UnitedHealth shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $724k | 2.1k | 345.26 |
| 2025-06-30 | $1.3M | 4.1k | 311.94 |
| 2025-03-31 | $563k | 1.1k | 523.88 |
| 2024-12-31 | $553k | 1.1k | 505.94 |
| 2024-09-30 | $572k | 978 | 584.62 |
| 2024-06-30 | $482k | 947 | 509.13 |
| 2024-03-31 | $473k | 955 | 494.92 |
| 2023-12-31 | $523k | 993 | 526.60 |
| 2023-09-30 | $482k | 955 | 504.29 |
| 2023-06-30 | $488k | 1.0k | 480.64 |
| 2023-03-31 | $459k | 971 | 472.50 |
| 2022-12-31 | $484k | 913 | 530.03 |
| 2022-09-30 | $960k | 1.9k | 504.73 |
| 2022-06-30 | $926k | 1.8k | 513.87 |
| 2022-03-31 | $981k | 1.9k | 509.88 |
| 2021-12-31 | $1.1M | 2.3k | 501.97 |