UnitedHealth shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $117M | 338k | 345.32 |
| 2025-06-30 | $70M | 224k | 311.97 |
| 2025-03-31 | $108M | 207k | 523.60 |
| 2024-12-31 | $137M | 239k | 574.80 |
| 2024-09-30 | $136M | 232k | 586.21 |
| 2024-03-31 | $146M | 294k | 495.64 |
| 2023-12-31 | $210M | 398k | 527.28 |
| 2023-09-30 | $248M | 492k | 504.76 |
| 2023-06-30 | $35M | 3.2M | 10.79 |
| 2023-03-31 | $175M | 370k | 473.47 |
| 2022-12-31 | $192M | 361k | 531.43 |
| 2022-09-30 | $171M | 337k | 505.91 |
| 2022-06-30 | $167M | 324k | 514.37 |
| 2022-03-31 | $158M | 309k | 510.74 |
| 2021-12-31 | $150M | 299k | 502.82 |
| 2021-09-30 | $109M | 279k | 391.31 |
| 2021-06-30 | $109M | 272k | 401.04 |
| 2021-03-31 | $100M | 269k | 372.58 |
| 2020-12-31 | $90M | 257k | 351.17 |
| 2020-09-30 | $79M | 252k | 312.23 |
| 2020-06-30 | $70M | 235k | 295.36 |
| 2020-03-31 | $104M | 416k | 249.71 |