Klingenstein Fields & Co’s UnitedHealth UNH Stock Holding History

Klingenstein Fields & Co’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	$202K	Sell	748 -125	-14%	-$37.2K	0.01%	185
2025 Q4	$288K	Hold	873	–	–	0.01%	157
2025 Q3	$301K	Sell	873 -91	-9%	-$27.5K	0.01%	152
2025 Q2	$301K	Buy	964 +23	+2%	+$8.79K	0.01%	150
2025 Q1	$493K	Buy	941 +13	+1%	+$6.65K	0.02%	118
2024 Q4	$469K	Buy	928 +3	+0.3%	+$1.71K	0.02%	118
2024 Q3	$541K	Hold	925	–	–	0.02%	118
2024 Q2	$471K	Buy	925 +2	+0.2%	+$980	0.02%	119
2024 Q1	$457K	Hold	923	–	–	0.02%	125
2023 Q4	$486K	Hold	923	–	–	0.02%	117
2023 Q3	$465K	Buy	923 +88	+11%	+$43.3K	0.02%	117
2023 Q2	$401K	Buy	835 +10	+1%	+$4.89K	0.02%	119
2023 Q1	$390K	Hold	825	–	–	0.02%	121
2022 Q4	$437K	Sell	825 -9	-1%	-$4.77K	0.02%	122
2022 Q3	$421K	Sell	834 -137	-14%	-$72K	0.02%	122
2022 Q2	$499K	Hold	971	–	–	0.03%	120
2022 Q1	$495K	Hold	971	–	–	0.02%	132
2021 Q4	$488K	Sell	971 -82	-8%	-$37.1K	0.02%	134
2021 Q3	$411K	Buy	+1,053	New	+$436K	0.02%	150
2013 Q3	–	Sell	-20,949	Closed	-$1.37M	–	323
2013 Q2	$1.37M	Buy	+20,949	New	+$1.3M	0.05%	150

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Klingenstein Fields & Co's UNH Position: Q1 2026 in Review

Klingenstein Fields & Co reduced its UnitedHealth (UNH) stake by 14% in Q1 2026, selling an estimated $37.2K and leaving 748 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #185.

Klingenstein Fields & Co first reported a position in UNH in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.37M in Q2 2013. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Klingenstein Fields & Co held 748 shares of UnitedHealth worth $202K as of Q1 2026.
Klingenstein Fields & Co sold 125 UnitedHealth shares in Q1 2026, an estimated $37.2K.
UnitedHealth made up 0.01% of Klingenstein Fields & Co's portfolio in Q1 2026, its #185 holding.
Klingenstein Fields & Co first reported a position in UnitedHealth in Q2 2013 and has held it in 20 quarters since.
Klingenstein Fields & Co's UnitedHealth position peaked at $1.37M in Q2 2013.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.