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KMG Fiduciary Partners’s UnitedHealth UNH Stock Holding History

KMG Fiduciary Partners’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 		$3.72M Sell
8,955
-11,132
-55% -$4.13M 0.35% 66
2026
Q1 		$5.44M Sell
20,087
-76
-0.4% -$22.6K 0.4% 71
2025
Q4 		$6.66M Buy
20,163
+3,895
+24% +$1.32M 0.47% 58
2025
Q3 		$5.62M Buy
16,268
+1,383
+9% +$418K 0.38% 64
2025
Q2 		$4.64M Sell
14,885
-4,006
-21% -$1.53M 0.34% 69
2025
Q1 		$9.89M Buy
18,891
+4,992
+36% +$2.55M 0.82% 30
2024
Q4 		$7.03M Sell
13,899
-53
-0.4% -$30.1K 0.58% 44
2024
Q3 		$8.16M Buy
13,952
+75
+0.5% +$42.4K 0.7% 34
2024
Q2 		$7.07M Sell
13,877
-495
-3% -$243K 0.69% 33
2024
Q1 		$7.11M Sell
14,372
-15
-0.1% -$7.63K 0.74% 35
2023
Q4 		$7.57M Buy
14,387
+234
+2% +$125K 0.88% 28
2023
Q3 		$7.14M Buy
14,153
+946
+7% +$466K 0.94% 25
2023
Q2 		$6.35M Buy
13,207
+85
+0.6% +$41.6K 0.82% 30
2023
Q1 		$6.2M Sell
13,122
-329
-2% -$159K 0.89% 25
2022
Q4 		$7.13M Sell
13,451
-397
-3% -$210K 1.17% 16
2022
Q3 		$6.99M Sell
13,848
-2,054
-13% -$1.08M 1.35% 15
2022
Q2 		$8.17M Sell
15,902
-530
-3% -$266K 1.52% 11
2022
Q1 		$8.38M Sell
16,432
-831
-5% -$401K 1.34% 16
2021
Q4 		$8.67M Sell
17,263
-1,386
-7% -$627K 1.34% 13
2021
Q3 		$7.29M Sell
18,649
-2,058
-10% -$852K 1.24% 19
2021
Q2 		$8.29M Buy
20,707
+350
+2% +$140K 1.46% 15
2021
Q1 		$7.57M Buy
20,357
+1,730
+9% +$599K 1.48% 16
2020
Q4 		$6.42M Buy
18,627
+1,794
+11% +$601K 1.35% 19
2020
Q3 		$5.25M Buy
16,833
+4,723
+39% +$1.45M 1.31% 22
2020
Q2 		$3.57M Buy
12,110
+2,893
+31% +$829K 0.99% 29
2020
Q1 		$2.3M Buy
9,217
+4,389
+91% +$1.21M 0.75% 40
2019
Q4 		$1.42M Sell
4,828
-4
-0.1% -$1.05K 0.43% 47
2019
Q3 		$1.05M Sell
4,832
-201
-4% -$48.5K 0.36% 54
2019
Q2 		$1.23M Buy
5,033
+760
+18% +$183K 0.44% 44
2019
Q1 		$1.06M Buy
4,273
+623
+17% +$159K 0.4% 50
2018
Q4 		$909K Buy
+3,650
New +$964K 0.41% 49

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

KMG Fiduciary Partners's UNH Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its UnitedHealth (UNH) stake by 55% in Q2 2026, selling an estimated $4.13M and leaving 8,955 shares worth $3.72M. The position accounts for 0.35% of the portfolio, ranked #66.

KMG Fiduciary Partners first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.89M in Q1 2025. 521 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • KMG Fiduciary Partners held 8,955 shares of UnitedHealth worth $3.72M as of Q2 2026.
  • KMG Fiduciary Partners sold 11,132 UnitedHealth shares in Q2 2026, an estimated $4.13M.
  • UnitedHealth made up 0.35% of KMG Fiduciary Partners's portfolio in Q2 2026, its #66 holding.
  • KMG Fiduciary Partners first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
  • KMG Fiduciary Partners's UnitedHealth position peaked at $9.89M in Q1 2025.
  • 521 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.