Krilogy Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.18M | Buy |
10,051
+1,100
| +12% | +$408K | 0.12% | 139 |
|
|
2026
Q1 | $2.83M | Sell |
8,951
-1,092
| -11% | -$325K | 0.09% | 179 |
|
|
2025
Q4 | $3.53M | Buy |
10,043
+1,720
| +21% | +$583K | 0.12% | 142 |
|
|
2025
Q3 | $2.73M | Buy |
+8,323
| New | +$2.52M | 0.1% | 161 |
|
|
2023
Q2 | – | Sell |
-4,486
| Closed | -$2.12M | – | 378 |
|
|
2023
Q1 | $2.12M | Buy |
4,486
+1,514
| +51% | +$731K | 0.18% | 105 |
|
|
2022
Q4 | $1.58M | Buy |
2,972
+1,274
| +75% | +$675K | 0.15% | 115 |
|
|
2022
Q3 | $857K | Sell |
1,698
-102
| -6% | -$53.6K | 0.1% | 141 |
|
|
2022
Q2 | $925K | Buy |
1,800
+466
| +35% | +$234K | 0.11% | 132 |
|
|
2022
Q1 | $680K | Sell |
1,334
-20
| -1% | -$9.65K | 0.07% | 168 |
|
|
2021
Q4 | $680K | Sell |
1,354
-300
| -18% | -$136K | 0.07% | 167 |
|
|
2021
Q3 | $646K | Buy |
1,654
+106
| +7% | +$43.9K | 0.06% | 168 |
|
|
2021
Q2 | $620K | Buy |
1,548
+38
| +3% | +$15.2K | 0.06% | 164 |
|
|
2021
Q1 | $562K | Buy |
1,510
+47
| +3% | +$16.3K | 0.06% | 166 |
|
|
2020
Q4 | $513K | Sell |
1,463
-97
| -6% | -$32.5K | 0.06% | 175 |
|
|
2020
Q3 | $486K | Buy |
1,560
+214
| +16% | +$65.7K | 0.07% | 166 |
|
|
2020
Q2 | $397K | Sell |
1,346
-2,516
| -65% | -$721K | 0.06% | 165 |
|
|
2020
Q1 | $963K | Buy |
3,862
+2,911
| +306% | +$801K | 0.18% | 76 |
|
|
2019
Q4 | $280K | Sell |
951
-213
| -18% | -$55.7K | 0.05% | 171 |
|
|
2019
Q3 | $253K | Buy |
1,164
+220
| +23% | +$53.1K | 0.05% | 160 |
|
|
2019
Q2 | $230K | Buy |
+944
| New | +$227K | 0.04% | 162 |
|
|
2018
Q4 | – | Sell |
-907
| Closed | -$241K | – | 641 |
|
|
2018
Q3 | $241K | Hold |
907
| – | – | 0.05% | 129 |
|
|
2018
Q2 | $223K | Buy |
907
+294
| +48% | +$70.6K | 0.06% | 133 |
|
|
2018
Q1 | $131K | Hold |
613
| – | – | 0.03% | 194 |
|
|
2017
Q4 | $135K | Sell |
613
-400
| -39% | -$84.8K | 0.03% | 186 |
|
|
2017
Q3 | $198K | Buy |
1,013
+438
| +76% | +$84.6K | 0.05% | 167 |
|
|
2017
Q2 | $107K | Sell |
575
-2,503
| -81% | -$439K | 0.03% | 206 |
|
|
2017
Q1 | $493K | Hold |
3,078
| – | – | 0.15% | 68 |
|
|
2016
Q4 | $493K | Hold |
3,078
| – | – | 0.15% | 68 |
|
|
2016
Q3 | $431K | Buy |
3,078
+1,993
| +184% | +$279K | 0.14% | 73 |
|
|
2016
Q2 | $153K | Hold |
1,085
| – | – | 0.05% | 149 |
|
|
2016
Q1 | $140K | Hold |
1,085
| – | – | 0.06% | 135 |
|
|
2015
Q4 | $128K | Hold |
1,085
| – | – | 0.12% | 76 |
|
|
2015
Q3 | $126K | Buy |
+1,085
| New | +$130K | 0.06% | 117 |
|
Other funds holding UNH
VAM
Krilogy Financial's UNH Position: Q2 2026 in Review
Krilogy Financial increased its UnitedHealth (UNH) stake by 12% in Q2 2026, buying an estimated $408K and bringing the position to 10,051 shares worth $4.18M. The position accounts for 0.12% of the portfolio, ranked #139.
Krilogy Financial first reported a position in UNH in Q3 2015 and has held it in 33 quarters since. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Krilogy Financial held 10,051 shares of UnitedHealth worth $4.18M as of Q2 2026.
- Krilogy Financial bought 1,100 UnitedHealth shares in Q2 2026, an estimated $408K.
- UnitedHealth made up 0.12% of Krilogy Financial's portfolio in Q2 2026, its #139 holding.
- Krilogy Financial first reported a position in UnitedHealth in Q3 2015 and has held it in 33 quarters since.
- 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.