M. Kraus & Co’s UnitedHealth UNH Stock Holding History

M. Kraus & Co’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	$240K	Buy	+578	New	+$214K	0.06%	75
2025 Q2	–	Sell	-575	Closed	-$301K	–	84
2025 Q1	$301K	Sell	575 -2	-0.3%	-$1.02K	0.09%	67
2024 Q4	$292K	Sell	577 -16	-3%	-$9.09K	0.09%	67
2024 Q3	$347K	Sell	593 -52	-8%	-$29.4K	0.1%	60
2024 Q2	$328K	Hold	645	–	–	0.1%	59
2024 Q1	$319K	Hold	645	–	–	0.1%	61
2023 Q4	$340K	Sell	645 -10	-2%	-$5.33K	0.11%	59
2023 Q3	$330K	Hold	655	–	–	0.12%	57
2023 Q2	$315K	Buy	655 +70	+12%	+$34.2K	0.11%	64
2023 Q1	$276K	Buy	585 +44	+8%	+$21.2K	0.1%	68
2022 Q4	$287K	Buy	+541	New	+$287K	0.11%	64

Other funds holding UNH

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

M. Kraus & Co's UNH Position: Q2 2026 in Review

M. Kraus & Co opened a new position in UnitedHealth (UNH) in Q2 2026: 578 shares worth $240K. The stake represents 0.06% of the portfolio and ranks #75 among its holdings. This is a return to the name: M. Kraus & Co previously reported a position in UNH as recently as Q1 2025.

M. Kraus & Co first reported a position in UNH in Q4 2022 and has held it in 11 quarters since. The position peaked at $347K in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

M. Kraus & Co held 578 shares of UnitedHealth worth $240K as of Q2 2026.
UnitedHealth was a new M. Kraus & Co position in Q2 2026.
UnitedHealth made up 0.06% of M. Kraus & Co's portfolio in Q2 2026, its #75 holding.
M. Kraus & Co first reported a position in UnitedHealth in Q4 2022 and has held it in 11 quarters since.
M. Kraus & Co's UnitedHealth position peaked at $347K in Q3 2024.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on M. Kraus & Co's 13F filing for Q2 2026, filed 29 Jul 2026.