UnitedHealth shares owned by Advus Financial Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Advus Financial Partners
from 13F filings
Historical chart of Advus Financial Partners investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Advus Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Advus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $502k | 1.2k | 415.63 |
| 2026-03-31 | $256k | 947 | 270.59 |
| 2025-12-31 | $389k | 1.2k | 330.11 |
| 2025-09-30 | $384k | 1.1k | 345.30 |
| 2025-06-30 | $381k | 1.2k | 312.05 |
| 2025-03-31 | $720k | 1.4k | 523.82 |
| 2024-12-31 | $763k | 1.5k | 505.81 |
| 2024-09-30 | $804k | 1.4k | 584.59 |
| 2024-06-30 | $634k | 1.2k | 509.15 |
| 2024-03-31 | $634k | 1.3k | 494.56 |
| 2023-12-31 | $717k | 1.4k | 526.31 |
| 2023-09-30 | $677k | 1.3k | 504.01 |
| 2023-06-30 | $804k | 1.7k | 480.50 |
| 2023-03-31 | $774k | 1.6k | 472.56 |
| 2022-12-31 | $983k | 1.9k | 530.05 |
| 2022-09-30 | $953k | 1.9k | 505.14 |
| 2022-06-30 | $860k | 1.7k | 513.68 |
| 2022-03-31 | $787k | 1.5k | 510.07 |
| 2021-09-30 | $749k | 1.5k | 502.17 |