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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

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

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View all positions for Kingswood Wealth Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
FMR
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Alliancebernstein
Bornite Capital Management
Bank of America Corporation
Northern Trust
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company

View all funds holding UnitedHealth