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UnitedHealth shares owned by Professional Financial Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Professional Financial Advisors from 13F filings

Historical chart of Professional Financial Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Professional Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Professional Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 2.2k 494.59
2023-12-31 $1.1M 2.1k 526.55
2023-09-30 $969k 1.9k 504.07
2023-06-30 $916k 1.9k 480.68
2023-03-31 $1.1M 2.2k 509.98
2022-12-31 $1.0M 1.9k 530.11
2022-09-30 $974k 1.9k 505.19
2022-06-30 $997k 1.9k 513.39
2022-03-31 $1.1M 2.2k 509.83
2021-12-31 $1.3M 2.5k 502.37
2021-09-30 $989k 2.5k 390.60
2021-06-30 $985k 2.5k 398.30
2021-03-31 $922k 2.5k 372.22
2020-12-31 $767k 2.2k 350.87
2020-09-30 $649k 2.1k 305.27
2020-06-30 $599k 2.0k 294.78