Key Capital Management
UNH icon

Key Capital Management’s UnitedHealth UNH Stock Holding History

Key Capital 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
Q3 		$53.6K Buy
146
+4
+3% +$1.61K 0.02% 234
2026
Q2 		$59K Sell
142
-280
-66% -$104K 0.03% 151
2026
Q1 		$114K Buy
422
+304
+258% +$90.5K 0.08% 93
2025
Q4 		$39K Buy
+118
New +$40K 0.04% 158

Other funds holding UNH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Key Capital Management's UNH Position: Q3 2026 in Review

Key Capital Management increased its UnitedHealth (UNH) stake by 2.8% in Q3 2026, buying an estimated $1.61K and bringing the position to 146 shares worth $53.6K. The position accounts for 0.02% of the portfolio, ranked #234.

Key Capital Management first reported a position in UNH in Q4 2025 and has held it in 4 quarters since. The position peaked at $114K in Q1 2026. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Key Capital Management held 146 shares of UnitedHealth worth $53.6K as of Q3 2026.
  • Key Capital Management bought 4 UnitedHealth shares in Q3 2026, an estimated $1.61K.
  • UnitedHealth made up 0.02% of Key Capital Management's portfolio in Q3 2026, its #234 holding.
  • Key Capital Management first reported a position in UnitedHealth in Q4 2025 and has held it in 4 quarters since.
  • Key Capital Management's UnitedHealth position peaked at $114K in Q1 2026.
  • 1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.