Keystone Wealth Services’s UnitedHealth UNH Stock Holding History

Keystone Wealth Services’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-655	Closed	-$226K	–	313
2025 Q3	$226K	Sell	655 -76	-10%	-$23K	0.05%	275
2025 Q2	$228K	Buy	731 +247	+51%	+$94.4K	0.06%	255
2025 Q1	$254K	Sell	484 -12	-2%	-$6.13K	0.07%	230
2024 Q4	$251K	Sell	496 -61	-11%	-$34.7K	0.07%	222
2024 Q3	$326K	Buy	+557	New	+$315K	0.09%	198
2024 Q1	–	Sell	-387	Closed	-$204K	–	226
2023 Q4	$204K	Buy	+387	New	+$206K	0.07%	208
2023 Q2	–	Sell	-427	Closed	-$202K	–	211
2023 Q1	$202K	Sell	427 -3	-0.7%	-$1.45K	0.08%	186
2022 Q4	$228K	Buy	430 +9	+2%	+$4.77K	0.1%	167
2022 Q3	$213K	Buy	+421	New	+$221K	0.1%	155

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Keystone Wealth Services's UNH Position: Q4 2025 in Review

Keystone Wealth Services sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 655 shares — an estimated $226K sold.

Keystone Wealth Services first reported a position in UNH in Q3 2022 and held it in 9 quarters. The position peaked at $326K in Q3 2024. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Keystone Wealth Services reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Keystone Wealth Services sold 655 UnitedHealth shares in Q4 2025, an estimated $226K.
Keystone Wealth Services first reported a position in UnitedHealth in Q3 2022 and held it in 9 quarters.
Keystone Wealth Services's UnitedHealth position peaked at $326K in Q3 2024.
3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Keystone Wealth Services's 13F filing for Q4 2025, filed 26 Jan 2026.