KHC
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Koesten Hirschmann & Crabtree’s UnitedHealth UNH Stock Holding History

Koesten Hirschmann & Crabtree’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
2025
Q4 		– Sell
-70
Closed -$24.3K – 221
2025
Q3 		$24.3K Buy
70
+10
+17% +$3.02K 0.01% 112
2025
Q2 		$18.7K Buy
+60
New +$22.9K 0.01% 118
2024
Q3 		– Sell
-100
Closed -$49.5K – 230
2024
Q2 		$49.5K Hold
100
– – 0.03% 86
2024
Q1 		$49.5K Buy
+100
New +$50.8K 0.03% 86
2023
Q2 		– Sell
-4
Closed -$1.89K – 250
2023
Q1 		$1.89K Buy
+4
New +$1.93K ﹤0.01% 160

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Koesten Hirschmann & Crabtree's UNH Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 70 shares — an estimated $24.3K sold.

Koesten Hirschmann & Crabtree first reported a position in UNH in Q1 2023 and held it in 5 quarters. The position peaked at $49.5K in Q2 2024. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Koesten Hirschmann & Crabtree reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 70 UnitedHealth shares in Q4 2025, an estimated $24.3K.
  • Koesten Hirschmann & Crabtree first reported a position in UnitedHealth in Q1 2023 and held it in 5 quarters.
  • Koesten Hirschmann & Crabtree's UnitedHealth position peaked at $49.5K in Q2 2024.
  • 3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.