UnitedHealth shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 8.9k | 345.30 |
| 2025-06-30 | $2.2M | 6.9k | 311.97 |
| 2025-03-31 | $4.3M | 8.2k | 523.66 |
| 2024-12-31 | $5.1M | 10k | 505.88 |
| 2024-09-30 | $12M | 20k | 584.53 |
| 2024-06-30 | $7.7M | 15k | 509.27 |
| 2024-03-31 | $7.2M | 15k | 494.72 |
| 2023-12-31 | $8.3M | 16k | 526.46 |
| 2023-09-30 | $7.3M | 1.7k | 4443.85 |
| 2023-06-30 | $2.2M | 4.7k | 480.73 |