KWMG LLC’s UnitedHealth UNH Stock Holding History

KWMG LLC’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	-383	Closed	-$201K	–	150
2025 Q1	$201K	Sell	383 -32	-8%	-$16.4K	0.02%	141
2024 Q4	$210K	Sell	415 -1	-0.2%	-$568	0.02%	138
2024 Q3	$243K	Sell	416 -92	-18%	-$52K	0.02%	130
2024 Q2	$259K	Hold	508	–	–	0.03%	127
2024 Q1	$251K	Sell	508 -8	-2%	-$4.07K	0.03%	124
2023 Q4	$272K	Sell	516 -96	-16%	-$51.2K	0.03%	127
2023 Q3	$309K	Sell	612 -41	-6%	-$20.2K	0.04%	123
2023 Q2	$314K	Sell	653 -25	-4%	-$12.2K	0.04%	126
2023 Q1	$320K	Buy	+678	New	+$327K	0.04%	127
2019 Q2	–	Sell	-79	Closed	-$20K	–	396
2019 Q1	$20K	Hold	79	–	–	0.01%	228
2018 Q4	$20K	Hold	79	–	–	0.01%	224
2018 Q3	$21K	Sell	79 -5	-6%	-$1.3K	0.01%	220
2018 Q2	$21K	Buy	+84	New	+$20.2K	0.01%	214

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

KWMG LLC's UNH Position: Q2 2025 in Review

KWMG LLC sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 383 shares — an estimated $201K sold.

KWMG LLC first reported a position in UNH in Q2 2018 and held it in 13 quarters. The position peaked at $320K in Q1 2023. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

KWMG LLC reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
KWMG LLC sold 383 UnitedHealth shares in Q2 2025, an estimated $201K.
KWMG LLC first reported a position in UnitedHealth in Q2 2018 and held it in 13 quarters.
KWMG LLC's UnitedHealth position peaked at $320K in Q1 2023.
3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on KWMG LLC's 13F filing for Q2 2025, filed 15 Jul 2025.