UnitedHealth shares owned by Allium Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Allium Financial Advisors
from 13F filings
Historical chart of Allium Financial Advisors investment in UnitedHealth
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All positions including UnitedHealth held by Allium Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Allium Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $371k | 1.1k | 345.30 |
| 2025-06-30 | $405k | 1.3k | 311.97 |
| 2025-03-31 | $685k | 1.3k | 523.75 |