KIM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.3M Buy
20,475
+6,723
+49% +$3.05M 0.14% 64
2025
Q1 		$7.2M Buy
13,752
+4,292
+45% +$2.25M 0.23% 54
2024
Q4 		$4.79M Sell
9,460
-40
-0.4% -$20.2K 0.19% 61
2024
Q3 		$5.55M Buy
+9,500
New +$5.55M 0.24% 57