WKWM
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Walter & Keenan Wealth Management’s UnitedHealth UNH Stock Holding History

Walter & Keenan Wealth Management’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 		$401K Buy
965
+61
+7% +$22.6K 0.1% 119
2026
Q1 		$245K Sell
904
-212
-19% -$63.1K 0.07% 148
2025
Q4 		$368K Sell
1,116
-23
-2% -$7.79K 0.1% 125
2025
Q3 		$393K Sell
1,139
-2,455
-68% -$742K 0.11% 120
2025
Q2 		$1.12M Sell
3,594
-137
-4% -$52.4K 0.33% 67
2025
Q1 		$1.95M Buy
3,731
+155
+4% +$79.2K 0.59% 47
2024
Q4 		$1.81M Buy
3,576
+9
+0.3% +$5.11K 0.55% 51
2024
Q3 		$2.09M Sell
3,567
-100
-3% -$56.6K 0.63% 45
2024
Q2 		$1.87M Buy
3,667
+56
+2% +$27.4K 0.59% 48
2024
Q1 		$1.79M Buy
3,611
+20
+0.6% +$10.2K 0.59% 49
2023
Q4 		$1.89M Sell
3,591
-53
-1% -$28.3K 0.68% 41
2023
Q3 		$1.84M Sell
3,644
-4
-0.1% -$1.97K 0.72% 38
2023
Q2 		$1.75M Buy
3,648
+30
+0.8% +$14.7K 0.64% 42
2023
Q1 		$1.71M Sell
3,618
-746
-17% -$360K 0.65% 45
2022
Q4 		$2.31M Hold
4,364
– – 0.91% 38
2022
Q3 		$2.2M Buy
4,364
+67
+2% +$35.2K 0.93% 38
2022
Q2 		$2.21M Hold
4,297
– – 0.87% 39
2022
Q1 		$2.19M Buy
4,297
+10
+0.2% +$4.82K 0.74% 45
2021
Q4 		$2.15M Hold
4,287
– – 0.7% 48
2021
Q3 		$1.68M Buy
4,287
+123
+3% +$50.9K 0.57% 52
2021
Q2 		$1.67M Buy
4,164
+88
+2% +$35.1K 0.57% 53
2021
Q1 		$1.52M Buy
4,076
+710
+21% +$246K 0.54% 55
2020
Q4 		$1.18M Buy
3,366
+107
+3% +$35.9K 0.43% 66
2020
Q3 		$1.02M Buy
3,259
+50
+2% +$15.4K 0.4% 65
2020
Q2 		$946K Sell
3,209
-1,312
-29% -$376K 0.38% 66
2020
Q1 		$1.07M Buy
4,521
+1,412
+45% +$389K 0.43% 36
2019
Q4 		$914K Buy
3,109
+359
+13% +$93.9K 0.35% 67
2019
Q3 		$598K Hold
2,750
– – 0.23% 87
2019
Q2 		$671K Buy
2,750
+600
+28% +$144K 0.3% 74
2019
Q1 		$532K Buy
+2,150
New +$548K 0.23% 83

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

Walter & Keenan Wealth Management's UNH Position: Q2 2026 in Review

Walter & Keenan Wealth Management increased its UnitedHealth (UNH) stake by 6.7% in Q2 2026, buying an estimated $22.6K and bringing the position to 965 shares worth $401K. The position accounts for 0.1% of the portfolio, ranked #119.

Walter & Keenan Wealth Management first reported a position in UNH in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.31M in Q4 2022. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Walter & Keenan Wealth Management held 965 shares of UnitedHealth worth $401K as of Q2 2026.
  • Walter & Keenan Wealth Management bought 61 UnitedHealth shares in Q2 2026, an estimated $22.6K.
  • UnitedHealth made up 0.1% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Walter & Keenan Wealth Management first reported a position in UnitedHealth in Q1 2019 and has held it in 30 quarters since.
  • Walter & Keenan Wealth Management's UnitedHealth position peaked at $2.31M in Q4 2022.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.