KL
UNH icon

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 – 397
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return