Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$834,169
+$336,284 QoQ
Shares Held
2,007
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,948
of 3,349 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Keystone Financial Group holds $1,457,577 across 2 Healthcare Plans names. UNH ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,007 | $834,169 | |
| 2 | ELV |
Elevance Health, Inc.
|
1,612 | $623,408 |
All Filings in UNH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,169 | 2,007 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $497,885 | 1,840 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $543,691 | 1,647 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $589,772 | 1,708 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $516,934 | 1,657 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,438,741 | 2,747 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,337,493 | 2,644 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,322,546 | 2,262 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $1,146,853 | 2,252 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,169,470 | 2,364 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $873,940 | 1,660 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $962,498 | 1,909 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $982,428 | 2,044 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $977,651 | 1,844 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $753,519 | 1,492 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $912,720 | 1,777 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $911,316 | 1,787 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $894,813 | 1,782 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $700,206 | 1,792 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $714,785 | 1,785 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $587,870 | 1,580 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $481,132 | 1,372 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $423,383 | 1,358 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $436,526 | 1,480 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $386,539 | 1,550 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||