Keyes Stange & Wooten Wealth Management’s UnitedHealth UNH Stock Holding History

Keyes Stange & Wooten 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	$412K	Buy	991 +35	+4%	+$13K	0.16%	55
2026 Q1	$259K	Sell	956 -411	-30%	-$122K	0.12%	62
2025 Q4	$451K	Buy	1,367 +7	+0.5%	+$2.37K	0.21%	47
2025 Q3	$470K	Sell	1,360 -32	-2%	-$9.68K	0.23%	45
2025 Q2	$434K	Buy	1,392 +606	+77%	+$232K	0.23%	44
2025 Q1	$412K	Buy	786 +135	+21%	+$69K	0.23%	45
2024 Q4	$329K	Sell	651 -757	-54%	-$430K	0.19%	52
2024 Q3	$823K	Buy	1,408 +953	+209%	+$539K	0.49%	25
2024 Q2	$232K	Sell	455 -5	-1%	-$2.45K	0.16%	57
2024 Q1	$228K	Sell	460 -3	-0.6%	-$1.52K	0.2%	57
2023 Q4	$244K	Buy	+463	New	+$247K	0.26%	49

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Keyes Stange & Wooten Wealth Management's UNH Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management increased its UnitedHealth (UNH) stake by 3.7% in Q2 2026, buying an estimated $13K and bringing the position to 991 shares worth $412K. The position accounts for 0.16% of the portfolio, ranked #55.

Keyes Stange & Wooten Wealth Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $823K in Q3 2024. 1,444 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Keyes Stange & Wooten Wealth Management held 991 shares of UnitedHealth worth $412K as of Q2 2026.
Keyes Stange & Wooten Wealth Management bought 35 UnitedHealth shares in Q2 2026, an estimated $13K.
UnitedHealth made up 0.16% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #55 holding.
Keyes Stange & Wooten Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Keyes Stange & Wooten Wealth Management's UnitedHealth position peaked at $823K in Q3 2024.
1,444 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.