KPP Advisory Services’s UnitedHealth UNH Stock Holding History

KPP Advisory Services’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	$973K	Sell	2,341 -4,070	-63%	-$1.51M	0.12%	149
2026 Q1	$1.73M	Buy	6,411 +1,640	+34%	+$488K	0.25%	91
2025 Q4	$1.57M	Sell	4,771 -903	-16%	-$306K	0.23%	101
2025 Q3	$1.96M	Buy	5,674 +374	+7%	+$113K	0.29%	81
2025 Q2	$1.65M	Buy	5,300 +1,458	+38%	+$557K	0.27%	83
2025 Q1	$2.01M	Buy	3,842 +372	+11%	+$190K	0.38%	62
2024 Q4	$1.76M	Sell	3,470 -32	-0.9%	-$18.2K	0.41%	61
2024 Q3	$2.05M	Buy	3,502 +42	+1%	+$23.8K	0.49%	54
2024 Q2	$1.76M	Buy	3,460 +288	+9%	+$141K	0.47%	51
2024 Q1	$1.57M	Buy	3,172 +269	+9%	+$137K	0.43%	58
2023 Q4	$1.53M	Sell	2,903 -495	-15%	-$264K	1.34%	17
2023 Q3	$1.71M	Buy	+3,398	New	+$1.67M	0.57%	44

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

KPP Advisory Services's UNH Position: Q2 2026 in Review

KPP Advisory Services reduced its UnitedHealth (UNH) stake by 63% in Q2 2026, selling an estimated $1.51M and leaving 2,341 shares worth $973K. The position accounts for 0.12% of the portfolio, ranked #149.

KPP Advisory Services first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.05M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

KPP Advisory Services held 2,341 shares of UnitedHealth worth $973K as of Q2 2026.
KPP Advisory Services sold 4,070 UnitedHealth shares in Q2 2026, an estimated $1.51M.
UnitedHealth made up 0.12% of KPP Advisory Services's portfolio in Q2 2026, its #149 holding.
KPP Advisory Services first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
KPP Advisory Services's UnitedHealth position peaked at $2.05M in Q3 2024.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.