UnitedHealth shares owned by Adviser Investments
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $19M | 38k | 494.70 |
| 2023-12-31 | $18M | 34k | 526.46 |
| 2023-09-30 | $8.0M | 16k | 504.18 |
| 2023-06-30 | $7.1M | 15k | 480.65 |
| 2023-03-31 | $5.5M | 12k | 472.58 |
| 2022-12-31 | $5.5M | 11k | 493.38 |
| 2022-09-30 | $830k | 1.6k | 505.17 |
| 2022-06-30 | $780k | 1.5k | 513.83 |
| 2022-03-31 | $772k | 1.5k | 509.91 |
| 2021-12-31 | $728k | 1.5k | 502.07 |
| 2021-09-30 | $556k | 1.4k | 391.00 |
| 2021-06-30 | $542k | 1.4k | 400.30 |
| 2021-03-31 | $517k | 1.4k | 372.21 |
| 2020-12-31 | $487k | 1.4k | 350.61 |
| 2020-09-30 | $565k | 1.8k | 311.98 |
| 2020-06-30 | $525k | 1.8k | 294.78 |
| 2020-03-31 | $419k | 1.7k | 249.11 |
| 2019-12-31 | $570k | 1.9k | 293.81 |
| 2019-09-30 | $413k | 1.9k | 217.37 |
| 2019-06-30 | $293k | 1.2k | 243.56 |
| 2019-03-31 | $297k | 1.2k | 246.88 |
| 2018-12-31 | $304k | 1.2k | 249.38 |
| 2018-09-30 | $310k | 1.2k | 266.09 |
| 2018-06-30 | $298k | 1.2k | 245.27 |
| 2018-03-31 | $249k | 1.2k | 213.73 |
| 2017-12-31 | $262k | 1.2k | 220.72 |
| 2017-09-30 | $202k | 1.0k | 195.74 |