UnitedHealth shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 70k | 345.30 |
| 2025-06-30 | $23M | 74k | 311.97 |
| 2025-03-31 | $44M | 84k | 523.75 |
| 2024-12-31 | $39M | 78k | 505.86 |
| 2024-09-30 | $36M | 62k | 584.68 |
| 2024-06-30 | $27M | 53k | 509.26 |
| 2024-03-31 | $23M | 45k | 494.70 |
| 2023-09-30 | $22M | 44k | 504.19 |
| 2023-06-30 | $20M | 41k | 480.64 |
| 2023-03-31 | $22M | 46k | 472.59 |
| 2022-12-31 | $26M | 49k | 530.18 |
| 2022-09-30 | $25M | 50k | 505.03 |
| 2022-06-30 | $23M | 44k | 513.64 |
| 2022-03-31 | $23M | 44k | 509.97 |
| 2021-12-31 | $20M | 40k | 502.17 |
| 2021-09-30 | $15M | 38k | 390.74 |
| 2021-06-30 | $13M | 33k | 400.45 |
| 2021-03-31 | $76M | 204k | 372.05 |
| 2020-12-31 | $32M | 91k | 350.66 |
| 2020-09-30 | $24M | 75k | 311.74 |
| 2020-06-30 | $29M | 98k | 294.95 |
| 2020-03-31 | $5.2M | 21k | 249.36 |
| 2019-12-31 | $757k | 2.6k | 293.64 |