UnitedHealth shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 35k | 345.30 |
| 2025-06-30 | $9.7M | 31k | 311.97 |
| 2025-03-31 | $17M | 32k | 523.75 |
| 2024-12-31 | $16M | 32k | 505.86 |
| 2024-09-30 | $20M | 35k | 584.68 |
| 2024-06-30 | $17M | 33k | 509.26 |
| 2024-03-31 | $19M | 37k | 494.70 |
| 2023-12-31 | $19M | 36k | 526.47 |
| 2023-09-30 | $17M | 33k | 504.19 |
| 2023-06-30 | $14M | 29k | 480.64 |
| 2023-03-31 | $14M | 29k | 472.58 |
| 2022-12-31 | $10M | 19k | 530.17 |
| 2022-09-30 | $10M | 21k | 505.03 |
| 2022-06-30 | $10M | 20k | 513.63 |
| 2022-03-31 | $8.3M | 16k | 509.95 |
| 2021-12-31 | $8.2M | 16k | 502.16 |
| 2021-09-30 | $5.1M | 13k | 390.76 |
| 2021-06-30 | $4.7M | 12k | 400.43 |
| 2021-03-31 | $4.3M | 11k | 372.05 |
| 2020-12-31 | $3.7M | 11k | 345.02 |
| 2020-09-30 | $3.3M | 10k | 311.82 |
More positions owned by Kestra Private Wealth Services
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