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Keystone Financial Group (Kentucky)’s UnitedHealth UNH Stock Holding History

Keystone Financial Group (Kentucky)’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 		$834K Buy
2,007
+167
+9% +$61.9K 0.05% 246
2026
Q1 		$525K Buy
1,840
+193
+12% +$57.5K 0.04% 288
2025
Q4 		$544K Sell
1,647
-61
-4% -$20.7K 0.04% 245
2025
Q3 		$588K Buy
1,708
+51
+3% +$15.4K 0.04% 219
2025
Q2 		$501K Sell
1,657
-1,090
-40% -$417K 0.05% 230
2025
Q1 		$1.4M Buy
2,747
+103
+4% +$52.7K 0.14% 106
2024
Q4 		$1.34M Buy
2,644
+382
+17% +$217K 0.13% 112
2024
Q3 		$1.32M Buy
2,262
+10
+0.4% +$5.66K 0.17% 95
2024
Q2 		$1.15M Sell
2,252
-112
-5% -$54.9K 0.41% 44
2024
Q1 		$1.17M Buy
2,364
+704
+42% +$358K 0.17% 95
2023
Q4 		$874K Sell
1,660
-249
-13% -$133K 0.15% 103
2023
Q3 		$962K Sell
1,909
-135
-7% -$66.4K 0.16% 102
2023
Q2 		$983K Buy
+2,044
New +$999K 0.17% 99
2022
Q4 		$978K Buy
1,844
+352
+24% +$186K 0.19% 94
2022
Q3 		$754K Sell
1,492
-285
-16% -$150K 0.15% 115
2022
Q2 		$913K Sell
1,777
-10
-0.6% -$5.02K 0.18% 98
2022
Q1 		$911K Buy
1,787
+5
+0.3% +$2.41K 0.15% 110
2021
Q4 		$895K Sell
1,782
-10
-0.6% -$4.53K 0.15% 116
2021
Q3 		$700K Buy
1,792
+7
+0.4% +$2.9K 0.13% 133
2021
Q2 		$715K Buy
1,785
+205
+13% +$81.7K 0.13% 134
2021
Q1 		$588K Buy
1,580
+208
+15% +$72.1K 0.11% 141
2020
Q4 		$481K Buy
1,372
+14
+1% +$4.69K 0.1% 144
2020
Q3 		$423K Sell
1,358
-122
-8% -$37.5K 0.1% 144
2020
Q2 		$437K Sell
1,480
-70
-5% -$20.1K 0.12% 134
2020
Q1 		$387K Buy
+1,550
New +$427K 0.13% 131
2019
Q4 		– Sell
-1,475
Closed -$321K – 252
2019
Q3 		$321K Buy
1,475
+392
+36% +$94.6K 0.1% 166
2019
Q2 		$264K Buy
+1,083
New +$260K 0.09% 180

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

Keystone Financial Group (Kentucky)'s UNH Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its UnitedHealth (UNH) stake by 9.1% in Q2 2026, buying an estimated $61.9K and bringing the position to 2,007 shares worth $834K. The position accounts for 0.05% of the portfolio, ranked #246.

Keystone Financial Group (Kentucky) first reported a position in UNH in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.4M in Q1 2025. 1,927 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 2,007 shares of UnitedHealth worth $834K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 167 UnitedHealth shares in Q2 2026, an estimated $61.9K.
  • UnitedHealth made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #246 holding.
  • Keystone Financial Group (Kentucky) first reported a position in UnitedHealth in Q2 2019 and has held it in 27 quarters since.
  • Keystone Financial Group (Kentucky)'s UnitedHealth position peaked at $1.4M in Q1 2025.
  • 1,927 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.