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KG&L Capital Management’s UnitedHealth UNH Stock Holding History

KG&L Capital 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
Q1 		$565K Sell
2,087
-590
-22% -$176K 0.4% 64
2025
Q4 		$884K Buy
2,677
+871
+48% +$295K 0.22% 96
2025
Q3 		$624K Buy
+1,806
New +$546K 0.17% 112
2025
Q2 		– Sell
-1,902
Closed -$996K – 211
2025
Q1 		$996K Sell
1,902
-159
-8% -$81.3K 0.32% 70
2024
Q4 		$1.04M Buy
2,061
+310
+18% +$176K 0.34% 65
2024
Q3 		$1.02M Sell
1,751
-1,244
-42% -$704K 0.33% 67
2024
Q2 		$1.53M Buy
2,995
+140
+5% +$68.6K 0.53% 43
2024
Q1 		$1.41M Buy
2,855
+839
+42% +$427K 0.56% 41
2023
Q4 		$1.06M Buy
2,016
+343
+21% +$183K 0.44% 46
2023
Q3 		$844K Buy
1,673
+18
+1% +$8.86K 0.41% 54
2023
Q2 		$795K Sell
1,655
-200
-11% -$97.8K 0.38% 58
2023
Q1 		$877K Buy
1,855
+961
+107% +$464K 0.46% 49
2022
Q4 		$474K Sell
894
-70
-7% -$37.1K 0.27% 75
2022
Q3 		$487K Sell
964
-244
-20% -$128K 0.28% 72
2022
Q2 		$620K Buy
1,208
+21
+2% +$10.5K 0.33% 68
2022
Q1 		$605K Sell
1,187
-65
-5% -$31.4K 0.25% 82
2021
Q4 		$629K Buy
1,252
+3
+0.2% +$1.36K 0.25% 83
2021
Q3 		$488K Buy
1,249
+221
+21% +$91.5K 0.21% 88
2021
Q2 		$412K Sell
1,028
-54
-5% -$21.5K 0.19% 99
2021
Q1 		$403K Buy
1,082
+96
+10% +$33.3K 0.2% 91
2020
Q4 		$345K Buy
986
+259
+36% +$86.8K 0.19% 100
2020
Q3 		$226K Buy
+727
New +$223K 0.14% 119

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

KG&L Capital Management's UNH Position: Q1 2026 in Review

KG&L Capital Management reduced its UnitedHealth (UNH) stake by 22% in Q1 2026, selling an estimated $176K and leaving 2,087 shares worth $565K. The position accounts for 0.4% of the portfolio, ranked #64.

KG&L Capital Management first reported a position in UNH in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.53M in Q2 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • KG&L Capital Management held 2,087 shares of UnitedHealth worth $565K as of Q1 2026.
  • KG&L Capital Management sold 590 UnitedHealth shares in Q1 2026, an estimated $176K.
  • UnitedHealth made up 0.4% of KG&L Capital Management's portfolio in Q1 2026, its #64 holding.
  • KG&L Capital Management first reported a position in UnitedHealth in Q3 2020 and has held it in 22 quarters since.
  • KG&L Capital Management's UnitedHealth position peaked at $1.53M in Q2 2024.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.