KFI
UNH icon

Key Financial Inc’s UnitedHealth UNH Stock Holding History

Key Financial Inc’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 		$1.22M Sell
2,946
-26
-0.9% -$9.64K 0.2% 97
2026
Q1 		$804K Sell
2,972
-85
-3% -$25.3K 0.14% 132
2025
Q4 		$1.01M Buy
3,057
+100
+3% +$33.9K 0.18% 102
2025
Q3 		$1.03M Sell
2,957
-751
-20% -$227K 0.19% 103
2025
Q2 		$1.16M Sell
3,708
-184
-5% -$70.3K 0.23% 81
2025
Q1 		$2.04M Hold
3,892
– – 0.44% 48
2024
Q4 		$1.97M Buy
3,892
+84
+2% +$47.7K 0.45% 47
2024
Q3 		$2.23M Buy
3,808
+11
+0.3% +$6.22K 0.49% 43
2024
Q2 		$1.93M Buy
3,797
+146
+4% +$71.6K 0.46% 46
2024
Q1 		$1.81M Hold
3,651
– – 0.46% 45
2023
Q4 		$1.92M Hold
3,651
– – 0.53% 39
2023
Q3 		$1.84M Buy
3,651
+4
+0.1% +$1.97K 0.62% 33
2023
Q2 		$1.75M Buy
3,647
+151
+4% +$73.8K 0.58% 34
2023
Q1 		$1.65M Buy
3,496
+200
+6% +$96.5K 0.6% 32
2022
Q4 		$1.66M Hold
3,296
– – 0.79% 26
2022
Q3 		$1.67M Hold
3,296
– – 0.78% 26
2022
Q2 		$1.71M Sell
3,296
-264
-7% -$133K 0.92% 21
2022
Q1 		$1.81M Buy
3,560
+1,323
+59% +$638K 0.9% 22
2021
Q4 		$1.12M Hold
2,237
– – 0.56% 33
2021
Q3 		$874K Buy
2,237
+7
+0.3% +$2.9K 0.49% 37
2021
Q2 		$919K Buy
2,230
+280
+14% +$112K 0.51% 35
2021
Q1 		$726K Hold
1,950
– – 0.48% 39
2020
Q4 		$684K Hold
1,950
– – 0.51% 38
2020
Q3 		$608K Hold
1,950
– – 0.62% 38
2020
Q2 		$565K Hold
1,950
– – 0.65% 39
2020
Q1 		$490K Hold
1,950
– – 0.5% 39
2019
Q4 		$573K Buy
+1,950
New +$510K 0.54% 45

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

Key Financial Inc's UNH Position: Q2 2026 in Review

Key Financial Inc reduced its UnitedHealth (UNH) stake by 0.87% in Q2 2026, selling an estimated $9.64K and leaving 2,946 shares worth $1.22M. The position accounts for 0.2% of the portfolio, ranked #97.

Key Financial Inc first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.23M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Key Financial Inc held 2,946 shares of UnitedHealth worth $1.22M as of Q2 2026.
  • Key Financial Inc sold 26 UnitedHealth shares in Q2 2026, an estimated $9.64K.
  • UnitedHealth made up 0.2% of Key Financial Inc's portfolio in Q2 2026, its #97 holding.
  • Key Financial Inc first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Key Financial Inc's UnitedHealth position peaked at $2.23M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.