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
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 $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

KKM Financial's UNH Position: Q1 2026 in Review

KKM Financial held its UnitedHealth (UNH) position steady in Q1 2026 at 10,069 shares worth $3.32M. The position accounts for 0.59% of the portfolio, ranked #69.

KKM Financial first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.54M in Q3 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • KKM Financial held 10,069 shares of UnitedHealth worth $3.32M as of Q1 2026.
  • KKM Financial left its UnitedHealth share count unchanged in Q1 2026.
  • UnitedHealth made up 0.59% of KKM Financial's portfolio in Q1 2026, its #69 holding.
  • KKM Financial first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
  • KKM Financial's UnitedHealth position peaked at $3.54M in Q3 2025.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.