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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
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

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

KFA Private Wealth Group's UNH Position: Q2 2026 in Review

KFA Private Wealth Group reduced its UnitedHealth (UNH) stake by 26% in Q2 2026, selling an estimated $92.7K and leaving 717 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #122.

KFA Private Wealth Group first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.43M in Q4 2023. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • KFA Private Wealth Group held 717 shares of UnitedHealth worth $298K as of Q2 2026.
  • KFA Private Wealth Group sold 250 UnitedHealth shares in Q2 2026, an estimated $92.7K.
  • UnitedHealth made up 0.07% of KFA Private Wealth Group's portfolio in Q2 2026, its #122 holding.
  • KFA Private Wealth Group first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • KFA Private Wealth Group's UnitedHealth position peaked at $1.43M in Q4 2023.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.