Keystone Wealth Services, LLC
- SEC CIK
- 0001866189
- Latest filing
- Aug 5, 2026
UNH holding history
UnitedHealth Group Inc in every 13F filed by Keystone Wealth Services, LLC, 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 (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −655−100.0% | Sold out | Holders |
| Q3 2025 | 655 | $226.1K | <0.1% | −76−10.4% | Reduced | Holders |
| Q2 2025 | 731 | $228.2K | 0.1% | +247+51.0% | Added | Holders |
| Q1 2025 | 484 | $253.5K | 0.1% | −12−2.4% | Reduced | Holders |
| Q4 2024 | 496 | $251.0K | 0.1% | −61−11.0% | Reduced | Holders |
| Q3 2024 | 557 | $325.9K | 0.1% | +557 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −387−100.0% | Sold out | Holders |
| Q4 2023 | 387 | $203.8K | 0.1% | +387 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −427−100.0% | Sold out | Holders |
| Q1 2023 | 427 | $201.9K | 0.1% | −3−0.7% | Reduced | Holders |
| Q4 2022 | 430 | $228.0K | 0.1% | +9+2.1% | Added | Holders |
| Q3 2022 | 421 | $213.0K | 0.1% | +421 | New | Holders |