UnitedHealth shares owned by Kelman-Lazarov
Historical chart of Kelman-Lazarov investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $297k | 860 | 345.34 |
| 2025-06-30 | $327k | 1.0k | 311.91 |
| 2025-03-31 | $958k | 1.8k | 523.71 |
| 2024-12-31 | $943k | 1.9k | 505.86 |
| 2024-09-30 | $375k | 642 | 584.68 |
| 2024-06-30 | $327k | 642 | 509.26 |
| 2024-03-31 | $378k | 764 | 494.70 |
| 2023-12-31 | $402k | 764 | 526.47 |
| 2023-09-30 | $397k | 787 | 504.19 |
| 2023-06-30 | $377k | 784 | 480.86 |
| 2023-03-31 | $345k | 730 | 472.59 |
| 2022-12-31 | $321k | 605 | 530.18 |
| 2022-09-30 | $298k | 590 | 505.08 |
| 2022-06-30 | $303k | 590 | 513.56 |
| 2022-03-31 | $301k | 590 | 510.17 |
| 2021-12-31 | $296k | 590 | 501.69 |
| 2021-09-30 | $231k | 590 | 391.53 |
| 2021-06-30 | $240k | 600 | 400.00 |
| 2021-03-31 | $223k | 600 | 371.67 |
| 2020-12-31 | $210k | 600 | 350.00 |
| 2016-12-31 | $32k | 200 | 160.04 |
| 2016-09-30 | $28k | 200 | 138.16 |
| 2016-06-30 | $28k | 200 | 140.86 |
| 2016-03-31 | $26k | 200 | 130.00 |