Kestra Investment Management’s UnitedHealth UNH Stock Holding History

Kestra Investment Management’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	$889K	Sell	3,286 -1,411	-30%	-$420K	0.02%	228
2025 Q4	$1.55M	Sell	4,697 -885	-16%	-$300K	0.04%	150
2025 Q3	$1.93M	Sell	5,582 -14,893	-73%	-$4.5M	0.05%	127
2025 Q2	$9.3M	Buy	20,475 +6,723	+49%	+$2.57M	0.14%	64
2025 Q1	$7.2M	Buy	13,752 +4,292	+45%	+$2.19M	0.23%	54
2024 Q4	$4.79M	Sell	9,460 -40	-0.4%	-$22.7K	0.19%	61
2024 Q3	$5.55M	Buy	+9,500	New	+$5.37M	0.24%	57

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kestra Investment Management's UNH Position: Q1 2026 in Review

Kestra Investment Management reduced its UnitedHealth (UNH) stake by 30% in Q1 2026, selling an estimated $420K and leaving 3,286 shares worth $889K. The position accounts for 0.02% of the portfolio, ranked #228.

Kestra Investment Management first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.3M in Q2 2025. 3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Kestra Investment Management held 3,286 shares of UnitedHealth worth $889K as of Q1 2026.
Kestra Investment Management sold 1,411 UnitedHealth shares in Q1 2026, an estimated $420K.
UnitedHealth made up 0.02% of Kestra Investment Management's portfolio in Q1 2026, its #228 holding.
Kestra Investment Management first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
Kestra Investment Management's UnitedHealth position peaked at $9.3M in Q2 2025.
3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.