KF
UNH icon

KKM Financial’s UnitedHealth UNH Stock Holding History

KKM Financial’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 		$15.8M Buy
38,062
+27,993
+278% +$10.4M 2.16% 5
2026
Q1 		$3.32M Hold
10,069
– – 0.59% 69
2025
Q4 		$3.32M Sell
10,069
-182
-2% -$61.7K 0.59% 69
2025
Q3 		$3.54M Buy
10,251
+3,291
+47% +$995K 1.11% 46
2025
Q2 		$2.17M Buy
6,960
+1,169
+20% +$447K 0.76% 55
2025
Q1 		$3.03M Buy
5,791
+352
+6% +$180K 1.28% 24
2024
Q4 		$2.75M Buy
5,439
+206
+4% +$117K 1.15% 30
2024
Q3 		$3.06M Buy
5,233
+259
+5% +$146K 1.51% 19
2024
Q2 		$2.51M Buy
4,974
+36
+0.7% +$17.6K 1.19% 27
2024
Q1 		$2.44M Buy
4,938
+313
+7% +$159K 1.19% 30
2023
Q4 		$2.43M Buy
+4,625
New +$2.47M 1.53% 16

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

KKM Financial's UNH Position: Q2 2026 in Review

KKM Financial increased its UnitedHealth (UNH) stake by 278% in Q2 2026, buying an estimated $10.4M and bringing the position to 38,062 shares worth $15.8M. The position accounts for 2.16% of the portfolio, ranked #5.

KKM Financial first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • KKM Financial held 38,062 shares of UnitedHealth worth $15.8M as of Q2 2026.
  • KKM Financial bought 27,993 UnitedHealth shares in Q2 2026, an estimated $10.4M.
  • UnitedHealth made up 2.16% of KKM Financial's portfolio in Q2 2026, its #5 holding.
  • KKM Financial first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.