UnitedHealth shares owned by 4wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by 4wealth Advisors
from 13F filings
Historical chart of 4wealth Advisors investment in UnitedHealth
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All positions including UnitedHealth held by 4wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by 4wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $368k | 1.1k | 345.30 |
| 2025-06-30 | $310k | 994 | 311.87 |
| 2025-03-31 | $338k | 644 | 524.01 |