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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

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
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