Keel Point, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1386935 HUNTSVILLE, AL

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,287,621

+$528,887 QoQ

Shares Held

3,098

+10.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,653

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Healthcare · as of Jun 30, 2026

Keel Point, LLC holds $2,508,713 across 4 Healthcare Plans names. UNH ranks #1 (51.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	3,098	$1,287,621
2	CI	Cigna Group	1,819	$501,461
3	CVS	CVS HEALTH Corp	4,058	$419,800
4	CNC	Centene Corp	4,671	$299,831

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,287,621	3,098	+10.5%	Shares	Sole	2026-08-14
2026-03-31	$758,734	2,804	-36.3%	Shares	Sole	2026-06-01
2025-12-31	$1,452,814	4,401	-3.3%	Shares	Sole	2026-02-12
2025-09-30	$1,570,769	4,549	-33.7%	Shares	Sole	2025-12-16
2025-06-30	$2,141,674	6,865	+11.8%	Shares	Sole	2025-08-15
2025-03-31	$3,215,825	6,140	+1.6%	Shares	Sole	2025-05-15
2024-12-31	$3,058,429	6,046	+6.7%	Shares	Sole	2025-02-14
2024-09-30	$3,313,381	5,667	+25.8%	Shares	Sole	2024-11-14
2024-06-30	$2,294,725	4,506	+11.4%	Shares	Sole	2024-08-14
2024-03-31	$2,000,566	4,044	+0.8%	Shares	Sole	2024-04-16
2023-12-31	$2,111,671	4,011	+4.6%	Shares	Sole	2024-01-30
2023-09-30	$1,933,568	3,835	+11.4%	Shares	Sole	2023-10-26
2023-06-30	$1,655,324	3,444	+6.4%	Shares	Sole	2023-07-12
2023-03-31	$1,529,301	3,236	-4.0%	Shares	Sole	2023-04-03
2022-12-31	$1,786,706	3,370	+9.2%	Shares	Sole	2023-01-17
2022-09-30	$1,558,048	3,085	+0.4%	Shares	Sole	2022-10-05
2022-06-30	$1,578,384	3,073	-0.9%	Shares	Sole	2022-08-11
2022-03-31	$1,581,926	3,102	-11.2%	Shares	Sole	2022-04-27
2021-12-31	$1,754,979	3,495	-2.6%	Shares	Sole	2022-01-31
2021-09-30	$1,401,975	3,588	+6.7%	Shares	Sole	2021-11-04
2021-06-30	$1,346,679	3,363	-0.4%	Shares	Sole	2021-08-06
2021-03-31	$1,256,852	3,378	+22.1%	Shares	Sole	2021-05-17
2020-12-31	$969,980	2,766	+5.3%	Shares	Sole	2021-02-10
2020-09-30	$819,019	2,627	+155.3%	Shares	Sole	2020-11-18
2020-06-30	$303,503	1,029	-0.7%	Shares	Sole	2020-08-14
2020-03-31	$258,357	1,036	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.