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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
2018
Q3 		– Sell
-400
Closed -$2K – 457
2018
Q2 		$2K Buy
+400
New +$96K ﹤0.01% 359

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

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.