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UnitedHealth shares owned by Reilly Financial Advisors

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

Historical chart of Reilly Financial Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Reilly Financial Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $4.0M 8.0k 502.11
2021-09-30 $3.4M 8.6k 390.71
2021-06-30 $3.6M 8.9k 400.40
2021-03-31 $3.3M 8.9k 372.04
2020-12-31 $3.2M 9.1k 350.70
2020-09-30 $2.8M 9.0k 311.77
2020-06-30 $3.2M 11k 294.91
2020-03-31 $2.7M 11k 249.37
2019-12-31 $3.1M 11k 293.97
2019-09-30 $2.3M 11k 217.31
2019-06-30 $2.6M 11k 244.05
2019-03-31 $2.6M 10k 247.22
2018-12-31 $2.6M 11k 249.08
2018-09-30 $2.7M 10k 266.01
2018-06-30 $2.6M 10k 245.39
2018-03-31 $2.4M 11k 214.02
2017-12-31 $2.4M 11k 220.45
2017-09-30 $2.1M 11k 195.85
2017-06-30 $2.0M 11k 185.38
2017-03-31 $1.7M 10k 164.04
2016-12-31 $1.5M 9.3k 160.02
2016-09-30 $1.5M 11k 139.97
2016-06-30 $1.4M 10k 141.18
2016-03-31 $1.3M 10k 128.93
2015-12-31 $1.2M 10k 117.62
2015-09-30 $1.4M 12k 116.03
2015-06-30 $1.3M 11k 122.03
2015-03-31 $1.3M 11k 118.28
2014-09-30 $513k 6.0k 86.18
2014-06-30 $326k 4.0k 81.95
2014-03-31 $252k 3.1k 82.14
2013-12-31 $131k 1.7k 75.37
2013-09-30 $10k 138 72.46
2013-06-30 $9.0k 138 65.22