UnitedHealth shares owned by Advisor OS
Historical chart of Advisor OS investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.8M | 5.4k | 526.55 |
| 2023-09-30 | $2.8M | 5.6k | 504.19 |
| 2023-06-30 | $2.4M | 5.1k | 480.64 |
| 2023-03-31 | $1.9M | 4.0k | 472.59 |
| 2022-12-31 | $2.1M | 4.0k | 530.18 |
| 2022-09-30 | $2.0M | 3.9k | 503.92 |
| 2022-06-30 | $2.2M | 3.9k | 571.43 |
| 2022-03-31 | $2.1M | 4.2k | 509.26 |
| 2021-12-31 | $3.1M | 6.3k | 500.00 |
| 2021-09-30 | $2.3M | 5.8k | 390.74 |
| 2021-06-30 | $2.4M | 6.0k | 400.00 |
| 2021-03-31 | $2.0M | 5.2k | 375.00 |
| 2020-12-31 | $1.8M | 5.1k | 350.75 |
| 2020-09-30 | $1.0M | 3.3k | 311.96 |
| 2020-06-30 | $1.1M | 3.7k | 294.97 |