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UnitedHealth shares owned by Keating Financial Advisory Services

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Keating Financial Advisory Services from 13F filings

Historical chart of Keating Financial Advisory Services investment in UnitedHealth

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All positions including UnitedHealth held by Keating Financial Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Keating Financial Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $500k 1.8k 270.59

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Microsoft Corporation (MSFT)
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Schwab U.s. Large-cap Growth Etf Us Lcap Gr Etf (SCHG)
Invesco Qqq Trust Unit Ser 1 (QQQ)
Amazon (AMZN)
Dimensional International High Profitability Etf Intl High Profit (DIHP)
Dimensional Us Core Equity 1 Etf Us Core Equity 1 (DCOR)

View all positions for Keating Financial Advisory Services

Top funds holding UnitedHealth

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Susquehanna International
Capital World Investors
Vanguard Portfolio Management
Geode Capital Management
Citadel Advisors
Capital Research Global Investors
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Bank of America Corporation

View all funds holding UnitedHealth