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Kingswood Wealth Advisors’s UnitedHealth UNH Stock Holding History

Kingswood Wealth Advisors’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 		$3.86M Buy
9,283
+489
+6% +$181K 0.16% 152
2026
Q1 		$2.38M Sell
8,794
-1,321
-13% -$393K 0.11% 204
2025
Q4 		$3.34M Buy
10,115
+1,253
+14% +$425K 0.16% 145
2025
Q3 		$3.06M Buy
8,862
+1,941
+28% +$587K 0.19% 131
2025
Q2 		$2.16M Sell
6,921
-1,229
-15% -$470K 0.17% 129
2025
Q1 		$4.27M Sell
8,150
-1,982
-20% -$1.01M 0.39% 48
2024
Q4 		$5.13M Sell
10,132
-9,740
-49% -$5.53M 0.38% 44
2024
Q3 		$11.6M Buy
19,872
+4,770
+32% +$2.7M 0.83% 17
2024
Q2 		$7.69M Buy
15,102
+646
+4% +$317K 0.69% 17
2024
Q1 		$7.15M Sell
14,456
-1,274
-8% -$648K 0.82% 14
2023
Q4 		$8.28M Buy
15,730
+14,080
+853% +$7.51M 0.94% 12
2023
Q3 		$7.33M Sell
1,650
-3,021
-65% -$1.49M 1.25% 12
2023
Q2 		$2.25M Buy
+4,671
New +$2.28M 0.72% 33

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Kingswood Wealth Advisors's UNH Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its UnitedHealth (UNH) stake by 5.6% in Q2 2026, buying an estimated $181K and bringing the position to 9,283 shares worth $3.86M. The position accounts for 0.16% of the portfolio, ranked #152.

Kingswood Wealth Advisors first reported a position in UNH in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.6M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Kingswood Wealth Advisors held 9,283 shares of UnitedHealth worth $3.86M as of Q2 2026.
  • Kingswood Wealth Advisors bought 489 UnitedHealth shares in Q2 2026, an estimated $181K.
  • UnitedHealth made up 0.16% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • Kingswood Wealth Advisors first reported a position in UnitedHealth in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's UnitedHealth position peaked at $11.6M in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.