UnitedHealth shares owned by Affinity Capital Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Affinity Capital Advisors
from 13F filings
Historical chart of Affinity Capital Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Affinity Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Affinity Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $228k | 691 | 329.91 |
| 2025-03-31 | $345k | 575 | 599.77 |
| 2024-12-31 | $252k | 490 | 514.50 |
| 2024-09-30 | $277k | 473 | 584.90 |
| 2024-03-31 | $239k | 482 | 494.77 |
| 2023-12-31 | $274k | 521 | 526.49 |
| 2023-09-30 | $263k | 521 | 504.16 |
| 2023-06-30 | $231k | 481 | 480.56 |