KCFA
UNH icon

Key Client Fiduciary Advisors’s UnitedHealth UNH Stock Holding History

Key Client Fiduciary Advisors’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
2025
Q4 		– Sell
-757
Closed -$261K – 244
2025
Q3 		$261K Buy
+757
New +$229K 0.09% 180
2025
Q2 		– Sell
-459
Closed -$240K – 211
2025
Q1 		$240K Sell
459
-12
-3% -$6.13K 0.11% 164
2024
Q4 		$238K Sell
471
-14
-3% -$7.96K 0.11% 169
2024
Q3 		$284K Buy
485
+60
+14% +$33.9K 0.13% 152
2024
Q2 		$217K Sell
425
-4
-0.9% -$1.96K 0.11% 169
2024
Q1 		$212K Buy
+429
New +$218K 0.11% 169

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Key Client Fiduciary Advisors's UNH Position: Q4 2025 in Review

Key Client Fiduciary Advisors sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 757 shares — an estimated $261K sold.

Key Client Fiduciary Advisors first reported a position in UNH in Q1 2024 and held it in 6 quarters. The position peaked at $284K in Q3 2024. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Key Client Fiduciary Advisors reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 757 UnitedHealth shares in Q4 2025, an estimated $261K.
  • Key Client Fiduciary Advisors first reported a position in UnitedHealth in Q1 2024 and held it in 6 quarters.
  • Key Client Fiduciary Advisors's UnitedHealth position peaked at $284K in Q3 2024.
  • 3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Key Client Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.