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UnitedHealth shares owned by TCI Wealth Advisors

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

Historical chart of TCI Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by TCI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $902k 1.8k 494.70
2023-12-31 $905k 1.7k 526.47
2023-09-30 $885k 1.8k 504.19
2023-06-30 $813k 1.7k 480.64
2023-03-31 $842k 1.8k 472.59
2022-12-31 $929k 1.8k 530.18
2022-09-30 $861k 1.7k 504.99
2022-06-30 $895k 1.7k 513.48
2022-03-31 $852k 1.7k 509.57
2021-12-31 $849k 1.7k 502.37
2021-09-30 $613k 1.6k 390.69
2021-06-30 $480k 1.2k 400.67
2021-03-31 $435k 1.2k 372.11
2020-12-31 $355k 1.0k 351.14
2020-09-30 $285k 913 312.16
2020-06-30 $265k 897 295.43
2020-03-31 $236k 946 249.47
2019-12-31 $387k 1.3k 293.85
2019-09-30 $272k 1.3k 217.60
2019-06-30 $317k 1.3k 243.85
2019-03-31 $350k 1.4k 247.18
2018-12-31 $386k 1.6k 248.87
2018-09-30 $423k 1.6k 265.87
2018-06-30 $375k 1.5k 245.10
2018-03-31 $357k 1.7k 214.29
2017-12-31 $362k 1.6k 220.60
2017-09-30 $321k 1.6k 195.61
2017-06-30 $298k 1.6k 185.21
2017-03-31 $260k 1.6k 163.93
2016-12-31 $254k 1.6k 160.15
2016-09-30 $199k 1.4k 140.24
2016-06-30 $192k 1.4k 141.49
2016-03-31 $175k 1.4k 128.96
2015-12-31 $137k 1.2k 117.29
2015-09-30 $30k 257 116.73
2015-06-30 $22k 179 122.91
2015-03-31 $21k 179 117.32
2014-12-31 $18k 179 100.56
2014-09-30 $15k 179 83.80
2014-06-30 $15k 179 83.80
2014-03-31 $15k 179 83.80
2013-12-31 $29k 379 76.52
2013-09-30 $13k 179 72.63
2013-06-30 $12k 179 67.04
2013-03-31 $22k 379 58.05
2012-12-31 $8.0k 179 44.69