Kraft Davis & Associates’s UnitedHealth UNH Stock Holding History

Kraft Davis & Associates’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	-1,220	Closed	-$344K	–	150
2025 Q2	$344K	Sell	1,220 -36	-3%	-$13.8K	0.09%	104
2025 Q1	$535K	Sell	1,256 -21	-2%	-$10.7K	0.17%	69
2024 Q4	$679K	Buy	1,277 +9	+0.7%	+$5.11K	0.19%	59
2024 Q3	$719K	Hold	1,268	–	–	0.21%	59
2024 Q2	$726K	Hold	1,268	–	–	0.22%	62
2024 Q1	$648K	Buy	1,268 +723	+133%	+$368K	0.2%	65
2023 Q4	$274K	Sell	545 -32	-6%	-$17.1K	0.08%	106
2023 Q3	$294K	Buy	577 +19	+3%	+$9.35K	0.11%	82
2023 Q2	$285K	Buy	+558	New	+$273K	0.1%	93
2022 Q4	$283K	Buy	+580	New	+$307K	0.11%	77

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kraft Davis & Associates's UNH Position: Q3 2025 in Review

Kraft Davis & Associates sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 1,220 shares — an estimated $344K sold.

Kraft Davis & Associates first reported a position in UNH in Q4 2022 and held it in 10 quarters. The position peaked at $726K in Q2 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Kraft Davis & Associates reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Kraft Davis & Associates sold 1,220 UnitedHealth shares in Q3 2025, an estimated $344K.
Kraft Davis & Associates first reported a position in UnitedHealth in Q4 2022 and held it in 10 quarters.
Kraft Davis & Associates's UnitedHealth position peaked at $726K in Q2 2024.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Kraft Davis & Associates's 13F filing for Q3 2025, filed 5 Nov 2025.