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 Q2	$2.19M	Buy	5,273 +1,987	+60%	+$736K	0.04%	131
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 -1,141	-17%	-$345K	0.05%	127
2025 Q2	$2.1M	Sell	6,723 -7,029	-51%	-$2.69M	0.06%	111
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kestra Investment Management's UNH Position: Q2 2026 in Review

Kestra Investment Management increased its UnitedHealth (UNH) stake by 60% in Q2 2026, buying an estimated $736K and bringing the position to 5,273 shares worth $2.19M. The position accounts for 0.04% of the portfolio, ranked #131.

Kestra Investment Management first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.2M in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Kestra Investment Management held 5,273 shares of UnitedHealth worth $2.19M as of Q2 2026.
Kestra Investment Management bought 1,987 UnitedHealth shares in Q2 2026, an estimated $736K.
UnitedHealth made up 0.04% of Kestra Investment Management's portfolio in Q2 2026, its #131 holding.
Kestra Investment Management first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
Kestra Investment Management's UnitedHealth position peaked at $7.2M in Q1 2025.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.