Kerntke Otto McGlone Wealth Management Group’s UnitedHealth UNH Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 Q3	–	Sell	-905	Closed	-$282K	–	89
2025 Q2	$282K	Sell	905 -11	-1%	-$4.2K	0.22%	65
2025 Q1	$480K	Sell	916 -40	-4%	-$20.4K	0.42%	41
2024 Q4	$484K	Buy	956 +2	+0.2%	+$1.14K	0.36%	41
2024 Q3	$558K	Buy	954 +4	+0.4%	+$2.26K	0.47%	36
2024 Q2	$484K	Buy	950 +256	+37%	+$125K	0.45%	35
2024 Q1	$343K	Sell	694 -5	-0.7%	-$2.54K	0.34%	50
2023 Q4	$368K	Sell	699 -19	-3%	-$10.1K	0.37%	43
2023 Q3	$363K	Sell	718 -43	-6%	-$21.2K	0.37%	42
2023 Q2	$366K	Buy	761 +21	+3%	+$10.3K	0.36%	45
2023 Q1	$350K	Sell	740 -13	-2%	-$6.27K	0.36%	45
2022 Q4	$399K	Buy	753 +9	+1%	+$4.77K	0.46%	37
2022 Q3	$376K	Buy	744 +1	+0.1%	+$526	0.57%	34
2022 Q2	$382K	Buy	+743	New	+$373K	0.57%	33

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's UNH Position: Q3 2025 in Review

Kerntke Otto McGlone Wealth Management Group sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 905 shares — an estimated $282K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in UNH in Q2 2022 and held it in 13 quarters. The position peaked at $558K in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Kerntke Otto McGlone Wealth Management Group reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 905 UnitedHealth shares in Q3 2025, an estimated $282K.
Kerntke Otto McGlone Wealth Management Group first reported a position in UnitedHealth in Q2 2022 and held it in 13 quarters.
Kerntke Otto McGlone Wealth Management Group's UnitedHealth position peaked at $558K in Q3 2024.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2025, filed 21 Oct 2025.