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Kestra Advisory Services’s UnitedHealth UNH Stock Holding History

Kestra Advisory Services’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 		$36.6M Sell
135,108
-4,335
-3% -$1.29M 0.14% 145
2025
Q4 		$46M Sell
139,443
-4,506
-3% -$1.53M 0.19% 96
2025
Q3 		$49.7M Buy
143,949
+39,850
+38% +$12.1M 0.23% 80
2025
Q2 		$32.5M Buy
104,099
+8,624
+9% +$3.3M 0.16% 115
2025
Q1 		$50M Sell
95,475
-2,514
-3% -$1.29M 0.24% 59
2024
Q4 		$49.6M Buy
97,989
+4,087
+4% +$2.32M 0.27% 68
2024
Q3 		$54.9M Sell
93,902
-7,505
-7% -$4.24M 0.3% 60
2024
Q2 		$51.6M Buy
101,407
+141
+0.1% +$69.1K 0.29% 61
2024
Q1 		$50.1M Buy
101,266
+6,030
+6% +$3.07M 0.34% 48
2023
Q4 		$50.1M Sell
95,236
-1,434
-1% -$765K 0.41% 34
2023
Q3 		$48.7M Buy
96,670
+6,423
+7% +$3.16M 0.48% 30
2023
Q2 		$43.4M Sell
90,247
-592
-0.7% -$289K 0.43% 35
2023
Q1 		$42.9M Sell
90,839
-41,485
-31% -$20M 0.47% 32
2022
Q4 		$70.2M Buy
132,324
+3,964
+3% +$2.1M 0.62% 20
2022
Q3 		$64.8M Buy
128,360
+10,165
+9% +$5.35M 0.69% 14
2022
Q2 		$60.7M Buy
118,195
+17,036
+17% +$8.56M 0.62% 20
2022
Q1 		$51.6M Buy
101,159
+2,272
+2% +$1.1M 0.54% 22
2021
Q4 		$49.7M Sell
98,887
-134
-0.1% -$60.7K 0.5% 27
2021
Q3 		$38.7M Buy
99,021
+3,167
+3% +$1.31M 0.39% 47
2021
Q2 		$38.4M Buy
95,854
+947
+1% +$378K 0.44% 36
2021
Q1 		$35.3M Buy
94,907
+19,090
+25% +$6.61M 0.45% 35
2020
Q4 		$26.2M Buy
75,817
+22,399
+42% +$7.51M 0.3% 66
2020
Q3 		$16.7M Buy
+53,418
New +$16.4M 0.31% 67

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kestra Advisory Services's UNH Position: Q1 2026 in Review

Kestra Advisory Services reduced its UnitedHealth (UNH) stake by 3.1% in Q1 2026, selling an estimated $1.29M and leaving 135,108 shares worth $36.6M. The position accounts for 0.14% of the portfolio, ranked #145.

Kestra Advisory Services first reported a position in UNH in Q3 2020 and has held it in 23 quarters since. The position peaked at $70.2M in Q4 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Kestra Advisory Services held 135,108 shares of UnitedHealth worth $36.6M as of Q1 2026.
  • Kestra Advisory Services sold 4,335 UnitedHealth shares in Q1 2026, an estimated $1.29M.
  • UnitedHealth made up 0.14% of Kestra Advisory Services's portfolio in Q1 2026, its #145 holding.
  • Kestra Advisory Services first reported a position in UnitedHealth in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's UnitedHealth position peaked at $70.2M in Q4 2022.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.