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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
Q2 		$53.5M Sell
128,838
-6,270
-5% -$2.32M 0.17% 115
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 $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

Kestra Advisory Services's UNH Position: Q2 2026 in Review

Kestra Advisory Services reduced its UnitedHealth (UNH) stake by 4.6% in Q2 2026, selling an estimated $2.32M and leaving 128,838 shares worth $53.5M. The position accounts for 0.17% of the portfolio, ranked #115.

Kestra Advisory Services first reported a position in UNH in Q3 2020 and has held it in 24 quarters since. The position peaked at $70.2M in Q4 2022. 3,379 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Kestra Advisory Services held 128,838 shares of UnitedHealth worth $53.5M as of Q2 2026.
  • Kestra Advisory Services sold 6,270 UnitedHealth shares in Q2 2026, an estimated $2.32M.
  • UnitedHealth made up 0.17% of Kestra Advisory Services's portfolio in Q2 2026, its #115 holding.
  • Kestra Advisory Services first reported a position in UnitedHealth in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's UnitedHealth position peaked at $70.2M in Q4 2022.
  • 3,379 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.