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UnitedHealth shares owned by Carson Advisory

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Carson Advisory from 13F filings

Historical chart of Carson Advisory investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Carson Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Carson Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $689k 1.4k 494.79
2023-12-31 $739k 1.4k 526.55
2023-09-30 $714k 1.4k 504.25
2023-06-30 $677k 1.4k 480.69
2023-03-31 $306k 648 472.66
2022-12-31 $334k 630 530.23
2022-09-30 $318k 630 504.76
2022-06-30 $340k 661 514.37
2022-03-31 $308k 603 510.78
2021-12-31 $301k 599 502.50