SWK
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Stephen W. Kidder’s UnitedHealth UNH Stock Holding History

Stephen W. Kidder’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 		$281K Sell
675
-7,665
-92% -$2.84M 0.07% 70
2026
Q1 		$2.26M Sell
8,340
-7,130
-46% -$2.12M 0.66% 35
2025
Q4 		$5.11M Buy
15,470
+1,529
+11% +$518K 1.44% 25
2025
Q3 		$4.81M Sell
13,941
-1,028
-7% -$311K 1.38% 25
2025
Q2 		$4.67M Buy
14,969
+221
+1% +$84.5K 1.4% 26
2025
Q1 		$7.72M Buy
14,748
+27
+0.2% +$13.8K 2.41% 17
2024
Q4 		$7.45M Sell
14,721
-5
-0% -$2.84K 2.24% 20
2024
Q3 		$8.61M Buy
14,726
+33
+0.2% +$18.7K 2.54% 19
2024
Q2 		$7.48M Buy
14,693
+777
+6% +$381K 2.34% 21
2024
Q1 		$6.88M Sell
13,916
-332
-2% -$169K 2.2% 22
2023
Q4 		$7.5M Buy
14,248
+477
+3% +$254K 2.42% 20
2023
Q3 		$6.94M Buy
13,771
+1,251
+10% +$616K 2.41% 20
2023
Q2 		$6.02M Buy
12,520
+433
+4% +$212K 1.97% 21
2023
Q1 		$5.71M Buy
12,087
+445
+4% +$215K 1.99% 20
2022
Q4 		$6.17M Buy
11,642
+198
+2% +$105K 2.26% 18
2022
Q3 		$5.78M Sell
11,444
-3
-0% -$1.58K 2.36% 19
2022
Q2 		$5.88M Sell
11,447
-1
-0% -$502 2.28% 19
2022
Q1 		$5.84M Buy
11,448
+12
+0.1% +$5.79K 1.89% 21
2021
Q4 		$5.74M Buy
11,436
+56
+0.5% +$25.3K 1.74% 24
2021
Q3 		$4.45M Sell
11,380
-65
-0.6% -$26.9K 1.39% 29
2021
Q2 		$4.58M Buy
11,445
+53
+0.5% +$21.1K 1.41% 30
2021
Q1 		$4.24M Buy
11,392
+1,130
+11% +$392K 1.37% 31
2020
Q4 		$3.6M Buy
10,262
+1,152
+13% +$386K 1.2% 33
2020
Q3 		$2.84M Buy
9,110
+3,370
+59% +$1.04M 1.01% 33
2020
Q2 		$1.69M Buy
5,740
+3,684
+179% +$1.06M 0.65% 35
2020
Q1 		$513K Buy
+2,056
New +$566K 0.23% 50

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stephen W. Kidder's UNH Position: Q2 2026 in Review

Stephen W. Kidder reduced its UnitedHealth (UNH) stake by 92% in Q2 2026, selling an estimated $2.84M and leaving 675 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #70.

Stephen W. Kidder first reported a position in UNH in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.61M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Stephen W. Kidder held 675 shares of UnitedHealth worth $281K as of Q2 2026.
  • Stephen W. Kidder sold 7,665 UnitedHealth shares in Q2 2026, an estimated $2.84M.
  • UnitedHealth made up 0.07% of Stephen W. Kidder's portfolio in Q2 2026, its #70 holding.
  • Stephen W. Kidder first reported a position in UnitedHealth in Q1 2020 and has held it in 26 quarters since.
  • Stephen W. Kidder's UnitedHealth position peaked at $8.61M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Stephen W. Kidder's 13F filing for Q2 2026, filed 21 Aug 2026.