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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kingdom Financial Group's UNH Position: Q1 2026 in Review

Kingdom Financial Group increased its UnitedHealth (UNH) stake by 3.8% in Q1 2026, buying an estimated $5.96K and bringing the position to 550 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #175.

Kingdom Financial Group first reported a position in UNH in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.38M in Q3 2023. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Kingdom Financial Group held 550 shares of UnitedHealth worth $149K as of Q1 2026.
Kingdom Financial Group bought 20 UnitedHealth shares in Q1 2026, an estimated $5.96K.
UnitedHealth made up 0.04% of Kingdom Financial Group's portfolio in Q1 2026, its #175 holding.
Kingdom Financial Group first reported a position in UnitedHealth in Q2 2023 and has held it in 12 quarters since.
Kingdom Financial Group's UnitedHealth position peaked at $1.38M in Q3 2023.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.