KFA Private Wealth Group
UNH icon

KFA Private Wealth Group’s UnitedHealth UNH Stock Holding History

KFA Private Wealth Group’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
Q3 		$252K Sell
685
-32
-4% -$12.9K 0.06% 134
2026
Q2 		$298K Sell
717
-250
-26% -$92.7K 0.07% 122
2026
Q1 		$262K Buy
967
+56
+6% +$16.7K 0.06% 140
2025
Q4 		$301K Sell
911
-47
-5% -$15.9K 0.07% 121
2025
Q3 		$331K Buy
958
+176
+23% +$53.2K 0.09% 99
2025
Q2 		$244K Buy
782
+198
+34% +$75.7K 0.08% 121
2025
Q1 		$306K Buy
584
+139
+31% +$71.1K 0.11% 83
2024
Q4 		$225K Buy
445
+15
+3% +$8.52K 0.09% 84
2024
Q3 		$251K Buy
+430
New +$243K 0.12% 73
2024
Q2 		– Sell
-2,807
Closed -$1.39M – 97
2024
Q1 		$1.39M Buy
2,807
+92
+3% +$46.8K 0.43% 31
2023
Q4 		$1.43M Buy
2,715
+21
+0.8% +$11.2K 0.51% 27
2023
Q3 		$1.36M Sell
2,694
-99
-4% -$48.7K 0.56% 26
2023
Q2 		$1.34M Buy
2,793
+184
+7% +$90K 0.56% 26
2023
Q1 		$1.23M Buy
2,609
+54
+2% +$26.1K 0.56% 25
2022
Q4 		$1.35M Buy
2,555
+1
+0% +$530 0.69% 23
2022
Q3 		$1.29M Buy
2,554
+1
+0% +$526 0.69% 23
2022
Q2 		$1.31M Buy
2,553
+1
+0% +$502 0.73% 22
2022
Q1 		$1.3M Buy
2,552
+1
+0% +$482 0.65% 23
2021
Q4 		$1.28M Sell
2,551
-81
-3% -$36.7K 0.64% 23
2021
Q3 		$1.03M Buy
2,632
+1
+0% +$414 0.56% 26
2021
Q2 		$1.05M Sell
2,631
-1
-0% -$399 0.58% 25
2021
Q1 		$979K Buy
2,632
+13
+0.5% +$4.5K 0.57% 27
2020
Q4 		$918K Sell
2,619
-10
-0.4% -$3.35K 0.58% 27
2020
Q3 		$820K Buy
2,629
+163
+7% +$50.1K 0.61% 27
2020
Q2 		$727K Sell
2,466
-159
-6% -$45.6K 0.7% 24
2020
Q1 		$655K Buy
2,625
+216
+9% +$59.4K 0.78% 19
2019
Q4 		$708K Buy
+2,409
New +$630K 0.65% 21

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KFA Private Wealth Group's UNH Position: Q3 2026 in Review

KFA Private Wealth Group reduced its UnitedHealth (UNH) stake by 4.5% in Q3 2026, selling an estimated $12.9K and leaving 685 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #134.

KFA Private Wealth Group first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.43M in Q4 2023. 1,389 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • KFA Private Wealth Group held 685 shares of UnitedHealth worth $252K as of Q3 2026.
  • KFA Private Wealth Group sold 32 UnitedHealth shares in Q3 2026, an estimated $12.9K.
  • UnitedHealth made up 0.06% of KFA Private Wealth Group's portfolio in Q3 2026, its #134 holding.
  • KFA Private Wealth Group first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • KFA Private Wealth Group's UnitedHealth position peaked at $1.43M in Q4 2023.
  • 1,389 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.