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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Stephen W. Kidder's UNH Position: Q1 2026 in Review

Stephen W. Kidder reduced its UnitedHealth (UNH) stake by 46% in Q1 2026, selling an estimated $2.12M and leaving 8,340 shares worth $2.26M. The position accounts for 0.66% of the portfolio, ranked #35.

Stephen W. Kidder first reported a position in UNH in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.61M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Stephen W. Kidder held 8,340 shares of UnitedHealth worth $2.26M as of Q1 2026.
  • Stephen W. Kidder sold 7,130 UnitedHealth shares in Q1 2026, an estimated $2.12M.
  • UnitedHealth made up 0.66% of Stephen W. Kidder's portfolio in Q1 2026, its #35 holding.
  • Stephen W. Kidder first reported a position in UnitedHealth in Q1 2020 and has held it in 25 quarters since.
  • Stephen W. Kidder's UnitedHealth position peaked at $8.61M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Stephen W. Kidder's 13F filing for Q1 2026, filed 11 May 2026.