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UnitedHealth shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in UnitedHealth

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All positions including UnitedHealth held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $220k 378 581.85
2023-06-30 $221k 438 504.74

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Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Wellington Management Company
Capital World Investors
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Norges Bank Investment Management
Northern Trust
Franklin Resources

View all funds holding UnitedHealth