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KLCM Advisors’s UnitedHealth UNH Stock Holding History

KLCM 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
Q1 		$815K Sell
3,013
-68
-2% -$20.3K 0.07% 134
2025
Q4 		$1.02M Buy
3,081
+174
+6% +$59K 0.09% 116
2025
Q3 		$1M Sell
2,907
-270
-8% -$81.7K 0.1% 95
2025
Q2 		$991K Hold
3,177
– – 0.11% 88
2025
Q1 		$1.66M Sell
3,177
-66
-2% -$33.7K 0.19% 62
2024
Q4 		$1.64M Buy
3,243
+50
+2% +$28.4K 0.19% 59
2024
Q3 		$1.87M Sell
3,193
-292
-8% -$165K 0.22% 59
2024
Q2 		$1.77M Sell
3,485
-25
-0.7% -$12.3K 0.22% 54
2024
Q1 		$1.74M Sell
3,510
-500
-12% -$254K 0.22% 53
2023
Q4 		$2.11M Buy
4,010
+1,196
+43% +$638K 0.33% 48
2023
Q3 		$1.42M Sell
2,814
-46
-2% -$22.6K 0.27% 50
2023
Q2 		$1.37M Sell
2,860
-722
-20% -$353K 0.27% 53
2023
Q1 		$1.69M Buy
3,582
+227
+7% +$110K 0.34% 48
2022
Q4 		$1.78M Buy
3,355
+100
+3% +$53K 0.36% 43
2022
Q3 		$1.64M Buy
+3,255
New +$1.71M 0.39% 45
2021
Q4 		– Sell
-578
Closed -$226K – 123
2021
Q3 		$226K Hold
578
– – 0.05% 99
2021
Q2 		$232K Buy
+578
New +$230K 0.05% 96
2015
Q3 		– Sell
-3,950
Closed -$482K – 125
2015
Q2 		$482K Buy
+3,950
New +$467K 0.12% 52

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

KLCM Advisors's UNH Position: Q1 2026 in Review

KLCM Advisors reduced its UnitedHealth (UNH) stake by 2.2% in Q1 2026, selling an estimated $20.3K and leaving 3,013 shares worth $815K. The position accounts for 0.07% of the portfolio, ranked #134.

KLCM Advisors first reported a position in UNH in Q2 2015 and has held it in 18 quarters since. The position peaked at $2.11M in Q4 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • KLCM Advisors held 3,013 shares of UnitedHealth worth $815K as of Q1 2026.
  • KLCM Advisors sold 68 UnitedHealth shares in Q1 2026, an estimated $20.3K.
  • UnitedHealth made up 0.07% of KLCM Advisors's portfolio in Q1 2026, its #134 holding.
  • KLCM Advisors first reported a position in UnitedHealth in Q2 2015 and has held it in 18 quarters since.
  • KLCM Advisors's UnitedHealth position peaked at $2.11M in Q4 2023.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.