LMKC
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L.M. Kohn & Company’s UnitedHealth UNH Stock Holding History

L.M. Kohn & Company’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
Q3 		– Sell
-3,744
Closed -$1.17M – 267
2025
Q2 		$1.17M Sell
3,744
-4
-0.1% -$1.53K 0.31% 59
2025
Q1 		$1.96M Sell
3,748
-707
-16% -$361K 0.51% 35
2024
Q4 		$2.25M Sell
4,455
-582
-12% -$331K 0.58% 31
2024
Q3 		$2.94M Buy
5,037
+81
+2% +$45.8K 0.75% 21
2024
Q2 		$2.52M Sell
4,956
-7
-0.1% -$3.43K 0.68% 23
2024
Q1 		$2.46M Buy
4,963
+717
+17% +$365K 0.69% 24
2023
Q4 		$2.24M Buy
4,246
+318
+8% +$170K 0.71% 21
2023
Q3 		$1.98M Buy
3,928
+3
+0.1% +$1.48K 0.72% 22
2023
Q2 		$1.89M Buy
3,925
+1,069
+37% +$523K 0.71% 25
2023
Q1 		$1.35M Buy
2,856
+127
+5% +$61.3K 0.56% 39
2022
Q4 		$1.45M Buy
2,729
+39
+1% +$20.7K 0.68% 29
2022
Q3 		$1.36M Buy
2,690
+12
+0.4% +$6.31K 0.67% 33
2022
Q2 		$1.38M Buy
2,678
+41
+2% +$20.6K 0.64% 35
2022
Q1 		$1.34M Buy
+2,637
New +$1.27M 0.52% 42

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

L.M. Kohn & Company's UNH Position: Q3 2025 in Review

L.M. Kohn & Company sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 3,744 shares — an estimated $1.17M sold.

L.M. Kohn & Company first reported a position in UNH in Q1 2022 and held it in 14 quarters. The position peaked at $2.94M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • L.M. Kohn & Company reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 3,744 UnitedHealth shares in Q3 2025, an estimated $1.17M.
  • L.M. Kohn & Company first reported a position in UnitedHealth in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's UnitedHealth position peaked at $2.94M in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.