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Klingman & Associates’s UnitedHealth UNH Stock Holding History

Klingman & Associates’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 		$840K Buy
2,021
+155
+8% +$57.5K 0.04% 157
2026
Q1 		$505K Buy
1,866
+62
+3% +$18.5K 0.02% 192
2025
Q4 		$596K Buy
1,804
+77
+4% +$26.1K 0.03% 171
2025
Q3 		$596K Buy
1,727
+568
+49% +$172K 0.03% 169
2025
Q2 		$362K Sell
1,159
-147
-11% -$56.2K 0.02% 220
2025
Q1 		$684K Sell
1,306
-574
-31% -$293K 0.04% 127
2024
Q4 		$951K Sell
1,880
-421
-18% -$239K 0.06% 106
2024
Q3 		$1.35M Buy
2,301
+1,375
+148% +$778K 0.08% 91
2024
Q2 		$472K Sell
926
-23
-2% -$11.3K 0.03% 141
2024
Q1 		$469K Sell
949
-70
-7% -$35.6K 0.03% 145
2023
Q4 		$536K Sell
1,019
-42
-4% -$22.4K 0.04% 128
2023
Q3 		$535K Buy
1,061
+1
+0.1% +$492 0.04% 125
2023
Q2 		$509K Buy
1,060
+108
+11% +$52.8K 0.04% 127
2023
Q1 		$450K Sell
952
-136
-13% -$65.6K 0.04% 124
2022
Q4 		$577K Buy
1,088
+98
+10% +$51.9K 0.05% 110
2022
Q3 		$500K Buy
990
+43
+5% +$22.6K 0.05% 107
2022
Q2 		$486K Buy
947
+10
+1% +$5.02K 0.05% 111
2022
Q1 		$478K Buy
937
+5
+0.5% +$2.41K 0.04% 123
2021
Q4 		$468K Buy
932
+34
+4% +$15.4K 0.04% 111
2021
Q3 		$351K Buy
898
+110
+14% +$45.6K 0.03% 126
2021
Q2 		$316K Buy
788
+43
+6% +$17.1K 0.03% 129
2021
Q1 		$277K Buy
745
+66
+10% +$22.9K 0.03% 139
2020
Q4 		$238K Buy
+679
New +$228K 0.03% 140
2016
Q4 		– Sell
-185
Closed -$26K – 305
2016
Q3 		$26K Buy
+185
New +$25.9K 0.01% 244

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Klingman & Associates's UNH Position: Q2 2026 in Review

Klingman & Associates increased its UnitedHealth (UNH) stake by 8.3% in Q2 2026, buying an estimated $57.5K and bringing the position to 2,021 shares worth $840K. The position accounts for 0.04% of the portfolio, ranked #157.

Klingman & Associates first reported a position in UNH in Q3 2016 and has held it in 24 quarters since. The position peaked at $1.35M in Q3 2024. 1,799 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Klingman & Associates held 2,021 shares of UnitedHealth worth $840K as of Q2 2026.
  • Klingman & Associates bought 155 UnitedHealth shares in Q2 2026, an estimated $57.5K.
  • UnitedHealth made up 0.04% of Klingman & Associates's portfolio in Q2 2026, its #157 holding.
  • Klingman & Associates first reported a position in UnitedHealth in Q3 2016 and has held it in 24 quarters since.
  • Klingman & Associates's UnitedHealth position peaked at $1.35M in Q3 2024.
  • 1,799 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.