UnitedHealth shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Foundations Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $17M | 35k | 494.70 |
| 2023-12-31 | $15M | 30k | 507.13 |
| 2023-09-30 | $12M | 24k | 504.19 |
| 2023-06-30 | $9.6M | 20k | 480.64 |
| 2023-03-31 | $8.1M | 17k | 472.60 |
| 2022-12-31 | $9.1M | 17k | 530.19 |
| 2022-09-30 | $9.3M | 19k | 505.05 |
| 2022-06-30 | $11M | 20k | 515.30 |
| 2022-03-31 | $6.2M | 12k | 534.80 |
| 2021-12-31 | $5.6M | 12k | 473.71 |
| 2021-09-30 | $4.4M | 11k | 393.45 |
| 2021-06-30 | $4.4M | 11k | 412.09 |
| 2021-03-31 | $2.9M | 8.0k | 365.66 |
| 2020-12-31 | $2.7M | 7.6k | 363.41 |
| 2020-09-30 | $1.2M | 3.9k | 311.89 |
| 2020-06-30 | $1.1M | 3.6k | 298.28 |
| 2020-03-31 | $647k | 2.7k | 237.43 |
| 2019-12-31 | $723k | 2.5k | 291.53 |
| 2019-09-30 | $563k | 2.6k | 215.30 |
| 2019-06-30 | $543k | 2.2k | 245.37 |
| 2019-03-31 | $449k | 1.8k | 247.52 |
| 2018-12-31 | $451k | 1.7k | 266.23 |
| 2018-09-30 | $341k | 1.3k | 266.20 |
| 2018-06-30 | $301k | 1.2k | 245.31 |
More positions owned by Foundations Investment Advisors
View all positions for Foundations Investment Advisors