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Kesler Norman & Wride’s UnitedHealth UNH Stock Holding History

Kesler Norman & Wride’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 		$2.51M Sell
6,031
-73
-1% -$27.1K 0.4% 66
2026
Q1 		$1.65M Buy
6,104
+807
+15% +$240K 0.28% 86
2025
Q4 		$1.75M Sell
5,297
-13,913
-72% -$4.71M 0.3% 76
2025
Q3 		$9.72M Buy
19,210
+14,348
+295% +$4.34M 1.91% 6
2025
Q2 		$1.52M Sell
4,862
-15,298
-76% -$5.85M 0.27% 83
2025
Q1 		$10.6M Buy
20,160
+950
+5% +$486K 2.01% 6
2024
Q4 		$9.72M Buy
19,210
+441
+2% +$251K 2.1% 5
2024
Q3 		$11M Sell
18,769
-2,710
-13% -$1.53M 2.15% 5
2024
Q2 		$10.9M Buy
21,479
+1,856
+9% +$910K 2.32% 5
2024
Q1 		$9.71M Buy
19,623
+2,755
+16% +$1.4M 2.06% 8
2023
Q4 		$8.88M Sell
16,868
-267
-2% -$142K 2.03% 7
2023
Q3 		$8.64M Sell
17,135
-320
-2% -$157K 2.17% 6
2023
Q2 		$8.39M Buy
17,455
+157
+0.9% +$76.8K 2.03% 8
2023
Q1 		$8.18M Buy
17,298
+350
+2% +$169K 2.06% 6
2022
Q4 		$8.99M Sell
16,948
-481
-3% -$255K 2.31% 3
2022
Q3 		$8.8M Buy
17,429
+415
+2% +$218K 2.45% 4
2022
Q2 		$8.74M Sell
17,014
-1,887
-10% -$948K 2.42% 4
2022
Q1 		$9.64M Sell
18,901
-96
-0.5% -$46.3K 2.14% 5
2021
Q4 		$9.54M Buy
18,997
+363
+2% +$164K 2.02% 7
2021
Q3 		$7.28M Buy
18,634
+131
+0.7% +$54.3K 1.72% 11
2021
Q2 		$7.63M Buy
18,503
+315
+2% +$126K 1.76% 11
2021
Q1 		$6.77M Buy
18,188
+249
+1% +$86.3K 1.68% 18
2020
Q4 		$6.29M Buy
+17,939
New +$6.01M 1.75% 17

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Kesler Norman & Wride's UNH Position: Q2 2026 in Review

Kesler Norman & Wride reduced its UnitedHealth (UNH) stake by 1.2% in Q2 2026, selling an estimated $27.1K and leaving 6,031 shares worth $2.51M. The position accounts for 0.4% of the portfolio, ranked #66.

Kesler Norman & Wride first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $11M in Q3 2024. 1,775 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Kesler Norman & Wride held 6,031 shares of UnitedHealth worth $2.51M as of Q2 2026.
  • Kesler Norman & Wride sold 73 UnitedHealth shares in Q2 2026, an estimated $27.1K.
  • UnitedHealth made up 0.4% of Kesler Norman & Wride's portfolio in Q2 2026, its #66 holding.
  • Kesler Norman & Wride first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Kesler Norman & Wride's UnitedHealth position peaked at $11M in Q3 2024.
  • 1,775 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.