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UnitedHealth shares owned by Keyes, Stange & Wooten Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Keyes, Stange & Wooten Wealth Management from 13F filings

Historical chart of Keyes, Stange & Wooten Wealth Management investment in UnitedHealth

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All positions including UnitedHealth held by Keyes, Stange & Wooten Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Keyes, Stange & Wooten Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $823k 1.4k 584.68
2024-06-30 $232k 455 509.26
2024-03-31 $228k 460 494.70
2023-12-31 $244k 463 526.47

More positions owned by Keyes, Stange & Wooten Wealth Management

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust World Equity Etf (DFAW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)

View all positions for Keyes, Stange & Wooten Wealth Management

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Capital World Investors
T. Rowe Price Associates
Wellington Management Company
Geode Capital Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Legal & General Group
Franklin Resources
Bank of America Corporation

View all funds holding UnitedHealth