KP Management’s UnitedHealth UNH Stock Holding History

KP Management’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 Q3	–	Sell	-9,200	Closed	-$2.78M	–	76
2025 Q2	$2.87M	Buy	9,200 +4,200	+84%	+$1.61M	1.06%	39
2025 Q1	$2.62M	Hold	5,000	–	–	0.9%	44
2024 Q4	$2.53M	Sell	5,000 -1,500	-23%	-$852K	0.79%	51
2024 Q3	$3.8M	Hold	6,500	–	–	1.23%	36
2024 Q2	$3.31M	Buy	6,500 +1,500	+30%	+$735K	1.15%	37
2024 Q1	$2.47M	Hold	5,000	–	–	0.96%	45
2023 Q4	$2.63M	Buy	+5,000	New	+$2.67M	1.13%	36

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

KP Management's UNH Position: Q3 2025 in Review

KP Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 9,200 shares — an estimated $2.78M sold.

KP Management first reported a position in UNH in Q4 2023 and held it in 7 quarters. The position peaked at $3.8M in Q3 2024. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

KP Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
KP Management sold 9,200 UnitedHealth shares in Q3 2025, an estimated $2.78M.
KP Management first reported a position in UnitedHealth in Q4 2023 and held it in 7 quarters.
KP Management's UnitedHealth position peaked at $3.8M in Q3 2024.
3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on KP Management's 13F filing for Q3 2025, filed 14 Nov 2025.