UnitedHealth shares owned by Nelson Roberts Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Nelson Roberts Investment Advisors
from 13F filings
Historical chart of Nelson Roberts Investment Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Nelson Roberts 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 Nelson Roberts Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.6M | 13k | 526.47 |
| 2023-09-30 | $6.4M | 13k | 504.19 |
| 2023-06-30 | $6.1M | 13k | 480.64 |
| 2023-03-31 | $6.1M | 13k | 472.59 |
| 2022-12-31 | $6.8M | 13k | 530.18 |
| 2022-09-30 | $4.7M | 9.3k | 505.08 |
| 2022-06-30 | $4.8M | 9.3k | 513.63 |
| 2019-12-31 | $11M | 37k | 293.99 |
| 2019-09-30 | $8.0M | 37k | 217.33 |
| 2019-06-30 | $9.0M | 37k | 244.01 |
| 2019-03-31 | $9.2M | 37k | 247.26 |
| 2018-12-31 | $9.4M | 38k | 249.12 |
| 2018-09-30 | $14M | 51k | 266.04 |
| 2018-06-30 | $12M | 49k | 245.35 |
| 2018-03-31 | $10M | 48k | 214.00 |
| 2017-12-31 | $11M | 49k | 220.45 |
| 2017-09-30 | $9.6M | 49k | 195.86 |
| 2017-06-30 | $9.2M | 49k | 185.42 |
| 2017-03-31 | $8.1M | 49k | 164.01 |
| 2016-12-31 | $7.9M | 49k | 160.03 |
| 2016-09-30 | $7.1M | 51k | 139.99 |
| 2016-06-30 | $7.0M | 50k | 141.21 |
| 2016-03-31 | $6.5M | 50k | 128.90 |
| 2015-12-31 | $5.9M | 51k | 117.63 |
| 2015-09-30 | $5.8M | 50k | 116.01 |
| 2015-06-30 | $5.8M | 48k | 122.00 |
| 2015-03-31 | $5.5M | 47k | 118.30 |
More positions owned by Nelson Roberts Investment Advisors
View all positions for Nelson Roberts Investment Advisors