UnitedHealth shares owned by Kfg Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Kfg Wealth Management
from 13F filings
Historical chart of Kfg Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Kfg Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Kfg Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $809k | 2.3k | 345.30 |
| 2025-06-30 | $849k | 2.7k | 312.02 |
| 2025-03-31 | $1.1M | 2.1k | 523.77 |
| 2024-12-31 | $1.0M | 2.0k | 505.94 |
| 2024-09-30 | $1.1M | 1.9k | 584.61 |
| 2024-06-30 | $569k | 1.1k | 509.09 |
| 2024-03-31 | $527k | 1.1k | 494.92 |
| 2023-12-31 | $529k | 1.0k | 526.66 |
| 2023-09-30 | $525k | 1.0k | 504.31 |
| 2023-06-30 | $434k | 902 | 480.71 |
| 2023-03-31 | $312k | 593 | 526.23 |
| 2022-12-31 | $204k | 384 | 530.18 |