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KRS Capital Management’s UnitedHealth UNH Stock Holding History

KRS Capital 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
2026
Q2 		$384K Buy
923
+1
+0.1% +$371 0.18% 86
2026
Q1 		$250K Sell
922
-46
-5% -$13.7K 0.15% 98
2025
Q4 		$320K Sell
968
-175
-15% -$59.3K 0.18% 85
2025
Q3 		$395K Buy
+1,143
New +$346K 0.24% 74
2025
Q2 		– Sell
-1,437
Closed -$752K – 111
2025
Q1 		$752K Sell
1,437
-42
-3% -$21.5K 0.6% 36
2024
Q4 		$748K Sell
1,479
-109
-7% -$61.9K 0.53% 39
2024
Q3 		$929K Sell
1,588
-236
-13% -$133K 0.68% 28
2024
Q2 		$929K Sell
1,824
-683
-27% -$335K 0.7% 28
2024
Q1 		$1.24M Sell
2,507
-57
-2% -$29K 1% 20
2023
Q4 		$1.35M Buy
2,564
+7
+0.3% +$3.73K 1.26% 16
2023
Q3 		$1.29M Buy
2,557
+92
+4% +$45.3K 1.37% 12
2023
Q2 		$1.18M Buy
2,465
+38
+2% +$18.6K 1.18% 17
2023
Q1 		$1.15M Buy
2,427
+247
+11% +$119K 1.29% 14
2022
Q4 		$1.16M Buy
2,180
+77
+4% +$40.8K 1.58% 13
2022
Q3 		$1.06M Buy
2,103
+142
+7% +$74.7K 1.46% 16
2022
Q2 		$1.01M Buy
1,961
+81
+4% +$40.7K 1.43% 16
2022
Q1 		$958K Buy
1,880
+27
+1% +$13K 1.04% 22
2021
Q4 		$930K Buy
+1,853
New +$839K 0.8% 26

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KRS Capital Management's UNH Position: Q2 2026 in Review

KRS Capital Management increased its UnitedHealth (UNH) stake by 0.11% in Q2 2026, buying an estimated $371 and bringing the position to 923 shares worth $384K. The position accounts for 0.18% of the portfolio, ranked #86.

KRS Capital Management first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.35M in Q4 2023. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • KRS Capital Management held 923 shares of UnitedHealth worth $384K as of Q2 2026.
  • KRS Capital Management bought 1 UnitedHealth share in Q2 2026, an estimated $371.
  • UnitedHealth made up 0.18% of KRS Capital Management's portfolio in Q2 2026, its #86 holding.
  • KRS Capital Management first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • KRS Capital Management's UnitedHealth position peaked at $1.35M in Q4 2023.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on KRS Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.