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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
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

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
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 $1.56T 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

M. Kraus & Co's UNH Position: Q2 2025 in Review

M. Kraus & Co sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 575 shares — an estimated $301K sold.

M. Kraus & Co first reported a position in UNH in Q4 2022 and held it in 10 quarters. The position peaked at $347K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • M. Kraus & Co reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • M. Kraus & Co sold 575 UnitedHealth shares in Q2 2025, an estimated $301K.
  • M. Kraus & Co first reported a position in UnitedHealth in Q4 2022 and held it in 10 quarters.
  • M. Kraus & Co's UnitedHealth position peaked at $347K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on M. Kraus & Co's 13F filing for Q2 2025, filed 24 Jul 2025.