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UnitedHealth shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in UnitedHealth

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All positions including UnitedHealth held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $19M 39k 494.69
2023-12-31 $21M 39k 526.46
2023-09-30 $17M 34k 504.19
2023-06-30 $16M 32k 480.63
2023-03-31 $14M 30k 472.60
2022-12-31 $15M 28k 530.19
2022-09-30 $14M 28k 505.03
2022-06-30 $14M 27k 513.64
2022-03-31 $9.5M 19k 507.06
2021-12-31 $8.4M 18k 461.23
2021-09-30 $7.0M 18k 390.74
2021-06-30 $6.8M 18k 389.96
2021-03-31 $6.3M 17k 372.09
2020-12-31 $5.8M 17k 350.66
2020-09-30 $5.2M 17k 311.76
2020-06-30 $4.0M 14k 294.99
2020-03-31 $2.4M 9.5k 249.37
2019-12-31 $2.4M 8.0k 293.97
2019-09-30 $1.7M 7.9k 217.71
2019-06-30 $1.8M 7.5k 243.93
2019-03-31 $735k 3.0k 247.39
2018-12-31 $730k 2.9k 249.15