KMWM
UNH icon

Keudell/Morrison Wealth Management’s UnitedHealth UNH Stock Holding History

Keudell/Morrison Wealth 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 		$1.11M Sell
2,681
-163
-6% -$60.4K 0.21% 76
2026
Q1 		$770K Buy
2,844
+432
+18% +$129K 0.16% 91
2025
Q4 		$796K Buy
+2,412
New +$817K 0.17% 90
2025
Q2 		$1.03M Buy
3,289
+532
+19% +$203K 0.23% 66
2025
Q1 		$1.44M Hold
2,757
– – 0.34% 53
2024
Q4 		$1.39M Sell
2,757
-66
-2% -$37.5K 0.36% 53
2024
Q3 		$1.65M Sell
2,823
-33
-1% -$18.7K 0.45% 49
2024
Q2 		$1.45M Sell
2,856
-303
-10% -$149K 0.43% 51
2024
Q1 		$1.56M Sell
3,159
-239
-7% -$122K 0.47% 47
2023
Q4 		$1.79M Sell
3,398
-141
-4% -$75.2K 0.59% 32
2023
Q3 		$1.78M Buy
3,539
+22
+0.6% +$10.8K 0.54% 30
2023
Q2 		$1.69M Sell
3,517
-1
-0% -$489 0.49% 37
2023
Q1 		$1.66M Sell
3,518
-19
-0.5% -$9.17K 0.49% 35
2022
Q4 		$1.88M Sell
3,537
-188
-5% -$99.6K 0.6% 28
2022
Q3 		$1.88M Sell
3,725
-156
-4% -$82K 0.7% 26
2022
Q2 		$1.99M Sell
3,881
-329
-8% -$165K 0.72% 29
2022
Q1 		$2.15M Sell
4,210
-266
-6% -$128K 0.9% 22
2021
Q4 		$2.25M Buy
4,476
+114
+3% +$51.6K 0.89% 21
2021
Q3 		$1.7M Sell
4,362
-60
-1% -$24.9K 0.73% 29
2021
Q2 		$1.77M Sell
4,422
-199
-4% -$79.3K 0.97% 25
2021
Q1 		$1.72M Sell
4,621
-412
-8% -$143K 1% 26
2020
Q4 		$1.76M Sell
5,033
-851
-14% -$285K 1.12% 20
2020
Q3 		$1.83M Buy
5,884
+737
+14% +$226K 1.18% 20
2020
Q2 		$1.52M Sell
5,147
-98
-2% -$28.1K 1.26% 22
2020
Q1 		$1.31M Sell
5,245
-255
-5% -$70.2K 1.28% 19
2019
Q4 		$1.62M Sell
5,500
-20
-0.4% -$5.23K 1.12% 21
2019
Q3 		$1.2M Buy
5,520
+17
+0.3% +$4.1K 0.99% 31
2019
Q2 		$1.36M Buy
5,503
+321
+6% +$77.2K 1.19% 23
2019
Q1 		$1.28M Buy
+5,182
New +$1.32M 1.13% 25

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Keudell/Morrison Wealth Management's UNH Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its UnitedHealth (UNH) stake by 5.7% in Q2 2026, selling an estimated $60.4K and leaving 2,681 shares worth $1.11M. The position accounts for 0.21% of the portfolio, ranked #76.

Keudell/Morrison Wealth Management first reported a position in UNH in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.25M in Q4 2021. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Keudell/Morrison Wealth Management held 2,681 shares of UnitedHealth worth $1.11M as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 163 UnitedHealth shares in Q2 2026, an estimated $60.4K.
  • UnitedHealth made up 0.21% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Keudell/Morrison Wealth Management first reported a position in UnitedHealth in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's UnitedHealth position peaked at $2.25M in Q4 2021.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.