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UnitedHealth shares owned by Key Client Fiduciary Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Key Client Fiduciary Advisors from 13F filings

Historical chart of Key Client Fiduciary Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Key Client Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Key Client Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $284k 485 585.06
2024-06-30 $217k 425 509.69
2024-03-31 $212k 429 494.50

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Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Royal Bank of Canada
Franklin Resources
Wells Fargo & Company
Alliancebernstein
Bank of New York Mellon
Nuveen Asset Management
Bank of America Corporation
Charles Schwab Investment Management

View all funds holding UnitedHealth