UnitedHealth shares owned by Alliance Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Alliance Wealth Advisors
from 13F filings
Historical chart of Alliance Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Alliance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $243k | 703 | 345.10 |
| 2025-06-30 | $221k | 709 | 312.13 |
| 2025-03-31 | $1.9M | 3.6k | 523.74 |
| 2024-12-31 | $2.0M | 3.9k | 505.85 |
| 2024-09-30 | $3.5M | 6.0k | 584.68 |
| 2024-06-30 | $3.0M | 5.9k | 509.27 |
| 2024-03-31 | $2.8M | 5.7k | 494.71 |
| 2023-12-31 | $2.9M | 5.5k | 526.48 |
| 2023-09-30 | $2.7M | 5.4k | 504.20 |
| 2023-06-30 | $2.5M | 5.3k | 480.65 |
| 2023-03-31 | $2.4M | 5.1k | 472.57 |
| 2022-12-31 | $2.6M | 4.9k | 530.14 |