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
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Quarterly reported holdings in UnitedHealth by Key Client Fiduciary Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $261k | 757 | 345.12 |
| 2025-03-31 | $240k | 459 | 523.23 |
| 2024-12-31 | $239k | 471 | 506.34 |
| 2024-09-30 | $284k | 485 | 585.06 |
| 2024-06-30 | $217k | 425 | 509.69 |
| 2024-03-31 | $212k | 429 | 494.50 |
More positions owned by Key Client Fiduciary Advisors
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