Kuhn & Co Investment Counsel’s UnitedHealth UNH Stock Holding History

Kuhn & Co Investment Counsel’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	$248K	Buy	+596	New	+$221K	0.14%	131
2025 Q2	–	Sell	-483	Closed	-$253K	–	135
2025 Q1	$253K	Hold	483	–	–	0.21%	118
2024 Q4	$244K	Hold	483	–	–	0.21%	117
2024 Q3	$282K	Sell	483 -45	-9%	-$25.5K	0.24%	110
2024 Q2	$269K	Buy	528 +3	+0.6%	+$1.47K	0.24%	110
2024 Q1	$260K	Sell	525 -1,514	-74%	-$770K	0.24%	109
2023 Q4	$1.07M	Buy	+2,039	New	+$1.09M	1.1%	29

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Kuhn & Co Investment Counsel's UNH Position: Q2 2026 in Review

Kuhn & Co Investment Counsel opened a new position in UnitedHealth (UNH) in Q2 2026: 596 shares worth $248K. The stake represents 0.14% of the portfolio and ranks #131 among its holdings. This is a return to the name: Kuhn & Co Investment Counsel previously reported a position in UNH as recently as Q1 2025.

Kuhn & Co Investment Counsel first reported a position in UNH in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.07M in Q4 2023. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Kuhn & Co Investment Counsel held 596 shares of UnitedHealth worth $248K as of Q2 2026.
UnitedHealth was a new Kuhn & Co Investment Counsel position in Q2 2026.
UnitedHealth made up 0.14% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #131 holding.
Kuhn & Co Investment Counsel first reported a position in UnitedHealth in Q4 2023 and has held it in 7 quarters since.
Kuhn & Co Investment Counsel's UnitedHealth position peaked at $1.07M in Q4 2023.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.