UnitedHealth shares owned by Advisory Resource Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Advisory Resource Group
from 13F filings
Historical chart of Advisory Resource Group investment in UnitedHealth
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All positions including UnitedHealth held by Advisory Resource Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Advisory Resource Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $210k | 504 | 415.63 |
| 2025-03-31 | $5.2M | 9.8k | 523.75 |
| 2024-12-31 | $223k | 440 | 505.86 |
| 2024-09-30 | $247k | 423 | 584.68 |
| 2024-06-30 | $215k | 423 | 509.26 |
| 2024-03-31 | $209k | 423 | 494.70 |
| 2019-12-31 | $1.4M | 4.8k | 293.90 |
| 2019-09-30 | $1.0M | 4.8k | 217.39 |
| 2019-06-30 | $1.2M | 4.8k | 244.02 |
| 2019-03-31 | $1.1M | 4.5k | 241.30 |