How many shares of UNH does Kestra Advisory Services, LLC own?

As of 2026-Q2, Kestra Advisory Services, LLC holds 128,838 shares of UNH (UNITEDHEALTH GROUP INC).

What is Kestra Advisory Services, LLC's UNH position worth?

As of 2026-Q2, Kestra Advisory Services, LLC's UNH position is worth $53.5M.

Is Kestra Advisory Services, LLC buying or selling UNH?

In 2026-Q2, Kestra Advisory Services, LLC decreased their UNH position (-4.6% change in shares).

When did Kestra Advisory Services, LLC first buy UNH?

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in UNH in 2020-Q3. They have held the position across 24 quarters.

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Kestra Advisory Services, LLC

UNH
24 quarters

Position history for Kestra Advisory Services, LLC's holdings in UNITEDHEALTH GROUP INC

Current Value

$53.5M

Current Shares

128,838

Total Value Change

+$36.9M

Total Shares Change

+75,420

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	128,838	-4.6%	$53.5M	0.2%	$415.63	0
2026-Q1	Decreased	135,108	-3.1%	$36.6M	0.1%	$289.21	0
2025-Q4	Decreased	139,443	-3.1%	$46M	0.2%	$332.16	0
2025-Q3	Increased	143,949	+38.3%	$49.7M	0.2%	$342.87	46
2025-Q2	Increased	104,099	+9.0%	$32.5M	0.2%	$305.12	38
2025-Q1	Decreased	95,475	-2.6%	$50M	0.2%	$505.79	0
2024-Q4	Increased	97,989	+4.3%	$49.6M	0.3%	$495.60	37
2024-Q3	Decreased	93,902	-7.4%	$54.9M	0.3%	$565.70	0
2024-Q2	Increased	101,407	+0.1%	$51.6M	0.3%	$493.37	35
2024-Q1	Increased	101,266	+6.3%	$50.1M	0.3%	$477.24	37
2023-Q4	Decreased	95,236	-1.5%	$50.1M	0.4%	$505.90	0
2023-Q3	Increased	96,670	+7.1%	$48.7M	0.5%	$482.84	38
2023-Q2	Decreased	90,247	-0.7%	$43.4M	0.4%	$454.49	0
2023-Q1	Decreased	90,839	-31.4%	$42.9M	0.5%	$446.58	0
2022-Q4	Increased	132,324	+3.1%	$70.2M	0.6%	$501.90	43
2022-Q3	Increased	128,360	+8.6%	$64.8M	0.7%	$480.21	45
2022-Q2	Increased	118,195	+16.8%	$60.7M	0.6%	$485.18	48
2022-Q1	Increased	101,159	+2.3%	$51.6M	0.5%	$488.25	42
2021-Q4	Decreased	98,887	-0.1%	$49.7M	0.5%	$471.49	0
2021-Q3	Increased	99,021	+3.3%	$38.7M	0.4%	$373.05	36
2021-Q2	Increased	95,854	+1.0%	$38.4M	0.4%	$369.60	35
2021-Q1	Increased	94,907	+25.2%	$35.3M	0.4%	$345.55	42
2020-Q4	Increased	75,817	+41.9%	$26.2M	0.3%	$317.99	46
2020-Q3	New	53,418	-	$16.7M	0.3%	$279.34	47

Other major holders of UNH: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

UNH24 quarters

UNH
24 quarters