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UnitedHealth shares owned by Advantage Trust

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Advantage Trust from 13F filings

Historical chart of Advantage Trust investment in UnitedHealth

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All positions including UnitedHealth held by Advantage Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Advantage Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 25 584.68
2024-06-30 $13k 25 509.28
2024-03-31 $12k 25 494.72
2023-12-31 $13k 25 526.48