UnitedHealth shares owned by AA Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by AA Financial Advisors
from 13F filings
Historical chart of AA Financial Advisors investment in UnitedHealth
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All positions including UnitedHealth held by AA Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by AA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $787k | 2.3k | 345.31 |
| 2025-06-30 | $688k | 2.2k | 311.97 |
| 2025-03-31 | $963k | 1.8k | 523.75 |
| 2024-12-31 | $948k | 1.9k | 505.86 |
| 2024-09-30 | $1.0M | 1.7k | 584.68 |
| 2024-06-30 | $837k | 1.6k | 509.26 |
| 2024-03-31 | $1.0M | 2.1k | 494.70 |