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Kraft Asset Management’s UnitedHealth UNH Stock Holding History

Kraft Asset 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
Q2 		– Sell
-427
Closed -$224K – 44
2025
Q1 		$224K Sell
427
-90
-17% -$46K 0.2% 43
2024
Q4 		$281K Sell
517
-10
-2% -$5.68K 0.22% 40
2024
Q3 		$308K Sell
527
-19
-3% -$10.7K 0.24% 37
2024
Q2 		$278K Buy
546
+106
+24% +$52K 0.23% 39
2024
Q1 		$218K Sell
440
-18
-4% -$9.15K 0.18% 40
2023
Q4 		$241K Sell
458
-3
-0.7% -$1.6K 0.2% 35
2023
Q3 		$232K Buy
461
+14
+3% +$6.89K 0.22% 33
2023
Q2 		$215K Sell
447
-22
-5% -$10.8K 0.19% 30
2023
Q1 		$222K Sell
469
-10
-2% -$4.83K 0.2% 28
2022
Q4 		$254K Hold
479
– – 0.23% 26
2022
Q3 		$242K Hold
479
– – 0.25% 24
2022
Q2 		$246K Sell
479
-104
-18% -$52.2K 0.24% 24
2022
Q1 		$297K Sell
583
-67
-10% -$32.3K 0.31% 16
2021
Q4 		$326K Buy
+650
New +$294K 0.35% 15

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kraft Asset Management's UNH Position: Q2 2025 in Review

Kraft Asset Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 427 shares — an estimated $224K sold.

Kraft Asset Management first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $326K in Q4 2021. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Kraft Asset Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Kraft Asset Management sold 427 UnitedHealth shares in Q2 2025, an estimated $224K.
  • Kraft Asset Management first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
  • Kraft Asset Management's UnitedHealth position peaked at $326K in Q4 2021.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Kraft Asset Management's 13F filing for Q2 2025, filed 15 Jul 2025.