89M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Kensington Investment Counsel held 8,398 shares of UnitedHealth worth $2.27M as of Q1 2026.
Kensington Investment Counsel sold 163 UnitedHealth shares in Q1 2026, an estimated $48.5K.
UnitedHealth made up 1.09% of Kensington Investment Counsel's portfolio in Q1 2026, its #31 holding.
Kensington Investment Counsel first reported a position in UnitedHealth in Q4 2020 and has held it in 19 quarters since.
Kensington Investment Counsel's UnitedHealth position peaked at $2.89M in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Kensington Investment Counsel's 13F filing for Q1 2026, filed 19 May 2026.