UnitedHealth shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 17k | 345.31 |
| 2025-06-30 | $5.6M | 18k | 311.97 |
| 2025-03-31 | $31M | 60k | 523.75 |
| 2024-12-31 | $28M | 55k | 505.86 |
| 2024-09-30 | $25M | 42k | 584.68 |
| 2024-06-30 | $21M | 41k | 509.26 |
| 2024-03-31 | $19M | 38k | 494.70 |
| 2023-09-30 | $18M | 35k | 504.20 |
| 2023-06-30 | $15M | 32k | 480.64 |
| 2023-03-31 | $13M | 28k | 472.60 |
| 2022-12-31 | $6.3M | 12k | 530.21 |
| 2022-09-30 | $6.5M | 13k | 505.06 |
| 2022-06-30 | $6.7M | 13k | 513.69 |
| 2022-03-31 | $6.4M | 13k | 509.99 |
| 2021-12-31 | $6.1M | 12k | 502.13 |
| 2021-09-30 | $4.7M | 12k | 391.02 |
| 2021-06-30 | $4.6M | 11k | 400.76 |
| 2021-03-31 | $2.9M | 7.8k | 372.06 |
| 2020-12-31 | $2.5M | 7.1k | 350.77 |
| 2020-09-30 | $2.2M | 6.9k | 311.81 |
| 2020-06-30 | $2.0M | 6.7k | 294.96 |
| 2020-03-31 | $1.4M | 5.8k | 249.35 |
| 2019-12-31 | $914k | 3.1k | 294.08 |
| 2019-09-30 | $694k | 3.2k | 217.28 |
| 2019-06-30 | $821k | 3.4k | 243.91 |
| 2019-03-31 | $2.1M | 8.5k | 247.27 |
| 2018-12-31 | $2.1M | 8.5k | 249.05 |
| 2018-09-30 | $2.1M | 8.0k | 266.10 |
| 2018-06-30 | $1.9M | 7.6k | 245.30 |
| 2018-03-31 | $1.6M | 7.4k | 213.95 |
| 2017-12-31 | $1.5M | 6.6k | 220.48 |
| 2017-09-30 | $1.2M | 6.3k | 195.83 |
| 2017-06-30 | $1.1M | 6.1k | 185.37 |
| 2017-03-31 | $868k | 5.3k | 164.11 |
| 2016-12-31 | $435k | 2.7k | 160.16 |
| 2016-09-30 | $340k | 2.4k | 140.15 |
| 2016-06-30 | $370k | 2.6k | 141.06 |
| 2016-03-31 | $338k | 2.6k | 128.86 |
| 2015-12-31 | $309k | 2.6k | 117.80 |
| 2015-09-30 | $323k | 2.8k | 116.15 |
| 2015-06-30 | $330k | 2.7k | 122.18 |
| 2015-03-31 | $318k | 2.7k | 118.35 |
| 2013-12-31 | $289k | 3.8k | 75.38 |
| 2013-09-30 | $589k | 8.2k | 71.55 |
| 2013-06-30 | $574k | 8.8k | 65.53 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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