UnitedHealth shares owned by Advisory Research
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Advisory Research
from 13F filings
Historical chart of Advisory Research investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Advisory Research consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Advisory Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $12M | 23k | 509.25 |
| 2024-03-31 | $11M | 22k | 494.71 |
| 2023-12-31 | $12M | 22k | 526.47 |
| 2023-09-30 | $11M | 22k | 504.19 |
| 2023-06-30 | $11M | 23k | 480.64 |
| 2023-03-31 | $11M | 22k | 472.59 |
| 2022-12-31 | $21M | 40k | 530.18 |
| 2022-09-30 | $21M | 41k | 505.04 |
| 2022-06-30 | $17M | 34k | 509.97 |
| 2022-03-31 | $17M | 34k | 509.97 |
| 2021-12-31 | $18M | 36k | 502.14 |
| 2021-09-30 | $14M | 36k | 390.74 |
| 2021-06-30 | $15M | 37k | 400.44 |
| 2021-03-31 | $14M | 37k | 372.08 |
| 2020-12-31 | $22M | 64k | 350.68 |
| 2020-09-30 | $21M | 68k | 311.77 |
| 2020-06-30 | $30M | 101k | 294.95 |
| 2020-03-31 | $38M | 150k | 249.38 |
| 2019-12-31 | $30M | 101k | 293.98 |
| 2019-09-30 | $23M | 103k | 217.33 |
| 2019-06-30 | $26M | 108k | 244.01 |
| 2019-03-31 | $27M | 109k | 247.26 |
| 2018-12-31 | $28M | 113k | 249.12 |
| 2018-09-30 | $31M | 115k | 266.04 |
| 2018-06-30 | $30M | 120k | 245.34 |
| 2018-03-31 | $26M | 121k | 214.00 |
| 2017-12-31 | $27M | 120k | 220.46 |
| 2017-09-30 | $23M | 117k | 195.85 |
| 2017-06-30 | $18M | 94k | 185.42 |
| 2017-03-31 | $3.3M | 20k | 163.99 |
| 2016-12-31 | $4.4M | 27k | 160.02 |
| 2016-09-30 | $4.4M | 32k | 140.00 |
| 2016-06-30 | $4.6M | 32k | 141.21 |
| 2016-03-31 | $7.8M | 61k | 128.90 |
| 2015-12-31 | $15M | 127k | 117.64 |
| 2015-09-30 | $15M | 131k | 116.01 |
| 2015-06-30 | $19M | 159k | 122.00 |
| 2015-03-31 | $21M | 176k | 118.29 |
| 2014-12-31 | $21M | 211k | 101.09 |
| 2014-09-30 | $23M | 261k | 86.25 |
| 2014-06-30 | $28M | 344k | 81.75 |
| 2014-03-31 | $29M | 358k | 81.99 |
| 2013-12-31 | $33M | 437k | 75.30 |
| 2013-09-30 | $27M | 379k | 71.61 |
| 2013-06-30 | $26M | 394k | 65.48 |