UnitedHealth shares owned by Valley National Advisers
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Valley National Advisers
from 13F filings
Historical chart of Valley National Advisers investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Valley National Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $638k | 1.3k | 494.19 |
| 2023-12-31 | $745k | 1.4k | 526.13 |
| 2023-09-30 | $652k | 1.3k | 503.86 |
| 2023-06-30 | $626k | 1.3k | 480.80 |
| 2023-03-31 | $634k | 1.3k | 488.82 |
| 2022-12-31 | $761k | 1.5k | 492.88 |
| 2022-09-30 | $806k | 1.5k | 522.02 |
| 2022-06-30 | $751k | 1.5k | 514.38 |
| 2022-03-31 | $2.8M | 5.5k | 509.93 |
| 2021-12-31 | $2.8M | 5.5k | 502.18 |
| 2021-09-30 | $3.6M | 9.3k | 390.69 |
| 2021-06-30 | $3.8M | 9.4k | 400.49 |
| 2021-03-31 | $3.5M | 9.4k | 372.09 |
| 2020-12-31 | $3.4M | 9.6k | 350.66 |
| 2020-09-30 | $3.1M | 9.9k | 311.73 |
| 2020-06-30 | $3.3M | 11k | 294.96 |
| 2020-03-31 | $3.0M | 12k | 249.37 |
| 2019-12-31 | $3.6M | 12k | 293.97 |
| 2019-09-30 | $1.9M | 8.9k | 217.34 |
| 2019-06-30 | $682k | 2.8k | 244.01 |
| 2019-03-31 | $109k | 439 | 248.29 |
| 2018-12-31 | $133k | 535 | 248.60 |
| 2018-09-30 | $117k | 439 | 266.51 |
| 2018-06-30 | $81k | 329 | 246.20 |
| 2018-03-31 | $79k | 370 | 213.51 |
| 2017-12-31 | $86k | 391 | 219.95 |
| 2017-09-30 | $77k | 391 | 196.93 |
| 2017-06-30 | $69k | 373 | 184.99 |
| 2017-03-31 | $61k | 373 | 163.54 |
| 2016-12-31 | $60k | 373 | 160.86 |
| 2016-09-30 | $52k | 373 | 139.41 |
| 2016-06-30 | $53k | 373 | 142.09 |
| 2016-03-31 | $48k | 370 | 129.73 |
| 2015-12-31 | $44k | 370 | 118.92 |
| 2015-09-30 | $16k | 134 | 119.40 |
| 2015-06-30 | $16k | 134 | 119.40 |
| 2015-03-31 | $16k | 134 | 119.40 |
| 2014-12-31 | $10k | 134 | 74.63 |