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Kimelman & Baird’s UnitedHealth UNH Stock Holding History

Kimelman & Baird’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 		$22.4K Hold
54
– – ﹤0.01% 202
2026
Q1 		$14.6K Sell
54
-21
-28% -$6.25K ﹤0.01% 208
2025
Q4 		$24.8K Sell
75
-42
-36% -$14.2K ﹤0.01% 203
2025
Q3 		$40.4K Hold
117
– – ﹤0.01% 199
2025
Q2 		$36.5K Hold
117
– – ﹤0.01% 211
2025
Q1 		$61.2K Sell
117
-936
-89% -$478K 0.01% 169
2024
Q4 		$533K Hold
1,053
– – 0.04% 93
2024
Q3 		$616K Hold
1,053
– – 0.05% 92
2024
Q2 		$536K Buy
+1,053
New +$516K 0.04% 94
2021
Q2 		$217K Buy
+542
New +$216K 0.02% 115

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

Kimelman & Baird's UNH Position: Q2 2026 in Review

Kimelman & Baird held its UnitedHealth (UNH) position steady in Q2 2026 at 54 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Kimelman & Baird first reported a position in UNH in Q2 2021 and has held it in 10 quarters since. The position peaked at $616K in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Kimelman & Baird held 54 shares of UnitedHealth worth $22.4K as of Q2 2026.
  • Kimelman & Baird left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up ﹤0.01% of Kimelman & Baird's portfolio in Q2 2026, its #202 holding.
  • Kimelman & Baird first reported a position in UnitedHealth in Q2 2021 and has held it in 10 quarters since.
  • Kimelman & Baird's UnitedHealth position peaked at $616K in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.