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KFG Wealth Management’s UnitedHealth UNH Stock Holding History

KFG 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 		– Sell
-2,184
Closed -$591K – 242
2026
Q1 		$591K Buy
2,184
+167
+8% +$49.7K 0.08% 119
2025
Q4 		$666K Sell
2,017
-325
-14% -$110K 0.09% 99
2025
Q3 		$809K Sell
2,342
-378
-14% -$114K 0.12% 88
2025
Q2 		$849K Buy
2,720
+603
+28% +$230K 0.14% 84
2025
Q1 		$1.11M Buy
2,117
+81
+4% +$41.4K 0.2% 63
2024
Q4 		$1.03M Buy
2,036
+162
+9% +$92K 0.19% 61
2024
Q3 		$1.1M Buy
1,874
+756
+68% +$428K 0.24% 58
2024
Q2 		$569K Buy
1,118
+54
+5% +$26.5K 0.23% 82
2024
Q1 		$527K Buy
1,064
+59
+6% +$30K 0.22% 81
2023
Q4 		$529K Sell
1,005
-36
-3% -$19.2K 0.24% 73
2023
Q3 		$525K Buy
1,041
+139
+15% +$68.4K 0.29% 68
2023
Q2 		$434K Buy
902
+309
+52% +$151K 0.25% 65
2023
Q1 		$312K Buy
593
+209
+54% +$101K 0.22% 58
2022
Q4 		$204K Buy
+384
New +$203K 0.21% 74

Other funds holding UNH

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
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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

KFG Wealth Management's UNH Position: Q2 2026 in Review

KFG Wealth Management sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 2,184 shares — an estimated $591K sold.

KFG Wealth Management first reported a position in UNH in Q4 2022 and held it in 14 quarters. The position peaked at $1.11M in Q1 2025. 1,867 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • KFG Wealth Management reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • KFG Wealth Management sold 2,184 UnitedHealth shares in Q2 2026, an estimated $591K.
  • KFG Wealth Management first reported a position in UnitedHealth in Q4 2022 and held it in 14 quarters.
  • KFG Wealth Management's UnitedHealth position peaked at $1.11M in Q1 2025.
  • 1,867 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.