UnitedHealth shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 5.7k | 345.28 |
| 2025-06-30 | $2.1M | 6.8k | 311.95 |
| 2025-03-31 | $3.6M | 6.8k | 523.61 |
| 2024-12-31 | $3.4M | 6.7k | 505.39 |
| 2024-09-30 | $2.9M | 5.0k | 584.88 |
| 2023-12-31 | $2.4M | 4.5k | 526.31 |
| 2023-06-30 | $1.9M | 4.1k | 480.64 |
| 2023-03-31 | $2.5B | 5.3k | 472633.56 |
| 2022-12-31 | $2.7B | 5.2k | 530177.83 |
| 2022-09-30 | $2.7M | 5.4k | 505.13 |
| 2022-06-30 | $1.5M | 2.8k | 513.54 |
| 2022-03-31 | $1.4M | 2.8k | 509.98 |
| 2021-12-31 | $1.9M | 3.8k | 502.11 |
| 2021-09-30 | $1.5M | 3.8k | 390.67 |
| 2021-06-30 | $1.5M | 4.1k | 367.26 |
| 2021-03-31 | $1.6M | 4.4k | 372.08 |
| 2020-12-31 | $744k | 2.1k | 350.45 |
| 2020-09-30 | $1.8M | 5.8k | 311.90 |
| 2020-06-30 | $1.7M | 5.9k | 294.98 |
| 2020-03-31 | $1.6M | 6.4k | 249.37 |
| 2019-12-31 | $1.8M | 6.2k | 294.03 |
| 2019-09-30 | $1.4M | 6.6k | 217.17 |
| 2019-06-30 | $1.4M | 5.7k | 244.07 |
| 2019-03-31 | $1.3M | 5.2k | 247.12 |
| 2018-12-31 | $842k | 3.4k | 249.19 |
| 2018-09-30 | $389k | 1.5k | 265.89 |
| 2018-06-30 | $313k | 1.3k | 245.49 |
| 2017-12-31 | $232k | 1.1k | 220.11 |
| 2017-09-30 | $216k | 1.1k | 195.65 |