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 Q3	$203K	Sell	553 -25	-4%	-$10.1K	0.05%	82
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

M. Kraus & Co's UNH Position: Q3 2026 in Review

M. Kraus & Co reduced its UnitedHealth (UNH) stake by 4.3% in Q3 2026, selling an estimated $10.1K and leaving 553 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #82.

M. Kraus & Co first reported a position in UNH in Q4 2022 and has held it in 12 quarters since. The position peaked at $347K in Q3 2024. 2,428 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

M. Kraus & Co held 553 shares of UnitedHealth worth $203K as of Q3 2026.
M. Kraus & Co sold 25 UnitedHealth shares in Q3 2026, an estimated $10.1K.
UnitedHealth made up 0.05% of M. Kraus & Co's portfolio in Q3 2026, its #82 holding.
M. Kraus & Co first reported a position in UnitedHealth in Q4 2022 and has held it in 12 quarters since.
M. Kraus & Co's UnitedHealth position peaked at $347K in Q3 2024.
2,428 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on M. Kraus & Co's 13F filing for Q3 2026, filed 20 Oct 2026.