KFP
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Kerr Financial Planning’s UnitedHealth UNH Stock Holding History

Kerr Financial Planning’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 		$141K Buy
341
+2
+0.6% +$741 0.16% 106
2026
Q1 		$125K Buy
339
+3
+0.9% +$893 0.09% 109
2025
Q4 		$90K Sell
336
-8
-2% -$2.71K 0.12% 133
2025
Q3 		$112K Buy
+344
New +$104K 0.16% 107

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 $3.37T AUM 44.26% 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

Kerr Financial Planning's UNH Position: Q2 2026 in Review

Kerr Financial Planning increased its UnitedHealth (UNH) stake by 0.59% in Q2 2026, buying an estimated $741 and bringing the position to 341 shares worth $141K. The position accounts for 0.16% of the portfolio, ranked #106.

Kerr Financial Planning first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 3,364 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Kerr Financial Planning held 341 shares of UnitedHealth worth $141K as of Q2 2026.
  • Kerr Financial Planning bought 2 UnitedHealth shares in Q2 2026, an estimated $741.
  • UnitedHealth made up 0.16% of Kerr Financial Planning's portfolio in Q2 2026, its #106 holding.
  • Kerr Financial Planning first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • 3,364 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.