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UnitedHealth shares owned by Investment Research & Advisory Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Investment Research & Advisory Group from 13F filings

Historical chart of Investment Research & Advisory Group investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Investment Research & Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Investment Research & Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 6.2k 494.70
2023-12-31 $3.2M 6.1k 526.47
2023-09-30 $3.0M 6.0k 504.19
2023-06-30 $2.9M 6.0k 480.64
2023-03-31 $3.0M 6.4k 472.59
2022-12-31 $3.4M 6.4k 530.18
2022-09-30 $3.2M 6.4k 505.08
2022-06-30 $3.3M 6.4k 513.68
2022-03-31 $3.1M 6.1k 509.96
2021-12-31 $3.1M 6.2k 502.17
2021-09-30 $2.4M 6.2k 392.44
2021-06-30 $2.5M 6.2k 400.38
2021-03-31 $2.3M 6.2k 372.00
2020-12-31 $2.2M 6.2k 350.62
2020-09-30 $1.9M 6.1k 311.82
2020-06-30 $1.8M 6.3k 291.82
2020-03-31 $988k 4.0k 249.37
2019-12-31 $1.2M 4.0k 294.03