UnitedHealth shares owned by Allen Mooney & Barnes Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Allen Mooney & Barnes Investment Advisors
from 13F filings
Historical chart of Allen Mooney & Barnes Investment Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Allen Mooney & Barnes Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Allen Mooney & Barnes Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 51k | 345.30 |
| 2025-06-30 | $13M | 41k | 311.97 |
| 2025-03-31 | $12M | 23k | 523.75 |
| 2024-12-31 | $11M | 22k | 505.86 |
| 2024-09-30 | $13M | 22k | 584.69 |
| 2024-06-30 | $11M | 22k | 509.28 |
| 2024-03-31 | $9.7M | 22k | 441.73 |
| 2023-12-31 | $12M | 22k | 526.46 |
| 2023-06-30 | $9.9M | 21k | 480.65 |
| 2023-03-31 | $9.8M | 21k | 472.60 |
| 2022-12-31 | $11M | 20k | 530.17 |
| 2022-09-30 | $10M | 20k | 505.03 |
| 2022-06-30 | $12M | 24k | 513.63 |
| 2022-03-31 | $11M | 22k | 509.99 |
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