KWMG
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King Wealth Management Group’s UnitedHealth UNH Stock Holding History

King Wealth Management 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
Q1 		$320K Sell
1,183
-30
-2% -$8.93K 0.04% 128
2025
Q4 		$400K Sell
1,213
-50
-4% -$16.9K 0.05% 115
2025
Q3 		$436K Sell
1,263
-2,478
-66% -$749K 0.05% 108
2025
Q2 		$1.17M Sell
3,741
-26,307
-88% -$10.1M 0.16% 57
2025
Q1 		$15.7M Sell
30,048
-49
-0.2% -$25K 2.39% 12
2024
Q4 		$15.2M Buy
30,097
+815
+3% +$463K 2.22% 12
2024
Q3 		$17.1M Buy
29,282
+54
+0.2% +$30.5K 2.67% 11
2024
Q2 		$14.9M Sell
29,228
-1,040
-3% -$510K 2.48% 12
2024
Q1 		$15M Buy
30,268
+2,582
+9% +$1.31M 2.63% 12
2023
Q4 		$14.6M Sell
27,686
-794
-3% -$423K 2.82% 10
2023
Q3 		$14.4M Sell
28,480
-521
-2% -$256K 3.03% 9
2023
Q2 		$13.9M Buy
29,001
+82
+0.3% +$40.1K 2.82% 10
2023
Q1 		$13.7M Buy
28,919
+1,561
+6% +$753K 3.02% 9
2022
Q4 		$14.5M Sell
27,358
-28
-0.1% -$14.8K 3.47% 9
2022
Q3 		$13.8M Buy
27,386
+43
+0.2% +$22.6K 3.51% 7
2022
Q2 		$14M Sell
27,343
-794
-3% -$399K 3.36% 8
2022
Q1 		$14.3M Buy
28,137
+381
+1% +$184K 2.82% 11
2021
Q4 		$13.9M Sell
27,756
-349
-1% -$158K 2.59% 12
2021
Q3 		$11M Buy
28,105
+125
+0.4% +$51.8K 2.25% 15
2021
Q2 		$11.2M Buy
27,980
+292
+1% +$116K 2.29% 13
2021
Q1 		$10.3M Sell
27,688
-206
-0.7% -$71.4K 2.31% 15
2020
Q4 		$9.78M Buy
27,894
+335
+1% +$112K 2.29% 13
2020
Q3 		$8.59M Buy
27,559
+1,224
+5% +$376K 2.23% 14
2020
Q2 		$7.77M Sell
26,335
-144
-0.5% -$41.3K 2.28% 11
2020
Q1 		$6.6M Buy
26,479
+20
+0.1% +$5.5K 2.85% 10
2019
Q4 		$7.78M Sell
26,459
-1,168
-4% -$306K 2.06% 15
2019
Q3 		$6M Buy
27,627
+448
+2% +$108K 1.72% 18
2019
Q2 		$6.63M Buy
27,179
+4,353
+19% +$1.05M 1.98% 15
2019
Q1 		$5.64M Buy
22,826
+2,059
+10% +$525K 1.77% 17
2018
Q4 		$5.17M Buy
20,767
+6,097
+42% +$1.61M 1.87% 15
2018
Q3 		$3.9M Buy
14,670
+788
+6% +$205K 1.22% 24
2018
Q2 		$3.41M Buy
13,882
+607
+5% +$146K 1.17% 22
2018
Q1 		$2.84M Sell
13,275
-288
-2% -$65.8K 1.01% 26
2017
Q4 		$2.99M Buy
13,563
+712
+6% +$151K 1.06% 24
2017
Q3 		$2.52M Buy
12,851
+428
+3% +$82.7K 0.94% 27
2017
Q2 		$2.3M Buy
12,423
+188
+2% +$33K 0.92% 26
2017
Q1 		$2.01M Buy
12,235
+352
+3% +$57.6K 0.84% 26
2016
Q4 		$1.9M Buy
11,883
+846
+8% +$126K 0.85% 27
2016
Q3 		$1.54M Buy
11,037
+514
+5% +$72K 0.77% 28
2016
Q2 		$1.49M Buy
10,523
+973
+10% +$130K 0.79% 30
2016
Q1 		$1.23M Buy
9,550
+200
+2% +$23.7K 0.66% 36
2015
Q4 		$1.1M Sell
9,350
-126
-1% -$14.7K 0.61% 37
2015
Q3 		$1.1M Sell
9,476
-441
-4% -$52.8K 0.68% 35
2015
Q2 		$1.21M Buy
9,917
+687
+7% +$81.3K 0.66% 38
2015
Q1 		$1.09M Buy
+9,230
New +$1.03M 0.63% 37

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

King Wealth Management Group's UNH Position: Q1 2026 in Review

King Wealth Management Group reduced its UnitedHealth (UNH) stake by 2.5% in Q1 2026, selling an estimated $8.93K and leaving 1,183 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #128.

King Wealth Management Group first reported a position in UNH in Q1 2015 and has held it in 45 quarters since. The position peaked at $17.1M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • King Wealth Management Group held 1,183 shares of UnitedHealth worth $320K as of Q1 2026.
  • King Wealth Management Group sold 30 UnitedHealth shares in Q1 2026, an estimated $8.93K.
  • UnitedHealth made up 0.04% of King Wealth Management Group's portfolio in Q1 2026, its #128 holding.
  • King Wealth Management Group first reported a position in UnitedHealth in Q1 2015 and has held it in 45 quarters since.
  • King Wealth Management Group's UnitedHealth position peaked at $17.1M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.