Key Financial Inc

Position in UNH — Unitedhealth Group Inc

CIK 1801720 WEST CHESTER, PA

Position in UNH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,224,445

+$420,252 QoQ

Shares Held

2,946

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,681

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Key Financial Inc holds $4,685,150 across 5 Healthcare Plans names. UNH ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	10,359	$2,855,769
2	UNH	Unitedhealth Group Inc This page	2,946	$1,224,445
3	CVS	CVS HEALTH Corp	3,332	$344,695
4	ELV	Elevance Health, Inc.	562	$217,342
5	HUM	Humana Inc	108	$42,899

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,224,445	2,946	-0.9%	Shares	Sole	2026-07-24
2026-03-31	$804,193	2,972	-2.8%	Shares	Sole	2026-04-24
2025-12-31	$1,009,146	3,057	+3.4%	Shares	Sole	2026-02-09
2025-09-30	$1,021,052	2,957	-20.3%	Shares	Sole	2025-11-05
2025-06-30	$1,156,784	3,708	-4.7%	Shares	Sole	2025-08-05
2025-03-31	$2,038,435	3,892	0.0%	Shares	Sole	2025-05-01
2024-12-31	$1,968,807	3,892	+2.2%	Shares	Sole	2025-01-31
2024-09-30	$2,226,461	3,808	+0.3%	Shares	Sole	2024-10-29
2024-06-30	$1,933,660	3,797	+4.0%	Shares	Sole	2024-07-30
2024-03-31	$1,806,149	3,651	0.0%	Shares	Sole	2024-05-13
2023-12-31	$1,922,141	3,651	0.0%	Shares	Sole	2024-01-31
2023-09-30	$1,840,797	3,651	+0.1%	Shares	Sole	2023-11-01
2023-06-30	$1,752,894	3,647	+4.3%	Shares	Sole	2023-07-28
2023-03-31	$1,652,174	3,496	+6.1%	Shares	Sole	2023-05-02
2022-12-31	$1,747,473	3,296	0.0%	Shares	Sole	2023-01-26
2022-09-30	$1,664,611	3,296	0.0%	Shares	Sole	2022-10-28
2022-06-30	$1,692,924	3,296	-7.4%	Shares	Sole	2022-07-26
2022-03-31	$1,815,493	3,560	+59.1%	Shares	Sole	2022-04-27
2021-12-31	$1,123,287	2,237	0.0%	Shares	Sole	2022-01-19
2021-09-30	$874,085	2,237	+0.3%	Shares	Sole	2021-11-01
2021-06-30	$892,981	2,230	+14.4%	Shares	Sole	2021-08-02
2021-03-31	$725,536	1,950	0.0%	Shares	Sole	2021-04-30
2020-12-31	$683,826	1,950	0.0%	Shares	Sole	2021-01-29
2020-09-30	$607,951	1,950	0.0%	Shares	Sole	2020-11-02
2020-06-30	$575,152	1,950	0.0%	Shares	Sole	2020-08-07
2020-03-31	$486,291	1,950	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.