KFG
UNH icon

Kingdom Financial Group’s UnitedHealth UNH Stock Holding History

Kingdom Financial 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
Q2 		$189K Sell
454
-96
-17% -$35.6K 0.05% 151
2026
Q1 		$149K Buy
550
+20
+4% +$5.96K 0.04% 175
2025
Q4 		$175K Sell
530
-1,085
-67% -$368K 0.05% 155
2025
Q3 		$558K Sell
1,615
-829
-34% -$251K 0.34% 46
2025
Q2 		$762K Buy
2,444
+2,005
+457% +$766K 0.67% 17
2025
Q1 		$230K Sell
439
-1,423
-76% -$727K 0.17% 41
2024
Q4 		$942K Buy
1,862
+8
+0.4% +$4.54K 0.64% 21
2024
Q3 		$1.08M Buy
1,854
+6
+0.3% +$3.39K 0.81% 19
2024
Q2 		$941K Sell
1,848
-24
-1% -$11.8K 0.64% 21
2024
Q1 		$926K Sell
1,872
-346
-16% -$176K 0.65% 22
2023
Q4 		$1.17M Sell
2,218
-511
-19% -$273K 1.02% 20
2023
Q3 		$1.38M Buy
2,729
+34
+1% +$16.7K 1.3% 19
2023
Q2 		$1.3M Buy
+2,695
New +$1.32M 1.27% 18

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

Kingdom Financial Group's UNH Position: Q2 2026 in Review

Kingdom Financial Group reduced its UnitedHealth (UNH) stake by 17% in Q2 2026, selling an estimated $35.6K and leaving 454 shares worth $189K. The position accounts for 0.05% of the portfolio, ranked #151.

Kingdom Financial Group first reported a position in UNH in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.38M in Q3 2023. 3,380 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Kingdom Financial Group held 454 shares of UnitedHealth worth $189K as of Q2 2026.
  • Kingdom Financial Group sold 96 UnitedHealth shares in Q2 2026, an estimated $35.6K.
  • UnitedHealth made up 0.05% of Kingdom Financial Group's portfolio in Q2 2026, its #151 holding.
  • Kingdom Financial Group first reported a position in UnitedHealth in Q2 2023 and has held it in 13 quarters since.
  • Kingdom Financial Group's UnitedHealth position peaked at $1.38M in Q3 2023.
  • 3,380 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.