KCM
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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
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

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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

Key Capital Management's UNH Position: Q2 2026 in Review

Key Capital Management reduced its UnitedHealth (UNH) stake by 66% in Q2 2026, selling an estimated $104K and leaving 142 shares worth $59K. The position accounts for 0.03% of the portfolio, ranked #151.

Key Capital Management first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. The position peaked at $114K in Q1 2026. 1,979 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Key Capital Management held 142 shares of UnitedHealth worth $59K as of Q2 2026.
  • Key Capital Management sold 280 UnitedHealth shares in Q2 2026, an estimated $104K.
  • UnitedHealth made up 0.03% of Key Capital Management's portfolio in Q2 2026, its #151 holding.
  • Key Capital Management first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's UnitedHealth position peaked at $114K in Q1 2026.
  • 1,979 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.