UnitedHealth shares owned by AE Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $78M | 154k | 503.20 |
| 2023-09-30 | $74M | 147k | 504.18 |
| 2023-06-30 | $64M | 133k | 480.64 |
| 2023-03-31 | $59M | 125k | 472.59 |
| 2022-12-31 | $59M | 112k | 530.18 |
| 2022-09-30 | $50M | 99k | 505.04 |
| 2022-06-30 | $48M | 92k | 513.63 |
| 2022-03-31 | $45M | 88k | 509.97 |
| 2021-12-31 | $39M | 77k | 502.14 |
| 2021-09-30 | $397k | 75k | 5.33 |
| 2021-06-30 | $358k | 72k | 5.00 |
| 2021-03-31 | $1.1M | 73k | 15.56 |
| 2020-12-31 | $0 | 75k | 0.00 |
| 2020-09-30 | $24M | 78k | 311.77 |
| 2020-06-30 | $411k | 70k | 5.88 |
| 2020-03-31 | $889k | 58k | 15.29 |
| 2019-12-31 | $16M | 54k | 293.98 |
| 2019-09-30 | $9.0M | 41k | 217.33 |
| 2019-06-30 | $11M | 45k | 244.01 |
| 2019-03-31 | $6.0M | 24k | 247.27 |
| 2018-12-31 | $4.3M | 17k | 249.12 |
| 2018-09-30 | $3.8M | 14k | 266.01 |
| 2018-06-30 | $2.7M | 11k | 245.34 |
| 2018-03-31 | $2.0M | 9.1k | 214.04 |
| 2017-12-31 | $1.9M | 8.7k | 220.49 |
| 2017-09-30 | $1.1M | 5.4k | 195.90 |
| 2017-06-30 | $924k | 5.0k | 185.50 |
| 2017-03-31 | $616k | 3.8k | 163.96 |
| 2016-12-31 | $539k | 3.4k | 160.13 |