UnitedHealth shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $50M | 144k | 345.30 |
| 2025-06-30 | $33M | 104k | 311.97 |
| 2025-03-31 | $50M | 96k | 523.75 |
| 2024-12-31 | $50M | 98k | 505.86 |
| 2024-09-30 | $55M | 94k | 584.68 |
| 2024-06-30 | $53M | 103k | 509.26 |
| 2024-03-31 | $50M | 101k | 494.70 |
| 2023-12-31 | $50M | 95k | 526.47 |
| 2023-09-30 | $49M | 97k | 504.19 |
| 2023-06-30 | $43M | 90k | 480.64 |
| 2023-03-31 | $43M | 91k | 472.59 |
| 2022-12-31 | $70M | 132k | 530.18 |
| 2022-09-30 | $65M | 128k | 505.04 |
| 2022-06-30 | $61M | 118k | 513.63 |
| 2022-03-31 | $52M | 101k | 509.97 |
| 2021-12-31 | $50M | 99k | 502.14 |
| 2021-09-30 | $39M | 99k | 390.74 |
| 2021-06-30 | $38M | 96k | 400.44 |
| 2021-03-31 | $35M | 95k | 372.07 |
| 2020-12-31 | $26M | 76k | 344.99 |
| 2020-09-30 | $17M | 53k | 311.86 |