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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
Q2 		$1.24M Sell
2,988
-25
-0.8% -$9.27K 0.1% 121
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 $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

KLCM Advisors's UNH Position: Q2 2026 in Review

KLCM Advisors reduced its UnitedHealth (UNH) stake by 0.83% in Q2 2026, selling an estimated $9.27K and leaving 2,988 shares worth $1.24M. The position accounts for 0.1% of the portfolio, ranked #121.

KLCM Advisors first reported a position in UNH in Q2 2015 and has held it in 19 quarters since. The position peaked at $2.11M in Q4 2023. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • KLCM Advisors held 2,988 shares of UnitedHealth worth $1.24M as of Q2 2026.
  • KLCM Advisors sold 25 UnitedHealth shares in Q2 2026, an estimated $9.27K.
  • UnitedHealth made up 0.1% of KLCM Advisors's portfolio in Q2 2026, its #121 holding.
  • KLCM Advisors first reported a position in UnitedHealth in Q2 2015 and has held it in 19 quarters since.
  • KLCM Advisors's UnitedHealth position peaked at $2.11M in Q4 2023.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.