Keystone Investors’s UnitedHealth UNH Stock Holding History

Keystone Investors’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	-12,450	Closed	-$4.3M	–	101
2025 Q3	$4.3M	Buy	+12,450	New	+$3.77M	0.5%	41

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Keystone Investors's UNH Position: Q4 2025 in Review

Keystone Investors sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 12,450 shares — an estimated $4.3M sold.

Keystone Investors first reported a position in UNH in Q3 2025 and held it in 1 quarter. The position peaked at $4.3M in Q3 2025. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Keystone Investors reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Keystone Investors sold 12,450 UnitedHealth shares in Q4 2025, an estimated $4.3M.
Keystone Investors first reported a position in UnitedHealth in Q3 2025 and held it in 1 quarter.
Keystone Investors's UnitedHealth position peaked at $4.3M in Q3 2025.
3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Keystone Investors's 13F filing for Q4 2025, filed 13 Feb 2026.