Kestra Advisory Services’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,000
Closed -$1.01M 2904
2024
Q4
$1.01M Hold
2,000
0.01% 1413
2024
Q3
$1.17M Hold
2,000
0.01% 1242
2024
Q2
$1.02M Buy
+2,000
New +$980K 0.01% 1306

Other funds holding UNH

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.