Kingsview Wealth Management’s UnitedHealth UNH Stock Holding History

Kingsview 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
2019 Q4	–	Sell	-100	Closed	-$1K	–	530
2019 Q3	$1K	Sell	100 -1,000	-91%	-$241K	﹤0.01%	440
2019 Q2	$1K	Buy	1,100 +800	+267%	+$192K	﹤0.01%	451
2019 Q1	$3K	Buy	+300	New	+$76.5K	﹤0.01%	463
2018 Q1	–	Sell	-100	Closed	-$4K	–	429
2017 Q4	$4K	Hold	100	–	–	﹤0.01%	347
2017 Q3	$4K	Buy	+100	New	+$19.3K	﹤0.01%	314

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

Kingsview Wealth Management's UNH Position: Q1 2026 in Review

Kingsview Wealth Management reduced its UnitedHealth (UNH) stake by 6.9% in Q1 2026, selling an estimated $720K and leaving 32,727 shares worth $8.86M. The position accounts for 0.12% of the portfolio, ranked #149.

Kingsview Wealth Management first reported a position in UNH in Q2 2017 and has held it in 36 quarters since. The position peaked at $13.7M in Q3 2025. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Kingsview Wealth Management held 32,727 shares of UnitedHealth worth $8.86M as of Q1 2026.
Kingsview Wealth Management sold 2,418 UnitedHealth shares in Q1 2026, an estimated $720K.
UnitedHealth made up 0.12% of Kingsview Wealth Management's portfolio in Q1 2026, its #149 holding.
Kingsview Wealth Management first reported a position in UnitedHealth in Q2 2017 and has held it in 36 quarters since.
Kingsview Wealth Management's UnitedHealth position peaked at $13.7M in Q3 2025.
3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.