UnitedHealth shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth Services investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Keystone Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $226k | 655 | 345.22 |
| 2025-06-30 | $228k | 731 | 312.17 |
| 2025-03-31 | $254k | 484 | 523.77 |
| 2024-12-31 | $251k | 496 | 506.06 |
| 2024-09-30 | $326k | 557 | 585.06 |
| 2023-12-31 | $204k | 387 | 526.50 |
| 2023-03-31 | $202k | 427 | 472.91 |
| 2022-12-31 | $228k | 430 | 530.27 |
| 2022-09-30 | $213k | 421 | 505.94 |