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Livermore
Livermore
ZHEN

Key Financial Inc

SEC CIK
0001801720
Latest filing
Jul 24, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Key Financial Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
2,946
Value
$1.22M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of UNH by Key Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,946$1.22M0.2%−26−0.9%ReducedHolders
Q1 20262,972$804.2K0.1%−85−2.8%ReducedHolders
Q4 20253,057$1.01M0.2%+100+3.4%AddedHolders
Q3 20252,957$1.03M0.2%−751−20.3%ReducedHolders
Q2 20253,708$1.16M0.2%−184−4.7%ReducedHolders
Q1 20253,892$2.04M0.4%00.0%UnchangedHolders
Q4 20243,892$1.97M0.4%+84+2.2%AddedHolders
Q3 20243,808$2.23M0.5%+11+0.3%AddedHolders
Q2 20243,797$1.93M0.5%+146+4.0%AddedHolders
Q1 20243,651$1.81M0.5%00.0%UnchangedHolders
Q4 20233,651$1.92M0.5%00.0%UnchangedHolders
Q3 20233,651$1.84M0.6%+4+0.1%AddedHolders
Q2 20233,647$1.75M0.6%+151+4.3%AddedHolders
Q1 20233,496$1.65M0.6%+200+6.1%AddedHolders
Q4 20223,296$1.66M0.8%00.0%UnchangedHolders
Q3 20223,296$1.67M0.8%00.0%UnchangedHolders
Q2 20223,296$1.71M0.9%−264−7.4%ReducedHolders
Q1 20223,560$1.81M0.9%+1,323+59.1%AddedHolders
Q4 20212,237$1.12M0.6%00.0%UnchangedHolders
Q3 20212,237$874.0K0.5%+7+0.3%AddedHolders
Q2 20212,230$919.0K0.5%+280+14.4%AddedHolders
Q1 20211,950$726.0K0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.