Kiley Juergens Wealth Management’s UnitedHealth UNH Stock Holding History

Kiley Juergens 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	$396K	Buy	952 +17	+2%	+$6.3K	0.06%	167
2026 Q1	$253K	Buy	+935	New	+$278K	0.04%	204
2018 Q4	–	Sell	-776	Closed	-$206K	–	606
2018 Q3	$206K	Buy	776 +50	+7%	+$13K	0.15%	96
2018 Q2	$178K	Buy	+726	New	+$174K	0.16%	91
2018 Q1	–	Sell	-776	Closed	-$171K	–	571
2017 Q4	$171K	Buy	+776	New	+$164K	0.15%	87

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kiley Juergens Wealth Management's UNH Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its UnitedHealth (UNH) stake by 1.8% in Q2 2026, buying an estimated $6.3K and bringing the position to 952 shares worth $396K. The position accounts for 0.06% of the portfolio, ranked #167.

Kiley Juergens Wealth Management first reported a position in UNH in Q4 2017 and has held it in 5 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Kiley Juergens Wealth Management held 952 shares of UnitedHealth worth $396K as of Q2 2026.
Kiley Juergens Wealth Management bought 17 UnitedHealth shares in Q2 2026, an estimated $6.3K.
UnitedHealth made up 0.06% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #167 holding.
Kiley Juergens Wealth Management first reported a position in UnitedHealth in Q4 2017 and has held it in 5 quarters since.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.