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Kentucky Trust Company’s UnitedHealth UNH Stock Holding History

Kentucky Trust Company’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 		$38.2K Buy
92
+2
+2% +$741 0.02% 190
2026
Q1 		$24.4K Sell
90
-33
-27% -$9.83K 0.01% 206
2025
Q4 		$40.6K Buy
123
+16
+15% +$5.42K 0.02% 183
2025
Q3 		$36.9K Sell
107
-36
-25% -$10.9K 0.02% 187
2025
Q2 		$44.6K Buy
143
+50
+54% +$19.1K 0.03% 174
2025
Q1 		$48.7K Buy
93
+54
+138% +$27.6K 0.03% 171
2024
Q4 		$19.7K Buy
+39
New +$22.2K 0.01% 210

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Kentucky Trust Company's UNH Position: Q2 2026 in Review

Kentucky Trust Company increased its UnitedHealth (UNH) stake by 2.2% in Q2 2026, buying an estimated $741 and bringing the position to 92 shares worth $38.2K. The position accounts for 0.02% of the portfolio, ranked #190.

Kentucky Trust Company first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $48.7K in Q1 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Kentucky Trust Company held 92 shares of UnitedHealth worth $38.2K as of Q2 2026.
  • Kentucky Trust Company bought 2 UnitedHealth shares in Q2 2026, an estimated $741.
  • UnitedHealth made up 0.02% of Kentucky Trust Company's portfolio in Q2 2026, its #190 holding.
  • Kentucky Trust Company first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Kentucky Trust Company's UnitedHealth position peaked at $48.7K in Q1 2025.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kentucky Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.