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Kestra Private Wealth Services’s UnitedHealth UNH Stock Holding History

Kestra Private Wealth 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 		$15.7M Buy
37,810
+5,907
+19% +$2.19M 0.17% 140
2026
Q1 		$8.63M Buy
31,903
+4,044
+15% +$1.2M 0.11% 218
2025
Q4 		$9.2M Sell
27,859
-7,200
-21% -$2.44M 0.11% 195
2025
Q3 		$12.1M Buy
35,059
+3,864
+12% +$1.17M 0.16% 138
2025
Q2 		$9.73M Sell
31,195
-1,035
-3% -$396K 0.14% 173
2025
Q1 		$16.9M Sell
32,230
-164
-0.5% -$83.8K 0.28% 74
2024
Q4 		$16.4M Sell
32,394
-2,106
-6% -$1.2M 0.28% 78
2024
Q3 		$20.2M Buy
34,500
+1,255
+4% +$710K 0.37% 52
2024
Q2 		$16.9M Sell
33,245
-4,121
-11% -$2.02M 0.34% 58
2024
Q1 		$18.5M Buy
37,366
+1,638
+5% +$833K 0.42% 49
2023
Q4 		$18.8M Buy
35,728
+2,515
+8% +$1.34M 0.48% 38
2023
Q3 		$16.7M Buy
33,213
+3,884
+13% +$1.91M 0.53% 39
2023
Q2 		$14.1M Buy
29,329
+289
+1% +$141K 0.48% 43
2023
Q1 		$13.7M Buy
29,040
+9,906
+52% +$4.78M 0.55% 36
2022
Q4 		$10.1M Sell
19,134
-1,550
-7% -$821K 0.51% 43
2022
Q3 		$10.4M Buy
20,684
+913
+5% +$480K 0.6% 30
2022
Q2 		$10.2M Buy
19,771
+3,444
+21% +$1.73M 0.58% 30
2022
Q1 		$8.33M Sell
16,327
-92
-0.6% -$44.4K 0.41% 52
2021
Q4 		$8.24M Buy
16,419
+3,242
+25% +$1.47M 0.39% 52
2021
Q3 		$5.15M Buy
13,177
+1,552
+13% +$643K 0.29% 78
2021
Q2 		$4.66M Buy
11,625
+191
+2% +$76.2K 0.28% 82
2021
Q1 		$4.25M Buy
11,434
+797
+7% +$276K 0.3% 79
2020
Q4 		$3.67M Buy
10,637
+211
+2% +$70.7K 0.27% 91
2020
Q3 		$3.25M Buy
+10,426
New +$3.2M 0.28% 83

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Kestra Private Wealth Services's UNH Position: Q2 2026 in Review

Kestra Private Wealth Services increased its UnitedHealth (UNH) stake by 19% in Q2 2026, buying an estimated $2.19M and bringing the position to 37,810 shares worth $15.7M. The position accounts for 0.17% of the portfolio, ranked #140.

Kestra Private Wealth Services first reported a position in UNH in Q3 2020 and has held it in 24 quarters since. The position peaked at $20.2M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Kestra Private Wealth Services held 37,810 shares of UnitedHealth worth $15.7M as of Q2 2026.
  • Kestra Private Wealth Services bought 5,907 UnitedHealth shares in Q2 2026, an estimated $2.19M.
  • UnitedHealth made up 0.17% of Kestra Private Wealth Services's portfolio in Q2 2026, its #140 holding.
  • Kestra Private Wealth Services first reported a position in UnitedHealth in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's UnitedHealth position peaked at $20.2M in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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