Kinloch Capital’s UnitedHealth UNH Stock Holding History

Kinloch Capital’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
2025 Q4	–	Sell	-754	Closed	-$260K	–	78
2025 Q3	$260K	Sell	754 -29	-4%	-$8.77K	0.11%	66
2025 Q2	$244K	Hold	783	–	–	0.11%	70
2025 Q1	$410K	Hold	783	–	–	0.2%	59
2024 Q4	$396K	Hold	783	–	–	0.2%	60
2024 Q3	$458K	Buy	783 +9	+1%	+$5.09K	0.22%	63
2024 Q2	$394K	Buy	774 +110	+17%	+$53.9K	0.21%	60
2024 Q1	$328K	Sell	664 -20	-3%	-$10.2K	0.17%	59
2023 Q4	$360K	Buy	684 +20	+3%	+$10.7K	0.23%	53
2023 Q3	$335K	Sell	664 -101	-13%	-$49.7K	0.21%	56
2023 Q2	$368K	Hold	765	–	–	0.22%	51
2023 Q1	$362K	Buy	765 +332	+77%	+$160K	0.21%	50
2022 Q4	$230K	Hold	433	–	–	0.13%	62
2022 Q3	$219K	Sell	433 -10	-2%	-$5.26K	0.14%	66
2022 Q2	$228K	Buy	+443	New	+$222K	0.15%	63
2021 Q1	–	Sell	-332	Closed	-$116K	–	192
2020 Q4	$116K	Buy	+332	New	+$111K	0.1%	67

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kinloch Capital's UNH Position: Q4 2025 in Review

Kinloch Capital sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 754 shares — an estimated $260K sold.

Kinloch Capital first reported a position in UNH in Q4 2020 and held it in 15 quarters. The position peaked at $458K in Q3 2024. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Kinloch Capital reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Kinloch Capital sold 754 UnitedHealth shares in Q4 2025, an estimated $260K.
Kinloch Capital first reported a position in UnitedHealth in Q4 2020 and held it in 15 quarters.
Kinloch Capital's UnitedHealth position peaked at $458K in Q3 2024.
3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Kinloch Capital's 13F filing for Q4 2025, filed 20 Feb 2026.